Xoralia SPFX Installation Guide

Xoralia SPFX Installation Guide

Introduction

This deployment document describes how to install the Xoralia SPFX web parts and adaptive card extensions (ACE’s) onto a SharePoint Tenancy.

This document assumes that:

  • The deployment is undertaken by a competent I.T. professional
  • The person undertaken the deployment has administrator permissions (including access to the SharePoint App Catalogue).

At the end of the deployment, the SharePoint tenancy will have access to the following SPFX web parts and ACE’s:

  1. Must read documents web part (targeted)
  2. All documents library web part
  3. Documents due for review web part (targeted)
  4. Org-wide documents due for review web part
  5. Expired documents VIVA extension card
  6. Must read documents VIVA extension card
  7. Documents due for review VIVA extension card

How to deploy the “Xoralia-SPFX.sppkg” package to your App Catalogue

Visit the admin centre for your SharePoint tenancy (*-admin.sharepoint.com, where ‘*’ is the name of your tenant.

Click “More Features” in the left panel.

Click the “Open” under the Apps section of “More Features”

Click “App Catalog”

Click “Apps for SharePoint” in the left panel

Click “Upload” and select the “xoralia-spfx.sppkg” file and click Open

Select the “Make this solution available…” checkbox if you would like to deploy the Xoralia SPFX web part’s and ACE’s to every site on your tenancy, otherwise leave unchecked.

If you leave it unchecked you will need to add the app manually to each site.

Click “Deploy”.

Go back to the SharePoint Admin Center and click “API access” in the left-hand side panel

Approve the “User.ReadBasic.All” and “Sites.Read.All” permissions. The “API access” window should then look like below:

Visit https://portal.azure.com and go into the “App Registrations”

Click “All applications” and then click on “SharePoint Online Client Extensibility Web Application Principal”

Click the Ellipsis on the grey bar, then click “Add to configured permissions”.

Click “Yes, add”

Click “Grant admin consent for {{tenant}}”

Click “Yes”

Visit a page and click the edit button, then the “+” icon to add a web part. Type Xoralia in the search bar and the four web parts should appear

Add the web parts to the page to check that policies are rendered with no errors.

Add the All documents library web part to the page and configure the web part properties to make sure that policies are shown for at least one document library

Now we will add the Adaptive Card Extensions to the Viva Connections Dashboard. The dashboard is only available on the “Home” site.

For this deployment guide we will use the “Policies” site, however you should take some deliberation with the rest of your organisation in deciding what site is best served to show the Dashboard.

Go to the SharePoint Admin centre (*-admin.sharepoint.com) and click “Settings”. Then select “Home Site” then type out the root URL of the site you want to set the Home site as then click “Save”.

Visit the site you have selected as your “Home” site (in this case https://77gl5l.sharepoint.com/sites/Policies) and click the settings cog, then “Set up Viva Connections”.

NOTE: Sometimes it can take some time for this option to show up – try going in and out of Site Contents to force the option to appear

Click “Create Dashboard”

You will then be redirected to the Dashboard page, where you can add the ACE’s

Web part and viva add on package

Xoralia webparts and Viva adaptive card extensions

Xoralia web parts

Web parts are the core components that build value in any SharePoint intranet site. To keep your organisation using the intranet as a high-value resource, Xoralia provides 4 bolt-on web parts. These include:

All documents library web part

This web part displays all documents within document libraries that have been synced with Xoralia to allow the end user to browse. Note the document libraries must be selected to show by the Site Owner within the web part properties in order for the web part to work correctly.


Must read documents web part (targeted)

This web part is targeted to end users within the intranet and will show them documents that have been assigned to them to read.


Documents due for review web part (targeted)

This web part is targeted to end users within the intranet to show the user documents they have been assigned to maintain the validity of, and therefore shows them documents pending update or documents that have expired (review lapsed).


Org-wide documents due for review web part

This web part is most helpful for managers or the compliance team and displays all documents across all documents libraries and document owners in Xoralia that have expired.





Click here to view Xoralia web parts installation instructions >


Viva addon extensions

Viva extensions are a powerful tool that can help utilise productivity. Xoralia's adaptive card extensions deliver notifications directly to your Viva account, so that you never have to miss a thing! These include:

Must read documents VIVA extension card

This VIVA extension shows the user the documents they have been assigned to read and attest to.


Documents due for review VIVA extension card

This VIVA extension shows the user the documents they own that are pending their review.


Expired documents VIVA extension card

This VIVA extension shows the user the documents they own that have expired (review date lapsed).



