Welcome to our Documentation Center

Here you will find all of our product documentation. If there's anything you can't find, or need further help with, we're here to help! Simply click the 'Request Help' button and fill in the form.

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USEFUL LINKS
USER GUIDES - for on-premises only
USER GUIDES - for o365 / SharePoint online t.b.a.
OTHER RESOURCES

From our Knowledgebase

Free Policy and Procedure Downloadable TemplateOctober 17, 2022
How to link fields in your policy template to an O365 libraryOctober 13, 2022
Migrating DocRead from SharePoint 2013 to SharePoint 2019August 30, 2022
Creating an Audience report for your documentJuly 22, 2022
Creating a SharePoint Document Library DashboardJune 13, 2022

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From our Blog

What is a Metapolicy?May 16, 2023
Process Standardization: A Key to Business SuccessMay 9, 2023
Target external content with Office365 and DocReadApril 28, 2023
Maximizing compliance efficiency through data management and analyticsApril 18, 2023
The Future of Healthcare ComplianceMarch 21, 2023

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