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Collaboris

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8 reviews
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4.8
Serving customers since
2007
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DocRead

8 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

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DocRead for SharePoint

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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.

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Collaboris Reviews

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Alison T.
AT
Alison T.
Managing Director at HealthPro Dental Staffing
12/15/2025
Validated Reviewer
Verified Current User
Review source: Organic

DocRead Simplifies Document Tracking and Compliance

DocRead seamless integration with SharePoint makes the whole process of document acknowledgment a breeze. I love how it reduces the manual tracking efforts.
JS
Jeremy S.
12/15/2025
Validated Reviewer
Verified Current User
Review source: Organic

A Must Have for Compliance Teams

The ability to target specific users or groups with documents and track their acknowledgement status in real time is a lifesaver.
Frank  M.
FM
Frank M.
Director at Wolf-Gordon
11/08/2025
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

DocRead Review

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.

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HQ Location:
Gig Harbor, US

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@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.

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Year Founded
2007