DocRead vs Xoralia vs ConvergePoint: 2026 Feature Comparison
Choose ConvergePoint (now Ideagen Compliance) for a full drafting-to-attestation suite in SharePoint Online, Xoralia for a Microsoft 365 policy hub with a Teams app, and DocRead to add acknowledgment to the SharePoint libraries you already have, online or on-premises. DocRead covers distribution, reminders, escalation, version receipts and quizzes, not just sign-off.
By Alexandra Hall · Updated October 19, 2026 · Vendor pages checked October 19, 2026 · Collaboris makes DocRead; see how we compared.
Feature matrix: DocRead vs Xoralia vs ConvergePoint
Each cell summarizes what the vendor’s own public product pages said on October 19, 2026. Where a feature isn’t listed, we say so rather than guess.
| DocRead | Xoralia | ConvergePoint (Ideagen Compliance) | |
|---|---|---|---|
| Hosting | SharePoint Online (DocRead for Microsoft 365) or your own SharePoint Server 2019 or 2016 farm (DocRead for SharePoint Server) | Inside your own Microsoft 365 tenant; data stays in your tenant | Installs as an app on Microsoft 365 SharePoint Online |
| Microsoft 365 and Entra ID | Assigns policies to Microsoft Entra ID groups, SharePoint groups or individual people | Targets by division, location, team or role; new group members are assigned documents automatically; line manager dashboard uses the Entra ID manager field | Connected to Active Directory for single sign-on, role-based access and notifications; no user management when people join or leave |
| Drafting and approvals | Uses SharePoint’s own content approval and libraries; DocRead takes over at publishing | Workflow automation to create and update policies in a controlled way, with an audit trail | Templates, drafting in Word Online, and predefined review and approval workflows with a full audit trail |
| Versioning | SharePoint version history; each acknowledgment records the exact version read | Version history with roll-back; read history across each document’s versions | Version control and track changes in Word Online; history of which versions employees could see each year |
| Review dates | Not listed as a DocRead feature; you re-issue a revised version to the same audience | “Due for review” flags, expiry notifications and recurring reassignment | Automated alerts when documents are up for renewal; shows which documents are active or expired |
| Acknowledgment receipts | Reading deadlines, reminders and escalation to managers; readers must open the document before confirming; time-stamped receipt of the exact version | Mandatory reads with deadlines, electronic attestation and reminders until the task is complete | Assign documents to read and acknowledge, with reminder emails; managers see who is compliant |
| Quizzes | DocSurvey quizzes and surveys linked to documents | Quiz builder with question pools and a pass mark | Optional quiz on the content of a policy or procedure |
| Reporting | Dashboards by person, group and document; records export for auditors; Power BI reporting from the DocRead SQL database (SharePoint Server) | Dashboards, analytics and audit trails across the policy lifecycle; user and line manager dashboards | Audit-ready reports; managers see compliance by employee |
| Microsoft Teams | No Teams app listed; add the SharePoint policy library as a Teams tab, and reading tasks arrive by email | Teams app: access and attest to policies in Teams | Outlook and Teams plug-ins for notifications and task assignments |
| Pricing model | Per user; only people who receive reading tasks count; quote on request; 30-day free trial for SharePoint Server | No prices on xoralia.com; free trial and demo offered | No prices on convergepoint.com; demo on request |
DocRead is more than a sign-off button
Some comparisons describe DocRead as “acknowledgment-only.” Here is what DocRead does, taken from Collaboris’s product pages:
- Distribution: assigns each policy to the Entra ID or SharePoint groups it applies to, with a reading deadline.
- Reminders and escalation: reminds people who haven’t finished and escalates overdue tasks to their manager.
- Proof of reading: readers must open the document before they can confirm it, and DocRead records a time-stamped acknowledgment of the exact version.
- Quizzes: DocSurvey adds quizzes and surveys linked to documents, so you can check understanding as well as receipt.
- Reporting: dashboards by person, group and document, with records you can export for auditors.
- Both SharePoint platforms: DocRead for Microsoft 365 runs in SharePoint Online, and DocRead for SharePoint Server runs on-premises.
