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About

DocRead for SharePoint helps ensure staff compliance by effortlessly requesting that staff read and acknowledge your policies and procedures in a fully trackable process. Tired of reminding staff to read your company documents? DocRead eases your frustration by making it a breeze to ask staff to read information & acknowledge completion by a deadline you set. Many organizations require staff to read several documents at the same time. Alerting staff can be really time-consuming and cumbersome. Our Web Part consolidates all of their tasks into one easy-to-find place. Assigning documents to one individual at a time can be very laborious. DocRead enables you to target entire SharePoint groups and AD groups to give you your day back. It's crucial that you are able prove who has and hasn't read a document so that you can be fully compliant. DocRead Receipts are stored indefinitely for every acknowledgement.

About

PolicyTech, a part of our NAVEX One GRC Information System, is a cloud-based policy and procedure management software solution. Secure and simple to use, PolyTech helps organizations and their employees improve their efficiency by giving them the ability to access all their policies and procedures easily. Using rules-based workflows and alerts, PolicyTech keeps policies moving through the process, alerting compliance managers in case of unread policies as well as reminding document owners when to retire or update their policies.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies seeking a solution to ask staff to read information and acknowledge completion

Audience

Caters to a wide range of organization sizes and verticals that include government, retail, healthcare, pharmaceutical, life sciences, energy, banking, finance, and manufacturing.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.2 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • DocRead gives me reliable visibility into policy acknowledgment, which is crucial in my role. Its seamless integration with SharePoint means no extra systems to manage, and the automated reminders help ensure consistent compliance across teams.
  • DocRead integrates smoothly with SharePoint, making policy distribution and tracking easy to manage. The audit trail and automated reminders help maintain compliance without adding to our workload.
  • We didn’t have to set up anything new, since we already use Microsoft 365, DocRead just fit right into our SharePoint setup. Super convenient.
  • No need for extra tools. DocRead integrates directly with our Microsoft 365 environment. It’s clean, straightforward, and works right within SharePoint, which makes adoption smooth.

Cons

  • The reporting process can be a bit clunky. It takes a few extra clicks to get to the insights I need, and during audit prep, that added time can be a slight inconvenience
  • Some reports take a few extra steps to access, and the interface could be more intuitive. It’s not a major issue, but faster reporting would be helpful during audits.
  • The basics are really easy to pick up, but it takes a little time to get the hang of the more advanced features.
  • Some advanced features take a little time to fully understand, but the core functions are intuitive and easy to get started with.

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Collaboris
Founded: 2007
United Kingdom
www.collaboris.com/products/docread/

Company Information

NAVEX
Founded: 2004
United States
www.navex.com/en-us/products/navex-ethics-compliance/policytech-policy-procedure-management/

Alternatives

Alternatives

PowerDMS

PowerDMS

NEOGOV
SP Policy Management

SP Policy Management

SP Marketplace
Staff.Wiki

Staff.Wiki

WorkflowFirst Software
DynamicPolicy

DynamicPolicy

Zequel Technologies
TotalCompliance

TotalCompliance

ComplianceBridge

Categories

Compliance Supported
Human Resources Supported
Policy Management Supported

Categories

Compliance Supported
Policy Management Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Not Supported
Controls Testing Not Supported
Environmental Compliance Supported
FDA Compliance Supported
HIPAA Compliance Supported
Incident Management Not Supported
ISO Compliance Supported
OSHA Compliance Supported
Risk Management Not Supported
Sarbanes-Oxley Compliance Not Supported
Surveys & Feedback Not Supported
Version Control Supported
Workflow / Process Automation Not Supported

Policy Management Features

Approval Process Control Supported
Attestation Supported
Audit Trails Supported
Policy Creation Not Supported
Policy Library Not Supported
Policy Metadata Management Not Supported
Policy Training Not Supported
Reporting / Analytics Not Supported
Version Control Supported
Workflow Management Not Supported

Human Resources Features

360 Degree Feedback Supported
Applicant Tracking Not Supported
Attendance Management Not Supported
Benefits Management Not Supported
Career Development Planning Not Supported
Compensation Management Not Supported
Compliance Management Supported
Employee Database Not Supported
Employee Lifecycle Management Not Supported
Onboarding Not Supported
Payroll Management Not Supported
Performance Management Supported
Recruiting Management Not Supported
Self Service Portal Not Supported
Succession Planning Not Supported
Time & Attendance Management Supported
Time Off Management Not Supported
Timesheets Not Supported
Training Management Not Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Not Supported
Controls Testing Supported
Environmental Compliance Supported
FDA Compliance Supported
HIPAA Compliance Supported
Incident Management Not Supported
ISO Compliance Supported
OSHA Compliance Supported
Risk Management Supported
Sarbanes-Oxley Compliance Supported
Surveys & Feedback Not Supported
Version Control Supported
Workflow / Process Automation Supported

Policy Management Features

Approval Process Control Supported
Attestation Supported
Audit Trails Supported
Policy Creation Supported
Policy Library Supported
Policy Metadata Management Not Supported
Policy Training Supported
Reporting / Analytics Supported
Version Control Supported
Workflow Management Supported

Integrations

EthicsPoint Not Supported
Microsoft SharePoint Not Supported
Microsoft Word Not Supported
NAVEX One Not Supported
NAVEXEngage Not Supported
VUE Labor Management Supported

Integrations

EthicsPoint Supported
Microsoft SharePoint Supported
Microsoft Word Supported
NAVEX One Supported
NAVEXEngage Supported
VUE Labor Management Not Supported
Claim DocRead for SharePoint and update features and information
Claim DocRead for SharePoint and update features and information
Claim PolicyTech and update features and information
Claim PolicyTech and update features and information