Create, Review and Approve

AUDIENCE TARGETED READING
CREATE, REVIEW, APPROVE
EMAIL AND NOTIFICATION
READ AND ACKNOWLEDGE
TESTING UNDERSTANDING
REAL TIME REPORTING
DOCREAD RECEIPTS
DOCREAD WEBPARTS
CONFIGURE & CUSTOMISE
NEXT STEPS

As DocRead for SharePoint is seamlessly integrated with Microsoft SharePoint it has access to hundreds of features that set it aside from other solutions. In fact, DocRead extends SharePoint in such a way that it actually feels like it's part of the original product.

SharePoint offers best of breed document management and collaboration features. Microsoft SharePoint is now in its fourth iteration and is built and supported by one of the world's largest companies, Microsoft. The result of this means that SharePoint leads the way when it comes to being a first class Enterprise document management solution.


A BRIEF OVERVIEW OF THE LIFE CYCLE OF A DOCUMENT

At the start of its life-cycle - once a new document is conceived - it is uploaded to a SharePoint document library and is saved as a draft document. At this point it is only visible and accessible to staff members that you stipulate. As the document is worked on, developed and reviewed each version is safely stored and audited within SharePoint. Alongside the document, metadata (fields of information) can also be created and populated, allowing for advanced filtering, sorting, searching and tagging.

When the document is ready to be approved, SharePoint makes it simple to send it through a workflow, which is also customizable and configurable. Once approved, a major version is automatically created, triggering DocRead to distribute it to the groups and staff members that you have already set.

Are you interested in reading more information about SharePoint's document management features? If so, please read Policies and Procedures : SharePoint document management features and Why Policy Management in SharePoint´╗┐´╗┐?


TRY DOCREAD & DOCSURVEY ON YOUR OWN SHAREPOINT FARM

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