Document lifecycle
Home / Knowledge centre / User guides / Document lifecycle
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.
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.
Xoralia lets admins request re-reads or mark policies as unread, ensuring compliance without changing deadlines.
This article explains how to be a Document Owner in Xoralia and how to assign policy documents to a user or groups.
Xoralia read report has tabs for read, not read, and log history, all downloadable for detailed tracking.
Xoralia offers reports on system use, document info, reviews, assignments, and user read history.
New Xoralia dashboard shows read stats, quiz scores, and attestation history for all documents.
This article covers what elements and task can be carried out in Xoralia or SharePoint.