Collaboris products
Policy management products for SharePoint and Microsoft 365
Collaboris policy management products work inside the SharePoint you already run. DocRead assigns each policy to the right people, reminds them until they acknowledge it and keeps time-stamped records for auditors. DocSurvey adds quizzes, surveys and forms. Choose the edition that matches your SharePoint.
The free trial is for SharePoint Server 2019 and 2016. For Microsoft 365, book a demo.
Which policy management product fits your SharePoint?
Pick the edition that matches where your SharePoint runs. DocSurvey is an add-on you can bring in when you need to test understanding.
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Cloud
DocRead for Microsoft 365
Runs in SharePoint Online in your Microsoft 365 tenant. Policies stay in your existing document libraries, with the permissions and version control you already have.
Best for: organizations on SharePoint Online
Explore DocRead for Microsoft 365 -
On-premises
DocRead for SharePoint Server
For organizations that run SharePoint Server 2019 (classic and modern) or 2016 on-premises. Try it free for 30 days with 50 user licenses.
Best for: organizations that host SharePoint themselves
Explore DocRead for SharePoint Server -
Add-on
DocSurvey
Quizzes, surveys and forms you link to documents or videos. Set a pass rate so a reading task is complete only when the reader passes.
Best for: teams that need proof people understood a policy
Explore DocSurvey
How does DocRead take a policy from assignment to audit report?
Publishing a policy is easy. Proving that the right people read it is harder. DocRead adds that proof to the SharePoint libraries you already use.
Target the right people
Choose a document in your SharePoint library and assign it to SharePoint groups or Microsoft Entra ID groups. When someone joins a tracked group, DocRead gives them the required reading automatically.
Set a deadline and follow up
Readers get an email with a direct link and a due date. DocRead sends reminders and escalates overdue tasks to managers or the compliance team.
Check understanding
Readers confirm they have read the document. Add a quiz with a pass mark and retry limit when you need proof that people understood the policy.
Report
Live dashboards show who has acknowledged each policy and who is still outstanding. Every assignment and acknowledgment is time-stamped, and you can export the records for auditors.
For the full view of how DocRead covers the policy lifecycle, see our policy and procedure management software page, or take the DocRead tour.
DocRead for Microsoft 365 or DocRead for SharePoint Server: which should you choose?
The choice follows your platform. If your policies live in SharePoint Online, choose the Microsoft 365 edition. If they live in on-premises SharePoint Server, choose the Server edition.
| Feature | DocRead for Microsoft 365 | DocRead for SharePoint Server |
|---|---|---|
| Where it runs | SharePoint Online in your Microsoft 365 tenant | On-premises SharePoint Server |
| Supported platforms | SharePoint Online | SharePoint Server 2019 (classic and modern) and SharePoint Server 2016 |
| Who receives policies | Microsoft Entra ID groups | SharePoint groups, plus SharePoint audiences in the Professional and Enterprise editions |
| Try it first | Book a demo | Free 30-day trial with 50 user licenses across 2 sites |
| Licensing | Priced by edition and the number of people who receive policies. Request a quote. | Per user, in Team, Standard, Professional and Enterprise editions. Request a quote. |
| Next step | See DocRead for Microsoft 365 | See DocRead for SharePoint Server |
Not sure which applies? Talk to Collaboris and tell us which SharePoint you run. For licensing details, read the licensing guide.
What does DocSurvey add to DocRead?
DocSurvey builds on DocRead. Where DocRead records that someone read a document, DocSurvey checks that they understood it.
- Create tests and quizzes with a pass rate, so staff must pass before they complete a reading task.
- Create surveys and standalone forms to gather feedback on a document or a subject.
- Assign quizzes and surveys to individuals and groups so each person receives them at the right time.
- Use real-time reports to track progress, view responses and spot the questions staff get wrong.
- Keep responses in SharePoint lists, so you can export, filter, sort and search them.
Which organizations use DocRead?
DocRead is used in regulated industries where teams have to show who read which policy, and when.
- EnergyColonial Pipeline
- Pharma and healthcarePeregrine Pharmaceuticals, Five Star Senior Living
- Financial servicesEnstar Group, Age Partnership
- Public sectorNorth Wales Police
- TransportFiji Airways
What should you know before choosing a policy management product?
What are Collaboris policy management products?
Collaboris makes DocRead and DocSurvey. DocRead is available as DocRead for Microsoft 365, which runs in SharePoint Online, and DocRead for SharePoint Server, which runs in on-premises SharePoint. DocSurvey is an add-on that links quizzes, surveys and forms to documents and videos.
How is DocRead different from a SharePoint document library?
A library stores and versions your policies. DocRead adds assignments, deadlines, reminders, escalation, quizzes and acknowledgment reports on top of that library. Your documents stay where they are.
Can we target policies by department or role?
Yes. Assign policies to SharePoint groups or Microsoft Entra ID groups, so people receive only the policies that apply to them.
Can I try DocRead before I buy?
For SharePoint Server 2019 and 2016, you can download a free 30-day trial with 50 user licenses across 2 sites. For Microsoft 365, book a demo.
How are DocRead and DocSurvey licensed?
Pricing depends on the edition and the number of people who receive policies. For SharePoint Server, one user license covers one person however many policies they receive, and the editions are Team, Standard, Professional and Enterprise. Request a quote or read the licensing guide.
Which product fits if we still run SharePoint Server 2016 or 2019?
Microsoft ended extended support for SharePoint Server 2016 and 2019 on July 14, 2026. DocRead for SharePoint Server supports both versions. If you are moving to SharePoint Online, DocRead for Microsoft 365 runs natively there. If you are upgrading to SharePoint Server Subscription Edition, contact us before you migrate.
How do you get started with DocRead?
Book a demo and we will show you how DocRead would handle your policies, groups and reporting. Prefer to test it yourself? Download the 30-day trial for SharePoint Server.