Click here to view Xoralia extension card installation instructions >

Can’t see the Viva web parts in your page web part catalogue?

Can't see the Viva web parts in your page web part catalogue?

The issue is likely because the site or page you're trying to add the web part onto has not been set as a Home site by the SharePoint administrator. VIVA extensions are limited to only being available on Home sites.

See below instructions on how to make a site a Home site to allow for VIVA extension web parts.

1. Open SP admin center. Click settings > click Home site and add URL.

2. Once step one is complete, in the site, you should see 'Set up Viva Connections'.

3. Now click on 'Add a card' > Choose webpart / card > For configuration, click edit icon. Then click Republish.

4. In the main site, you can now edit the page and add webpart 'Dashboard for Viva Connection'

What is policy lifecycle management?

What is policy lifecycle management?





What is policy lifecycle management?

Policy lifecycle management can be defined as the successful management of a policy from the point at which it is created up to when it is updated to a new version or retired. This includes the processes relating to creating the policy, dissemination to employees, any employee attestation process required and then reviewing it before updating to a new version.

Policy lifecycle management often involves activities carried out by policy authors and owners, and then administrators who are managing the dissemination across the intranet or relevant site as well as the attestation process. Policy lifecycle management software can help with this process, automating many of the tasks.


What are the different stages in policy lifecycle management?

The policies in your organisation are very important – they guide decision-making, minimise risk, support everyday operations, uphold compliance across a variety of different areas and more. Policy lifecycle management is a critical activity in ensuring that your policies are kept up to date and everybody is accessing the latest versions, and that employees are aware of any changes made.

In this article, we’re going to look at what policy lifecycle management is, the different stages involved and how policy lifecycle management software can help.


What are the key stages in the lifecycle of a policy?

Let’s take a closer look at the ten stages involved in policy lifecycle management, particularly when policy lifecycle management software such as Xoralia is involved.

  1. Create the policy
  2. First, policy owners must create the policy. This is likely to be an offline process which can involve various different policy owners, stakeholders and owners. It’s likely to be done in a document format, and may have gone through several revisions. In particular, starting a new policy from scratch is not necessarily a rapid process.

  3. Upload the document to a library
  4. When a draft policy document is ready, it can be uploaded to a repository ready for dissemination. This is likely to be an appropriate document library within an intranet or SharePoint site, for example.

  5. Send the document for review and approval
  6. It’s important to check that the policy document is the correct version, so there will often be some review and approval workflow from appropriate stakeholders to make sure everything has been approved. In practice, reviews will likely have already taken place offline if a new policy has been created from scratch. However, if it is a new version of a policy with only some changes to confirm, then this review and approval workflow stage works very well.

  7. Document approved and accessible within the document library
  8. Once the document has been approved for organisational use, it will be displayed in the document library and given a suitable version control number, such as V2.0. Important additional information should also be displayed such as the date and the policy owner, as well as elements like the category. At the same time, the previous version of a policy will be retired.

  9. Distribute the document and trigger an attestation process
  10. With the document accessible, it’s now time to distribute the document to the entire organisation or to targeted groups; the latter could be reflected in your Active Directory.

    Distributing the new policy could be as simple as drawing attention to it through a communication, but there may also be a need for an employee attestation process whereby all employees must confirm they have read the new policy. This could be because it is important for internal or external compliance, or both. Using software like Xoralia, you can automate the attestation process, with every employee getting a notification and link to the policy and related confirmation form.

    You can also ensure that the attestation process is triggered for new starters, for example, who need to review a particular policy as part of their onboarding process.

  11. Review attestation status for each employee and chase if required
  12. It’s now time to review the attestation status for each employee and, if necessary, chase them to take action; policy management software will have in-built report to help with this.

    If an employee does need to be chased, it can be done through automated reminders if there has been no action after a certain amount of time or by a certain deadline, or a direct message from their line manager.

  13. View overall reporting and attestation status for each policy
  14. As more employees confirm they have read the policies, administrators and policy owners can then review the overall attestation status for each one.

  15. Meet compliance requirements and report for audit
  16. As admins view the overall attestation status of a policy, they can take action until everybody has confirmed they have read and understood it, meeting any compliance requirements. There should be some reporting to provide confirmation that the compliance has been met, to be used with external third parties for auditing and certification purposes.

  17. Review the policy
  18. Policies need to be regularly reviewed so they remain up to date. Ideally, a review period or date should be set to automatically prompt the owner to review the policy and see if it needs an update. At other times, there might be a trigger such as change in legislation or an incident that could prompt a review of policies. During its lifecycle, a version of a policy will go through multiple reviews.

