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SPECIFICTION
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DocRead

collaboris.com

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Spec score 7.9 #9 of 21 in Policy Management Software

What it is

DocRead manages policy distribution, staff acknowledgements, and compliance records within Microsoft 365 and SharePoint. It supports configurable approval workflows, role-based reviews, version tracking, and audit trails for policy changes. Policies can be assigned by role, department, location, or group membership. Acknowledgements may be mandatory and time-bound, with automated reminders and escalation for overdue responses. Live dashboards track policy status and completion by policy or user. The Microsoft 365 edition works in SharePoint Online and extends existing document libraries. A separate edition runs inside an organization’s on-premises SharePoint Server environment. DocRead is presented for HR, IT, health and safety, and compliance policies. Both editions require a quote: Microsoft 365 pricing depends on users receiving tasks, while SharePoint Server licensing is based on user count, with editions varying by user and site limits. A 30-day trial is available; evaluation in an organization’s own environment is arranged by contacting Collaboris.

Spec sheet

Purpose
DocRead manages policy distribution, acknowledgements, and compliance evidence within Microsoft 365 and SharePoint Online.Read 5 Oct 2026 · collaboris.com
Trial
The company says customers can evaluate DocRead in their own environment and asks them to contact Collaboris for trial details.Read 5 Oct 2026 · collaboris.com
Integrations
The Microsoft 365 edition works natively in SharePoint Online and extends existing document libraries without complex integrations or duplicate systems.Read 5 Oct 2026 · collaboris.com
Support
The on premises support plans provide online support; Standard allows up to 10 incidents per year with a response within two business days, while Premium allows unlimited incidents and a one business day response.Read 5 Oct 2026 · collaboris.com
Headquarters
The contact page lists Cuana LLC (Collaboris) at 5114 Point Fosdick Dr, Ste F PMB 1106, Gig Harbor, Washington 98335, United States.Read 5 Oct 2026 · collaboris.com
Founded
2007Read 28 Sep 2026 · collaboris.com
Acknowledgements
DocRead supports mandatory and time bound acknowledgements, automated reminders, and escalation of overdue acknowledgements.Read 5 Oct 2026 · collaboris.com
Audience licensing
SharePoint Groups are supported in all on premises editions, while SharePoint Audiences are supported only in Professional and Enterprise editions.Read 5 Oct 2026 · collaboris.com
Company history
Collaboris says it began as a Microsoft SharePoint consultancy in 2007 and released DocRead’s first version in 2011.Read 5 Oct 2026 · collaboris.com
Licensing limit
On premises user licenses are based on unique users receiving reading assignments, and a departed employee’s license cannot be immediately reused while their records remain in DocRead.Read 5 Oct 2026 · collaboris.com
On premises edition
DocRead is also offered for SharePoint Server and runs inside an organization’s existing on premises SharePoint environment.Read 5 Oct 2026 · collaboris.com
Policy lifecycle
The product supports configurable approval workflows, role based reviews, version tracking, and audit trails for policy changes.Read 5 Oct 2026 · collaboris.com
Reporting
Live dashboards and completion tracking show policy status and acknowledgements by policy or user.Read 5 Oct 2026 · collaboris.com
Targeting
Policies can be targeted by role, department, location, or group membership.Read 5 Oct 2026 · collaboris.com
Who it serves
The maker describes DocRead as supporting HR, IT, health and safety, and compliance policies.Read 5 Oct 2026 · collaboris.com

Plans and prices

DocRead for Microsoft 365 Priced on request Quote required · pricing based on users receiving DocRead tasks Read 5 Oct 2026 · collaboris.com
DocRead for SharePoint Server Priced on request Quote required · licensed by user count · editions vary by user and site limits Read 5 Oct 2026 · collaboris.com

Every DocRead plan and price →

Strong points and limits

Strong points

  • Targets policies by role, department, location, or group
  • Automates reminders and overdue escalations
  • Tracks completion in live dashboards
  • Supports approval workflows and version tracking
  • Works within SharePoint Online or SharePoint Server

Limits

  • Pricing requires a quote
  • Trial evaluation requires contacting Collaboris
  • Departed employees’ on-premises licenses cannot be immediately reused
  • SharePoint Audiences support is limited to Professional and Enterprise

Who it suits

DocRead suits organizations that need policy acknowledgements and compliance records in Microsoft 365 or SharePoint. It is presented for HR, IT, health and safety, and compliance teams.

Verdict

DocRead covers policy assignment, acknowledgement tracking, and change records across Microsoft 365 and SharePoint Server. Confirm the relevant licensing basis and edition limits before requesting a quote.

Where Specifiction places it

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