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DocRead

By Collaboris

4.9 out of 5 stars
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DocRead Reviews & Product Details

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DocRead Integrations

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Integration information sourced from real user reviews.

DocRead Media

DocRead Demo - The DocRead difference
DocRead seamlessly integrates with SharePoint content, without changing your documents or metadata. It tracks document readership and offers an intuitive interface for easy navigation and use.
DocRead Demo - Enhanced reporting with the Power BI analytics module
Use the additional Analytics module to incorporate DocRead information into your existing data structures and gain enhanced compliance insights.
DocRead Demo - Effortlessly manage and complete reading assignments
With a personalized Compliance Dashboard, users gain a clear overview of their reading assignments across all sites.
DocRead Demo - Track and monitor compliance across all your sites
The DocRead Compliance Cockpit summarizes the reading statuses of all assignments across the organization so Compliance Administrators can quickly get the complete picture.
DocRead Demo - Targeting your policies to the right employees couldn't be easier
DocRead integrates seamlessly into familiar, standard SharePoint screens meaning that within just a few minutes a document can be uploaded, configured, approved and targeted to users.
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DocRead Reviews (29)

Reviews

DocRead Reviews (29)

4.9
29 reviews

Pros & Cons

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Paul  H.
PH
senior digital business executive and product owner
Government Administration
Enterprise (> 1000 emp.)
"Effortless Compliance and Operational Boost with DocRead"
What do you like best about DocRead?

DocRead streamlines our audit process by providing instant proof, making it significantly easier to pass audits. Additionally, the automatic tracking and reminder features provide a major operational boost, eliminating the time-consuming and high-risk task of chasing down sign-offs. This allows our EHS (Environment, Health & Safety) team to shift their focus from administrative tasks to proactively preventing incidents. Review collected by and hosted on G2.com.

What do you dislike about DocRead?

My only real criticism is the complexity of the reporting interface. However, the integrity of the compliance data is flawless. Review collected by and hosted on G2.com.

Elise R.
ER
Assistant Vice President
Hospital & Health Care
Enterprise (> 1000 emp.)
"Great for keeping Healthcare Staff Informed Without Extra System"
What do you like best about DocRead?

DocRead has made distributing new procedures and clinical policy updates for less chaotic for us. We manage everything through SharePoint, so being able to update a document and design it directly from the same screen is incredibly convenient. The compliance Cockpit is a lifesaver when we need quick reporting for audits or accreditation checks, because it gives us a clear pictures of who has completed their acknowledgement. Review collected by and hosted on G2.com.

What do you dislike about DocRead?

Because our workforce includes a mix of tech savvy and not so tech savvy users, I wish there were more guided tooltips inside the interface. Review collected by and hosted on G2.com.

Frank  M.
FM
Director
Mid-Market (51-1000 emp.)
"DocRead Review"
What do you like best about DocRead?

The most critical feature for us is the clear, immutable record of policy acknowledgement. As the individual responsible for regulatory compliance and audit readiness, having definitive proof of who has read what and when significantly simplifies the burden of evidence collection. We also greatly appreciated the automated reminder, they eliminate a tedious administrative task, allowing our team to focus on clinical and core compliance work rather than manual follow-up. Review collected by and hosted on G2.com.

What do you dislike about DocRead?

My primary major plan point is with the reporting workflow. While the information is accessible and accurate, getting to the specific compliance reports I need sometimes requires a few extra clicks. I wish the reporting interface were a bit quicker or offered easier customization options. This isn't a show stopper, but during the rush of audit preparation. every second counts. Review collected by and hosted on G2.com.

Robert C.
RC
Account Recruiting Manager
Staffing and Recruiting
Mid-Market (51-1000 emp.)
"Makes Passing Audits Easier and Safer for Our EHS Team"
What do you like best about DocRead?

DocRead provides this proof instantly, making our audits much easier to pass. We also get a huge operational boost from automatic tracking and reminders. This eliminates the constant, high-risk administrative job of chasing people for sign-offs, freeing our EHS (Environmental Health & Safety) team to focus on preventing incidents instead of dealing with paprwork. Review collected by and hosted on G2.com.

What do you dislike about DocRead?