  19. Retire and replace the policy
  20. A policy will eventually be replaced by a later version, or sometimes replaced entirely. The lifecycle is then complete.


Policy lifecycle management software can help

Managing policies involves a lot of administration and repeatable tasks, so software can make the process significantly easier to manage. Most policy lifecycle management software has been carefully designed to assist with each stage of the policy lifecycle. Let’s explore the different ways it can help.

Automate a multitude of tasks

Many of the tasks within policy lifecycle management can be automated: tasks like sending out reminders, checking to see if a policy has been read, ensuring policy owners and governing bodies review their policy and issuing version numbers can all be carried out through automation. This helps busy teams save time and be more productive, allowing them to redirect their day to more value-added and less mundane activities!

Provide reminders to owners and employees

One of the automated tasks that policy lifecycle management software helps with is sending out different notification reminders, both to policy owners to review their policies at regular intervals and to employees when a new policy needs to be read, as well as reminders if an employee hasn’t confirmed they have read a required policy. These notifications are essential in driving the lifecycle of the policy.

Scale the process

Checking for and sending out all these reminders and notifications is a nightmare to do manually, as anyone who has ever used a spreadsheet and email will confirm! It’s also a completely unnecessary administrative overhead. Policy lifecycle management software ensures your policy management is truly scalable.

Eliminate mistakes

Keeping on top of policy management versions and employee attestation processes is very fiddly, and errors are probable. Perhaps you missed out a group? Perhaps a version of a policy didn’t update on the intranet? Policy lifecycle management software does much of the heavy lifting and helps avoid mistakes and errors, reducing risk in the process.

Support reporting

Policy management software will automate all the reporting to track policy management, employee attestation and other related processes. Good policy lifecycle management software supports reporting for senior management, policy owners, system administrators and managers responsible for ensuring their division or team read a policy.

Support compliance

Collectively, the reporting, document versioning and audit trails around updating policies and employee attestation processes support regulatory and legal compliance needs, and are crucial to show a third party that you are doing everything you can to ensure employees comply with a policy, for example.

Provide access for everybody

Of course, policy lifecycle management software also ensures everyone has access to your policies, ideally via your intranet or similar employee portal.


Using Xoralia for policy management

Xoralia is a dedicated policy lifecycle management solution based on SharePoint that can help with everything we have described above, supporting you through every stage of the policy management lifecycle. Want to find out more? Then book a demo!

Book a live demo

Find out more about Xoralia policy management software

During the demo, we'll walk you through Xoralia’s various features and functionality, providing plenty of time for you to ask our experts questions along the way.

Book a demo

Policies and procedure in the workplace: The ultimate guide 

Policies and procedure in the workplace: The ultimate guide



Policies and procedures are an important part of organisational life, giving "official" instructions and guidelines on how things are done, providing clarity on dealing with issues and establishing the expected behaviours and standards of employees. No one can pretend that an organisation’s policies and procedures are going to be the most exciting read, but they can prove to be very useful reference material in providing clarity for managers and employees, helping standardise approaches and minimising risk.

In this post, we're going to do a deep dive into the world of policies and procedures, looking at what they are, why they are important and how to manage them. We’re not expecting you to love policies and procedures, but we hope by the end of the article you'll view them a little more positively!


What are policies and procedures?

Policies and procedures are sets of principles and rules that provide structure and standardisation to processes carried out across an organisation. They can range from documents which outline overarching company principles through to detailed instructions on how to carry out specific processes, as well as associated guidelines for employees.

Generally, a policy will outline principles to follow, while procedures are more detailed and spell out the steps necessary to complete a task or undertake a set of actions. Usually, a procedure is likely to change more often than an underlying policy.

Although policies and procedures are distinct, a policy document can contain procedural information and vice versa. Sometimes, the line between what is a policy and what is a procedure can be fuzzy; there can also be forms, guidelines, checklists and even user guides that fall under the “procedural” umbrella.


Why do we need policies and procedures in the workplace?

We need policies and procedures in the workplace for multiple reasons. Let’s explore some of the key ones.

Helping employees complete tasks and get things done

In any given working day, employees complete multiple tasks, some relating to their role and others to more general processes. Additionally, employees may have to make several decisions during the working week. Policies and procedures provide essential baseline information for employees to get things done and make accompanying decisions.

