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Documents 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 three key metadata: Document Owner (maintainer), Document Version (update tracking), and Document Contact (inquiry point). Terms can be customized globally in settings post-implementation.
Setting up a grouping of documents in Xoralia as a “Collection”
A Xoralia “Collection” groups key documents from various libraries for easy access. Ideal for onboarding, it allows admins to streamline access to policies and tools, enhancing user experience and productivity.
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
This article explains how Xoralia can help document owners keep track of their document versions.