Policy Management Software for SharePoint & Microsoft Office 365

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

Microsoft Office 365

Why Policy Management Software Is More Than Publishing Policies

Simply uploading a policy and hoping it gets read doesn’t work—especially for organizations managing complex policies and procedures across distributed teams. As teams scale and responsibilities change, passive access to documents leads to missed communications and inconsistent understanding.

Effective compliance requires more than access. Organizations need visibility into who received each policy, whether it was read, and when it was acknowledged. Without this insight, proving compliance during audits or reviews becomes difficult and risky.

Policy management software solves this by actively distributing policies, tracking readership, and capturing acknowledgements. This creates clear, auditable proof that policies have been communicated and understood, reducing risk and strengthening compliance confidence.

How Policy Management Software Ensures Compliance

Read on time, with clear deadlines and automated reminders.
Seen by the right people, using targeted distribution by role, department, or location.
Acknowledged and auditable, with tracked confirmations that support audits and compliance reviews.

All without disrupting existing SharePoint workflows, turning policy distribution into a measurable, trackable, and reliable compliance process.

Policy Management Software Features for SharePoint

Everything you need from policy management software to manage policies in SharePoint is built to integrate seamlessly with your existing environment. It allows you to distribute policies, target the right users, set deadlines, and track acknowledgements while maintaining full visibility and audit readiness.

Distribute policies with confidence

Select documents directly from your existing SharePoint libraries and assign them with a single click, without duplicating files or changing your document structure. Policies remain securely stored in SharePoint while DocRead manages distribution and tracking automatically.

Target the right people automatically

Choose individuals or groups directly from your SharePoint environment and build targeted audiences in seconds. This ensures policies are delivered only to relevant users, reducing noise and improving compliance rates.

Set deadlines and track completion

Define fixed dates or rolling deadlines based on business needs and compliance requirements. DocRead continuously monitors completion and highlights overdue acknowledgements without manual follow-up.

Dynamic assignments with SmartMove

Assignments automatically update as users join, leave, or change roles within your organization. This removes the need for manual reassignment and ensures ongoing compliance as your workforce evolves.

Real-time compliance dashboards

Instantly identify problem areas with clear, real-time visibility into policy readership and acknowledgement status. Drill down across sites, teams, or individuals to support audits and compliance reporting with confidence.

SHOW ME HOW

How DocRead Works:

Step 1: Select Policies

Select policies and procedures directly from your existing SharePoint libraries without duplicating content. Documents remain governed by SharePoint permissions, version control, and security settings.

Step 2: Assign them to users or groups

Assign policies to individuals, Microsoft 365 groups, or SharePoint audiences in just a few clicks. This ensures content is delivered only to relevant users across the organization.

Step 3: Set Deadlines or Schedules

Set one-time deadlines or recurring schedules to meet compliance and governance requirements. Automated reminders help ensure acknowledgements are completed on time.

Step 4: Track and Prove Compliance

Track reading status and acknowledgements through real-time dashboards and reports. Generate audit-ready evidence instantly for reviews and regulatory inspections.

Revolutionize Policy Compliance

Manage policy compliance directly inside SharePoint without disrupting existing workflows. DocRead ensures the right policies reach the right people at the right time, capturing acknowledgements automatically and providing clear proof of compliance whenever it’s needed.

Overall Rating:

4.8/5 stars

Ease of Use

Compliance Readiness

Integration

Our Customers

See how our customers use DocRead to manage policies more effectively, improve compliance, and ensure critical content is read and acknowledged on time.

I am so impressed by the support team at Collaboris. They are always fast to respond to my support requests and are very helpful. Wow. #DocRead"

Lise Rasmussen

Polarcus

DocRead has enabled us to see a massive efficiency improvement... we are now saving 2 to 3 weeks per policy on administration alone.

Nick Ferguson

Peregrine Pharmaceuticals

Here are just a few of our hundreds of customers. Find out how they are saving time by using DocRead and DocSurvey by visiting our product pages

DocRead has transformed the way we do internal policies. Gone was the word document on our website requiring email confirmations to be replaced by a fully automated solution where our employee’s login to our DocRead SharePoint site and perform the read and signature confirmation right there! Administration of DocRead is also very easy and getting tech support from Collaboris is always quick and efficient. I highly recommend DocRead.

rodito buan

ACD Labs

Integrating DocRead in our existing site enabled us to easily comply with specific regulatory requirements, to efficiently share company policies with colleagues and to quickly collect the related evidence when audited.

The Collaboris team was gladly available to receive our feedback and our suggestions.

anon

DocRead customer

Our Case Studies

Explore real-world case studies that show how organizations use DocRead to improve policy compliance, reduce risk, and ensure critical information is read and acknowledged on time.

Check Your Security: DocRead for Office 365

Peregrine Pharmaceuticals: On-premises DocRead

View all case studies

Get a Copy of Our Free eBooks

Explore our free eBooks to learn practical strategies for managing policies, improving compliance, and getting more value from SharePoint and Microsoft 365.

Build a policy lifecycle solution with SharePoint and Microsoft 365

By leveraging SharePoint’s built-in capabilities alongside off-the-shelf, no-code solutions, organizations can quickly transform standard SharePoint into a fully featured policy management solution.

Get this eBook

Standard operating procedures: Beginner's guide

Developing Standard Operating Procedures for your organization doesn’t need to be complex. This free Standard Operating Procedures manual guides you through the entire SOP lifecycle, from creation and training to distribution.