Standardising processes

Most organisations seek to standardise processes across different divisions, regions and locations in order to drive efficiency, support customer experience, raise standards and provide consistency and simplicity across complex structures and diverse workforces. Having well-defined policies and procedures underpins this standardisation.

Supporting professional conduct

Policies and procedures define expected levels of professional conduct and behaviour, covering multiple aspects of organisational life including treatment of colleagues, interaction with customers, risk management and more. Having these policies and procedures is important for the smooth day-to-day running of any business.

Supporting compliance and certification

There are a range of different policies and procedures that must be followed for regulatory, legal and compliance reasons. Businesses need to enforce these policies, and may also need to show external regulators and other bodies they are doing everything they can to make sure they are followed. The way policies and procedures are managed and disseminated is a major component of this. Similarly, organisations may have to adhere to standards such as ISO 27001 and demonstrate policies are being followed to the relevant certification body.

Minimising risks

It’s not just legal and regulatory compliance that is important - having the right policies and procedures helps minimise risks across other areas, such as:

  • Health and safety: ensuring the wellbeing of employees and third parties, especially in areas such as construction, engineering, manufacturing and mining
  • Brand reputation: helping to preserve business image by supporting good customer service, preventing legal action, ensuring there aren’t data breaches and more
  • Supporting employees: ensuring employees follow the correct procedures to limit their personal risk and liability
  • And many more!

Helping new starters

It can be an overwhelming and even confusing time when a person starts at a new company, with a lot to do and learn. Having clear policies and procedures helps new starters complete onboarding processes and settle in more quickly; in turn, a positive onboarding experience also reduces employee turnover.

Managing change

Organisations are in a constant state of flux, and managing change across the workforce can be hard. Having clear policies and procedures helps manage change and outline new ways of working, both large and small.

Support values and wellbeing

Values and employee wellbeing are increasingly being recognised as important components of employee experience. Ensuring policies and procedures align with company values and provide safeguards for wellbeing can make a tangible difference.

Supporting an employee value proposition

The employee value proposition (EVP) of a company spells out some of its key HR policies and procedures, such as opportunities for career progression, learning and training, flexible working, maternity and paternity leave, pay and benefits and so on. The EVP of an organisation is central to attracting and retaining talent.


Common policies and procedures that every workplace needs

What are some of the common policies and procedures found in the typical workplace? Here are some of the most widespread, and most important.

General conduct

Policies and procedures will present clear expectations about employees’ workplace conduct. This can cover everything from interacting with employees and customers to lifestyle choices outside work, such as use of alcohol and drugs. As part of this, there will also be established processes around misconduct and what happens if it arises, including disciplinary procedures.

Professional conduct

Some businesses have more specific conduct guidelines to cover aspects of professional life, depending on the industry sector. Accountants, lawyers, financial services and the gaming industry, for example, all have regulatory and professional considerations that will impact individual conduct and other organisational procedures.

Regulatory compliance

Some regulated industries also have very specific additional processes they need to carry out relating to regulatory compliance. For example, financial services have a range of policies around advertising, marketing and selling that must be adhered to. Other regulated industries with strict regulatory procedures include pharmaceuticals, healthcare, energy, gaming and professional services.

HR and employment policies

There are a range of other common HR and employment policies such as those regarding maternity and paternity leave, sick pay, absence, career advancement, secondments, performance management and more. These HR policies are often an important reference point for employees during their time at a company, as well as when they are considering whether to join in the first place. As already stated, HR policies are a key part of any employment value proposition (EVP).

Travel and expenses

Most companies will have a travel and expenses policy relating to booking travel and claiming back expenses. This might stipulate the kind of travel that can be booked, how to do it and the approval process required from a manager.

Ordering equipment and other transactions

Organisations will also have policies and procedures relating to other everyday transactions that might involve approval workflow, such as ordering office equipment.

Use of technology and social media

How employees use technology and social media involves a degree of trust. Most organisations have a set of policies and procedures covering acceptable usage of technology and digital channels, both internally and externally.

Health and safety

One of the most important areas of policy and procedure is ensuring the right health and safety measures are in place. In some industries such as mining, engineering, healthcare, construction and energy, these are heavily promoted, and are key priorities at an organisational, team and individual level.

Hybrid and remote work

The pandemic has dramatically increased remote working, and many companies are now figuring out their policies and procedures relating to hybrid work and how they can make these work in the future.

Employee onboarding

As already noted, employee onboarding is crucial and can impact employee turnover. Having the right onboarding policies and procedures in place makes a big difference.