My only true criticism is the complexity of the reporting interface. While the compliance data integrity is perfect, and that is the main thing, accessing highly specific audit evidence (like isolating sign-offs for the last 90 days of HAZMAT protocols) requires too many clicks and filter adjustments. We overcame this challenge by leveraging the dedicated power BI plugin offered by the company, which pulls all the data into customizable, single-screen dashboard.

Thankfully, the power Bil solution gives us the customization that we require. Review collected by and hosted on G2.com.

Donny  H.
DH
director
Financial Services
Small-Business (50 or fewer emp.)
"A reliable compliance solution into SharePoint"
What do you like best about DocRead?

What I like best about DocRead is how naturally it fits into SharePoint without changing the way our teams already work. Uploading a policy, assigning it to users, and tracking acknowledgements happens very smoothly. The compliance dashboard is clear and easy to understand even for non technical users. Review collected by and hosted on G2.com.

What do you dislike about DocRead?

The learning curve is small, but some advanced settings could benefit from more in app guidance for first time administration Review collected by and hosted on G2.com.

Marla  T.
MT
· Regional Director
Hospital & Health Care
Enterprise (> 1000 emp.)
"Reliable tools for managing clinical policy and meeting compliance timelines"
What do you like best about DocRead?

What stands out most is how easily we can distribute new clinical guidelines and safety protocol to the exact teams who need them. Assignemnt happen automatically based on staff roles, and the reporting gives us a clear picture of who has completed thier requied readings. It keeps our compliance workflow organized and predictable. Review collected by and hosted on G2.com.

What do you dislike about DocRead?

The platforms work very well. but the interface feels a bit dated to newer cloud tools. Review collected by and hosted on G2.com.

Steven B.
SB
Managing Director
Financial Services
Enterprise (> 1000 emp.)
"A Reliable way to keep policy compliance o Track inside SharePoint"
What do you like best about DocRead?

What I appreciate most about DocRead is how naturally it fits into our existing SharePoint environment. In financial services, we deal with frequent policy updates and strict audit requirements, and DocRead makes the whole assign and acknowledges process feel almost effortless. The compliance dashboard is especially helpful because it lets me see overdue and completed tasks across different departments in one place. Review collected by and hosted on G2.com.

What do you dislike about DocRead?

It work well but the main drawback is that the interface feels a bit SharePoint classic at times. Review collected by and hosted on G2.com.

Karen  P.
KP
CEO
Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"simplified policy acknowledgement for our team"
What do you like best about DocRead?

DocRead stands out because it keeps compliance tasks within SharePoint, which our staff already uses daily. The personalized compliance Dashboard helps employees clearly see what documents they must read, while administrators get a complete overview through the compliance cockpit. The interface is intuitive and doesn't feel overwhelming. Review collected by and hosted on G2.com.

What do you dislike about DocRead?

Some notification options could be more flexible, especially for recurring healthcare policy updates. while the system works reliably, we would like additional automation rules for reminders and escalations. Review collected by and hosted on G2.com.

Megan  G.
MG
Records Manager
International Trade and Development
Mid-Market (51-1000 emp.)
"Makes policy distribution simple and auditable"
What do you like best about DocRead?

DocRead fits perfectly into our SharePoint environment and respect all existing permissions. Targeting document to specific departments or roles is effortless, and the reporting clearly shows who has and hasn't acknowledged required policies. Review collected by and hosted on G2.com.

What do you dislike about DocRead?

Some long tenured staff needed a quick walkthrough to get used to online acknowledgments, but the learning curve was minimal Review collected by and hosted on G2.com.

Mike  P.
MP
Ceo & founder
Mid-Market (51-1000 emp.)
"Simplifies policy communication across a distributed workforce"
What do you like best about DocRead?

DocRead makes it easier to ensure store level employees receive and acknowledgment updated policies. The user experience is simple, and the familiar SharePoint interface means minimal training is required. Manager appreciate the ability to monitor completion without micromanaging staff Review collected by and hosted on G2.com.

What do you dislike about DocRead?

Performance is generally good, but optimization for larger user bases would enhance the experience Review collected by and hosted on G2.com.

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DocRead Features
AI Text Generation
AI Text Summarization
Reports
Workflow Management
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