Policy Management Software for SharePoint

DocRead is a policy management software for SharePoint Server and Office 365 that helps target policies and procedures to groups of users in your organization.

If you are already using SharePoint Server or Office 365 in your organization then DocRead is the perfect Policy Management software solution for you. Any item that can be saved into a SharePoint document library or list can be assigned to a specific group of users by DocRead. DocRead is ideal for policy and procedure management, but you can also assign office documents, videos, images, pdf's and surveys for example. Once assigned - DocRead tracks who has and has not acknowledged those documents via a suite of real-time dashboards.

Policy management software
DocRead screenshots

Fully integrated with SharePoint Server and Office 365

DocRead integrates seamlessly into Microsoft SharePoint Server and Office 365, meaning that the policy and procedures life-cycle can now be entirely managed and controlled from SharePoint.

This removes the need to store and maintain policies in multiple systems and also allows you take advantage of the powerful document management features that SharePoint offers. You may also wish to read more on why policy management software alongside SharePoint is the most sensible choice.

Feature Highlights

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READ AND ACKNOWLEDGE POLICY DOCUMENTS

Request that your employees read and digitally acknowledge policies and procedures stored in Microsoft SharePoint by a deadline you set.

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NOTIFY STAFF AS POLICY DOCUMENTS ARE PUBLISHED

DocRead web parts and e-mails make it very easy to notify and alert users that they are required to read and confirm a policy stored in SharePoint.

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TARGET DOCUMENTS TO THE RIGHT PEOPLE

Target policies and procedures to tens of thousands of users at once, by simply choosing a SharePoint group or rules-based audience.

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AUDIT THE 'WHO', 'WHAT', AND 'WHEN'

Receipts certify who read a policy and when - providing a great auditing solution. Receipts can be accessed by the reader and administrators.

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DocRead reporting options
TRACK USER COMPLIANCE AND READING DEADLINES

Make the process of chasing non-compliant users hassle free, by slicing and dicing up to the second exportable reports.

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SET QUIZZES TO TEST UNDERSTANDING 

DocSurvey is an add-on tool for DocRead for SharePoint 2019 that requires a quiz or survey to be completed before the user can confirm reading a document.

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Have you heard about DocRead Smart Move?

"Smart Move" refers to the technology that detects when a user joins or leaves a group or audience. DocRead is able to utilize Smart Move to ensure that your users only ever receive the correct policies and procedures. This makes it ideal for on-boarding, secondments, new project work, external contractors and many other uses. When we ask for feedback, Smart Move is often voted as DocRead's most powerful feature. Read how Smart Move can save you hours of manual administration and enhances this policy management software.

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