Introducing G2.ai, the future of software buying.Try now
Product Avatar Image

Collaboris

Show rating breakdown
29 reviews
  • 2 profiles
  • 2 categories
Average star rating
4.9
Serving customers since
2007
Profile Filters

All Products & Services

Product Avatar Image
DocRead

29 reviews

DocRead for Office 365 is a policy management software that allows organizations to efficiently target, track, and ensure the acknowledgement of important documents without leaving SharePoint

Product Avatar Image
DocRead for SharePoint

0 reviews

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.

Profile Name

Star Rating

28
1
0
0
0

Collaboris Reviews

Review Filters
Profile Name
Star Rating
28
1
0
0
0
Mike  P.
MP
Mike P.
12/17/2025
Validated Reviewer
Verified Current User
Review source: Organic

Simplifies policy communication across a distributed workforce

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
Sue C.
SC
Sue C.
VP of Digital Marketing @ Clearpath Consulting Agency
12/16/2025
Validated Reviewer
Verified Current User
Review source: Organic

Streamlined Document Acknowledgement for Consultants

DocRead's seamless integration with SharePoint allows us to manage compliance without disrupting daily workflows. The dashboard is clean and gives consultants a clear understanding of their responsibilities. It feels well designed and purposeful.
Craig  S.
CS
Craig S.
independent strategic advisor @ Bluewave Technology Group
12/16/2025
Validated Reviewer
Review source: Organic

Practical compliance tool for large workforces

DocRead makes it easy to distribute and track policies across multiple locations. The fact that it work directly inside SharePoint is a major advantage. Supervisors can quickly check compliance status without requesting reports from IT or HR.

About

Contact

HQ Location:
Gig Harbor, US

Social

@Collaboris

What is Collaboris?

Collaboris is a software company known for developing solutions that enhance collaboration and efficiency within Microsoft SharePoint and Office 365 environments. Their flagship product, DocRead, is widely recognized for its ability to help organizations manage and distribute mandatory policies, documents, and videos effectively. DocRead ensures that employees read and acknowledge receipt of necessary documents, which is crucial for compliance and governance.The company focuses on creating user-friendly and scalable software that integrates seamlessly into existing Microsoft environments, making it accessible for businesses of all sizes. Through tools like DocSurvey, they also offer capabilities for creating surveys and quizzes that are fully integrated with SharePoint, further enhancing communication and knowledge management within organizations.With a commitment to customer support and innovation, Collaboris aims to continually improve and expand its offerings to meet the evolving needs of businesses leveraging Microsoft technologies.

Details

Year Founded
2007