Procurement and due diligence

Procuring new suppliers and providing the necessary checks is essential in establishing successful relationships with suppliers, providing value for money and protecting an organisation’s reputation. As a result, most companies have a range of procurement and due diligence policies and procedures in place.


Policies and procedures management best practices

How should you manage your policies and procedures? There are a range of best practices to follow that will help ensure employees can easily access the latest documents and information, safe in the knowledge that they are accurate and up to date.

Allow easy access for all

Policies and procedures are there to standardise processes and minimise risks, but they also help employees get things done in the best way possible, supporting productivity and underpinning a good employee experience. Ensuring your entire workforce can easily access the right policies and procedure at the point of need is key to them being followed; there should not be groups who do not have access, such as your frontline staff. A central policies and procedures library available through your intranet is a proven model that works.

Ensure a single source of truth

Have just one source of truth for your policies and procedures to avoid issues with multiple versions that cause confusion and result in employees performing the wrong actions. Having multiple versions also undermines employee trust in any central policies and procedures library.

Keep policies and procedures up to date

Policies and procedures must always be kept up to date so they are accurate. Even if changes are small, it’s always best to execute any updates as quickly as possible, minimising the risk of errors down the line.

Keep control over versions

Establishing robust version control over policies and procedures is essential to prevent multiple versions circulating. Having a clear convention for numbering different versions and using the right solution (such as a SharePoint library) will help.

Clear ownership and lifecycle management

Many of the above best practices are achieved by having clear, defined ownership of each policy or procedure, with named individuals responsible for executing the right lifecycle management processes around regular reviews, updating their policy and more.

Make policies and procedures findable

As well as making policies and procedures easy to access, employees also need to be able to find the right information or document when required. Ensuring policies and procedures are findable and discoverable is critical. There are various approaches which help with this, including:

  • Creating a search specific to your policies and procedures library
  • Using tagging to categorise different policies to make them browsable or filterable via search
  • Creating views to filter policies by owner, function, type and topic
  • Using personalisation to show relevant policies and procedures to individual users
  • Including policies and procedures in a wider intranet, enterprise or Microsoft search
  • Using the right titles to accurately indicate policies’ purpose and contents.

Driving personalisation and targeting to ensure variations

Some policies may not be relevant to different groups of employees based on their role, location, level of hierarchy and so on. For example, in large global companies, HR policies often vary from country to country. Leveraging personalisation and targeting to ensure users access the right policies based on their profile will drive relevance and make sure the right policies are followed.

Checking for employee attestation

There are some very important mandatory policies that you will want to ensure everyone reads; sometimes, you will need to demonstrate to external parties that this has been done. These external parties are likely to be regulators or certification bodies, but they can be customers too. Running an employee attestation process where you can track who has read which policy, who has confirmed they have done so or even who has agreed to adhere to what is the best way to achieve this.

Carry out auditing when you need to

Ensure you have some kind of auditing process around your policies and procedures that records who has made changes to policy documentation and when. This helps force policy and procedure owners to take their role seriously, and also demonstrates to regulators and certification bodies that you have a robust approach to policy management.

Making policies readable and digestible

Policies and procedures are there to be used and followed, not ignored. A 50-page document written in “legalese” is never going to be read by your employees, and while it may be important to have from a regulatory, legal, compliance or risk perspective, creating a shorter version that is readable, digestible and actionable is far more likely to result in policies actually being followed.

Allowing access at the point of need

Allowing access to policies and procedures at the right time, directly at the point of need, helps boost adherence. For example, if an employee is making a travel booking, arranging easy access to the travel policy if they need to review it can be useful, even if it is just a link on the requisite form. Similarly, making it simple for your new hires to access the policies and procedures they need to read and attest to during the onboarding process will drive efficiency.

Have an agreed naming convention

Have a standard naming convention in place for your policies and procedures to ensure employees can find the right document and avoid confusion.


How policy management software can help

Many of the best practices mentioned above are enabled by having the right policy management software. A dedicated solution such as Xoralia will ensure you have the best overall approach to policy management, supporting your users, policy owners and administrators. Let’s explore the main areas where policy management software can add value.

Automation

Managing policies and procedures involves a lot of simple, repeatable tasks that can be automated. Policy management software will automate many of these, dramatically reducing the administrative burden of policy owners and digital workplace teams and allowing them to focus on more meaningful and valuable work.

Provide easy access to policies and make them findable

Providing easy, centralised access to your policies for all your employees is at the heart of successful policy distribution. Policy management software will establish a central library, and provide search and browse tools to make them findable and discoverable.

