DocRead for SharePoint is a policy management software designed to help organizations efficiently distribute, track, and ensure the acknowledgment of critical documents directly within the SharePoint environment. By seamlessly integrating with SharePoint, DocRead enables users to assign reading tasks to specific groups or individuals, set deadlines, and monitor compliance without leaving the platform. This solution streamlines the process of policy dissemination and compliance tracking, reducing administrative overhead and enhancing organizational efficiency.
Key Features and Functionality:
- Targeted Distribution: Assign documents to custom user audiences, including SharePoint groups or Active Directory groups, ensuring that the right employees receive pertinent information.
- Flexible Content Targeting: Distribute any content stored in SharePoint document libraries or lists, as well as external content by targeting its URL.
- Deadline Management: Set specific deadlines for document acknowledgment, either by a fixed date or a dynamic number of days, and configure recurring assignments for critical policies.
- SmartMove Technology: Automatically update assignments to reflect changes in audience membership, accommodating staff changes without manual intervention.
- Compliance Tracking: Utilize the Compliance Cockpit to monitor reading statuses across all sites, providing administrators with a comprehensive overview of compliance levels.
- User Compliance Dashboard: Offer users a personalized dashboard displaying their reading assignments, deadlines, and completion statuses.
- Enhanced Reporting: Integrate with Power BI to generate customizable reports and gain deeper insights into compliance data without impacting the transactional database.
Primary Value and Problem Solved:
DocRead addresses the challenge of ensuring that employees read and acknowledge important policies and procedures in a timely manner. By automating the distribution and tracking process within SharePoint, it eliminates the need for manual follow-ups and reduces the risk of non-compliance. Organizations benefit from improved efficiency, as administrative tasks related to policy management are streamlined, and compliance is easily monitored through real-time dashboards and reports. This ensures that critical information reaches the appropriate personnel, fostering a culture of accountability and adherence to organizational policies.