How to configure alerts in SharePoint 2016

How to configure user alerts in SharePoint 2016SharePoint Alerts are an important feature available in all the versions of SharePoint 2007, 2010, 2013, 2016 and SPO. They are a great built-in mechanism for SharePoint that allows us to send out notifications (emails) to users and group of users based on the changes to list items, […]

How to Create a SharePoint User Group

How to Create a SharePoint User GroupDocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some of the […]

How to use the SharePoint Collect Signatures Workflow

How to use the SharePoint Collect Signatures Workflow The SharePoint Collect signatures Workflow allows you to insert signatures into Office documents, specifically Word, Excel and InfoPath and pass the document to a series of individuals so that more signatures can be collected and tasks completed. Depending on the nature of your organisation, approximately half of your […]

How to Add Users to a SharePoint Group

How to Add Users to a SharePoint GroupDocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some of […]

Using a basic SharePoint workflow to approve a policy change

Using a basic SharePoint workflow to approve a policy changeSharePoint approval workflows can be used for a variety of different purposes. In this post I’m going to show how a SharePoint Policy Approval workflow can be used when a document / policy or procedure is changed.What is SharePoint workflow?Workflows help encourage collaboration on items, documents […]

Manage your Policy Management Lifecycle in SharePoint

Manage your Policy Management Lifecycle in SharePointIf you are one of the many policy management professionals who have been tasked with improving the policy management lifecycle in your organization, then this post will give you some insight into why SharePoint is a cool choice! Firstly, I am a big fan of SharePoint and I also […]

Running a SharePoint software company

Running a SharePoint software companyWhen setting out on the road to develop and sell a product in SharePoint – as we were four years ago – you will more than likely have the idea that writing the code and perfecting your product is the key to success. You will probably have thoughts like “My app […]

How to send an email when a SharePoint site or web is deleted

How to send an email when a SharePoint site or web is deletedFor various governance reasons you may want to email the site owner when a SharePoint site is deleted. A list of the possible reasons could be : The site was deleted in error and the earlier you notify the owners – the better. […]

Upgrading a custom application to SharePoint 2013

Upgrading a custom application to SharePoint 2013Just before Christmas I was tasked with the wonderful job of getting DocRead (our Policy Management Software for SharePoint) working on SharePoint 2013. I had actually tackled this a couple of weeks before when I reported this here : ‘DocRead’s first day on 2013’. At this point, although things appeared […]

SharePoint Lessons Learned – Clearly Define a Deployment Baseline (Part 2)

SharePoint Lessons Learned – Clearly Define a Deployment Baseline (Part 2)In part 1 of this post I talked about the principles behind the creation of a Deployment Baseline during the development of SharePoint based applications. In this post I’m going to talk about how we, at Collaboris. normally group and categorise the different artefacts to […]