What DocRead doesn’t do: it has no separate drafting suite or approval workflow of its own. Drafting and approval stay in SharePoint, and DocRead takes over when the policy is published. If you need templated drafting and multi-stage approvals in one product, ConvergePoint or Xoralia cover more of that stage.
Which tool suits which organization
DocRead
For organizations that already draft and approve policies in SharePoint and need proof of who read which version, with reminders, escalation and quizzes. It’s the only one of the three whose product pages list on-premises SharePoint Server 2019 and 2016.
Xoralia
For Microsoft 365 organizations that want a policy hub with targeting, attestation, review reminders and a Teams app, all inside their own tenant.
ConvergePoint (Ideagen Compliance)
For compliance teams that want drafting from templates, predefined review and approval workflows, renewals and attestation in one SharePoint Online app.
Also comparing public safety or accreditation tools? See DocRead vs PowerDMS. For the full feature list, editions and lifecycle, see policy management software for SharePoint.
Where Microsoft Purview fits
Microsoft Purview protects and governs data across Microsoft 365. Its audit log records activity such as a file being accessed, and Audit (Standard) keeps those records for 180 days by default. It doesn’t assign policies to people or record that someone confirmed a version, which is the job all three tools above do. Read more in Microsoft Purview vs policy acknowledgment software.
How we compared
On October 19, 2026 we read each vendor’s public product pages and recorded only what those pages state. We didn’t use review sites, analyst reports or other vendors’ comparison pages. Collaboris makes DocRead, so check any feature that matters to you with each vendor. We’ll update this page when the vendors’ pages change.
- DocRead: DocRead for Microsoft 365, DocRead for SharePoint Server, DocSurvey, DocRead pricing and licensing, free trial
- Xoralia: xoralia.com, product features, policy attestation
- ConvergePoint: policy management software on Microsoft 365 SharePoint, which notes that Ideagen ConvergePoint is now Ideagen Compliance
- Microsoft: Auditing solutions in Microsoft Purview, Require approval of items in a list or library
DocRead vs Xoralia vs ConvergePoint FAQ
What is the difference between DocRead, Xoralia and ConvergePoint?
ConvergePoint (now Ideagen Compliance) is a SharePoint Online app that covers drafting, review, approval, renewals and attestation. Xoralia is a Microsoft 365 policy hub with targeting, attestation, review reminders and a Teams app. DocRead adds distribution, reminders, escalation, version-specific acknowledgment and quizzes to the SharePoint libraries you already use, in SharePoint Online or SharePoint Server.
Is DocRead only for policy acknowledgment?
No. DocRead assigns policies to Entra ID or SharePoint groups with deadlines, sends reminders, escalates overdue tasks to managers, requires readers to open the document before confirming, records the exact version read, adds quizzes through DocSurvey and reports by person, group and document. Drafting and approval stay in SharePoint.
Which of the three runs on SharePoint Server on-premises?
DocRead. DocRead for SharePoint Server supports SharePoint Server 2019 and 2016. The Xoralia and ConvergePoint product pages describe Microsoft 365 and SharePoint Online deployments.
Do all three include policy quizzes?
Yes. Xoralia has a quiz builder with question pools and a pass mark, ConvergePoint offers an optional quiz on a policy’s content, and DocRead links DocSurvey quizzes and surveys to documents.
Which tools work in Microsoft Teams?
Xoralia has a Teams app for reading and attesting to policies, and ConvergePoint has Outlook and Teams plug-ins for notifications and tasks. DocRead doesn’t list a Teams app; you can add the SharePoint policy library as a Teams tab, and reading tasks arrive by email.
How are DocRead, Xoralia and ConvergePoint priced?
None of the three publishes prices on its website. DocRead is licensed per user, counting only people who receive reading tasks, and is priced by quote. Xoralia offers a free trial and demo, and ConvergePoint offers a demo.
See DocRead with your own policies
Book a demo for DocRead for Microsoft 365, or download the 30-day free trial for SharePoint Server.