Policy Management

Software for SharePoint

Ensure your policies are read, understood, and acknowledged — on time and by the right people.

DocRead is a policy management software for SharePoint Server and Microsoft Office 365 that makes compliance easy. Built from 12+ years of real customer feedback, DocRead helps organizations distribute, track, and confirm critical content without ever leaving SharePoint.

SharePoint Server Office 365

    • Because publishing policies isn’t enough

    Simply uploading a policy and hoping it gets read doesn’t work — especially in complex organizations. Compliance requires visibility, accountability, and proof.

    DocRead ensures your policies are:

    • Read on time
    • Seen by the right people
    • Acknowledged and auditable

    All without disrupting how your teams already work in SharePoint.



    Everything you need to manage policies in SharePoint

    Select documents directly from your existing SharePoint libraries and assign them with a simple click — no duplication, no manual chasing.

    Choose individuals or groups from your SharePoint environment and create custom audiences in seconds.

    Define specific dates or rolling deadlines and let DocRead monitor completion for you.

    Assignments automatically update as users join, leave, or change roles — no manual reassignment needed.

    Instantly identify problem areas and drill down into reading status across all sites.

    Show Me How

    How DocRead works — in practice

    Step 1

    Select policies from SharePoint

    Step 2

    Assign them to users or groups

    Step 3

    Set deadlines or recurring schedules

    Step 4

    Track and prove compliance in real time

    No new system. No retraining. No workflow disruption.

    Revolutionize policy compliance inside SharePoint

    Manage policy compliance directly inside SharePoint — without adding new systems or disrupting existing workflows.

    DocRead ensures the right policies reach the right people, captures acknowledgements, and delivers audit-ready proof in real time.

    See DocRead in Action

    What our customers say

    “I am so impressed by the support team at Collaboris. They are always fast to respond and extremely helpful.”

    — Lise Rasmussen, Police

    “DocRead has enabled us to improve efficiency and reduce risk.”

    — Nick Ferguson, Prodrive Technologies

    “DocRead has transformed how we manage internal policies.”

    — David Allan, AABC Law

    DocRead is trusted because it delivers

    DocRead is used by organizations worldwide to ensure important content is read on time and fully understood.

    DocRead for Office 365
    On-Premise SharePoint
    View all case studies

    Build a complete policy lifecycle solution

    From creation to acknowledgement, DocRead supports every stage of your policy lifecycle.

    Get your free ebook

    From our Blog

    The Hidden Costs of Poor Policy Management in Microsoft 365

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    Read More The Hidden Costs of Poor Policy Management in Microsoft 365

    Questions about policy compliance in SharePoint?

    Our team is happy to help you understand how DocRead fits into your SharePoint environment and compliance strategy.

    Frequently Asked Questions

    SharePoint is great for storing documents, but it doesn’t guarantee they’re read or understood. DocRead adds accountability by actively assigning policies, tracking completion, collecting acknowledgements, and providing auditable proof — all without leaving SharePoint.

    Yes. DocRead allows you to target individuals or groups directly from your existing SharePoint environment. With SmartMove, assignments automatically update when users change roles, join new teams, or leave the organization.

    Absolutely. DocRead supports both on-premise SharePoint Server and Microsoft Office 365, giving organizations flexibility regardless of their infrastructure or migration plans.

    Yes. DocRead provides real-time dashboards and detailed reports that show who has read, acknowledged, or missed assigned documents. This gives compliance and audit teams clear, defensible evidence when it matters most.

    Most organizations are able to upload, assign, and track their first policy within minutes. Because DocRead is built directly into SharePoint, there’s no need for complex setup, training, or workflow changes.

    Ready to ensure your policies are actually read?

    See how DocRead helps organizations reduce risk, improve accountability, and simplify compliance — without leaving SharePoint.

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