Document lifecycle

Template files in Xoralia

Use custom templates to standardise documents, improve governance and support structured review and approval workflows.

What are workflows and how you can use them to update your document directly in Xoralia

Simplify SharePoint document updates with Xoralia, maintaining audit trails and separating live documents from drafts.

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.