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Document lifecycle
Template files in Xoralia
Xoralia helps manage policies by using custom templates for documents, improving compliance and governance. Templates differ from .dotx files and can be tailored per library, with workflows to review and approve drafts.
What are workflows and how you can use them to update your document directly in Xoralia
Updating documents in SharePoint can be confusing, with lost audit trails and version issues. Xoralia streamlines updates by keeping live documents visible while drafts are managed separately with traceable workflows.
Request Re-read and Not Read
Xoralia lets admins request re-reads or mark policies as unread, ensuring compliance without changing deadlines.
How to assign yourself or others as Document Owners
This article explains how to be a Document Owner in Xoralia and how to assign policy documents to a user or groups.
Read report
Xoralia read report has tabs for read, not read, and log history, all downloadable for detailed tracking.
Reporting suite
Xoralia offers reports on system use, document info, reviews, assignments, and user read history.
Xoralia user dashboard
New Xoralia dashboard shows read stats, quiz scores, and attestation history for all documents.
When to use Xoralia and when to use SharePoint
This article covers what elements and task can be carried out in Xoralia or SharePoint.
Document reviews and expiry
This article provides a guide on how Xoralia can help document owners to stay on top of document reviews and expiries.