Document versioning and control

Effective document versioning is essential to make sure employees only read the very latest versions of policies and procedures.

Lifecycle management

A good policy management solution supports policy owners and admins by helping them manage their policy through its lifecycle, from creation through to archiving. The solution should help them review the policy at regular intervals, add new versions, retire old ones and more.

Auditing

Sometimes, policy management needs to be audited for compliance, regulatory or certification purposes. Policy management software should support this through providing audit trails, for example.

Tracking employee attestation

Employee attestation relating to reading and confirming mandatory policies and procedures is an onerous task. Policy management software should make this easy and effortless through automation – a relief for anyone who has managed this via email and spreadsheets in the past!

Reporting

Policy management software allows you to carry out any reporting and measurement relating to policy management and distribution, including employee attestation.


Managing policies and procedures? Demo Xoralia today.

Managing policies and procedures is a critical activity that every organisation should commit to. Policy management software like Xoralia makes this much easier. Why not book a demo?

Book a live demo

Find out more about Xoralia policy management software

During the demo, we'll walk you through Xoralia’s various features and functionality, providing plenty of time for you to ask our experts questions along the way.

Book a demo

How to create a quiz for your document readers

How to create a quiz for your document readers

Start off in the Documents you own section of Xoralia

Select the document you want to add a quiz to and select: Add quiz.

This will direct you to the create quiz page.

Specify the pass mark and amount of questions users are required to answer in the appropriate fields.

Create multiple choice or multiple answer questions as appropriate. A minimum of 5 questions are required within the question pool for the quiz to be saved and published to users.

Please ensure you select the correct amount of answers per question type. Please note answers will be ordered as you have written them, they will not randomise.

All of your questions will appear within the question pool if they have been entered correctly.

At any time you are able to Save and Cancel any changes if required. The Edit quiz button will now appear to enable you to Save and Publish your quiz at an appropriate time.

To publish your quiz, click Save and publish.

You quiz will then be displayed to users as having a quiz associated with attestation.

The document readers will see and be required to answer quiz questions as per the set parameters.

Xoralia 2.3.0 release notes

Xoralia 2.3.0 release notes

Highlights of this release:

  • Enhanced read history records
  • Quiz builder
  • Teams app and notifications

Enhanced read history records

Xoralia now allows for a read history record that lasts forever. The new condensed view allows for document owners to see visibility of the end-user and their attestations to the documents throughout their version history lifecycle.

Quiz builder

Make sure users read your document by validating their knowledge on information. The new quiz builder functionality will allow document owners to create custom questions, use question pools and set a pass mark to ensure full focus of the reader.

Teams app and notifications

Enhance your organisation’s digital workspace by allowing Xoralia users to access and attest to policies within Microsoft Teams. Keep everything in one space with push notifications to users via Teams too.

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Xoralia 2.2.0 release notes

Xoralia 2.2.0 release notes

Highlights of this release:

  • Freemium product license
  • License management administration and usage reporting
  • Document preview enhancement

Freemium product license

Try Xoralia for free! The Xoralia team wants everyone to see how good Xoralia is before buying. Our Freemium license lets users test all functionality, excluding branding customisation and report extracts, for an unlimited amount of time

License management administration and usage reporting

  • Track license statistics with our usage bar with corresponding download report
  • All figures are simple and displayed in real time

View granular details on the usage extract report

Document preview enhancement

  • Improve user experience
  • A larger reading window and simplified attestation process
  • No need to close tabs, the users now stays in Xoralia

Document Owners can now fully preview their documents as they assign to readers

Xoralia 2.1.0 release notes

Xoralia 2.1.0 release notes

Highlights of this release:

  • Simplified and enhanced look-and-feel for end users
  • Front end admin panel
  • Self manage Xoralia admin permissions
  • Self manage removal of legacy or unwanted document libraries
  • Branding – custom logo upload
  • Introduction to reporting – read report download
  • SharePoint webparts and user focused notifications

Start up/Log-in screen

  • Changed for simplicity
  • Aligns with Microsoft log in theme
  • 'Set up Xoralia' for self-installation guidance on new tenants

Usability improvements

  • Last synced awareness
  • Version history awareness
  • Simplified experience choosing document library
  • New 'Settings' admin panel

Admin panel

  • Add custom logo to Xoralia
  • Improved library association options
  • Remove library association for legacy libraries
  • Manage your license

Amend and update Xoralia admins

Improved reporting

  • Read report readability enhancement
  • New functionality to allow read report download file

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