Document versions and tags

Documents uploads and document templates

The 'Add Document' feature in Xoralia allows users to upload documents directly to a connected SharePoint library.

Changing core metadata

Xoralia uses key metadata including owner, version and contact fields, all configurable globally after implementation.

Setting up a grouping of documents in Xoralia as a “Collection”

Collections group documents from multiple libraries, making it easy to support onboarding and improve access to key resources.

How to manage document reviews and version control

This article outlines our recommend process for utilising SharePoint’s version control functionality and getting the best out of Xoralia's reporting suite.

Xoralia Power Automate Flow Functionality

This article describes the process of up-versioning a document stored in a SharePoint document library synced with Xoralia using PowerAutomate.

Understanding tags

This article covers how Xoralia allows you to tag policy documents in SharePoint and then surface those tags to allow users to filter and find policies.

Understanding document version numbers

Track document versions automatically when users attest, logging document names and version numbers for audit purposes.