Document versions and tags
- 6 February 2025
Documents uploads and document templates
The 'Add Document' feature in Xoralia allows users to upload documents directly to a connected SharePoint library.
- 7 November 2024
Changing core metadata
Xoralia uses key metadata including owner, version and contact fields, all configurable globally after implementation.
- 29 October 2024
Setting up a grouping of documents in Xoralia as a “Collection”
Collections group documents from multiple libraries, making it easy to support onboarding and improve access to key resources.
- 21 September 2022
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.
- 20 July 2022
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.
- 1 March 2022
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.
- 25 February 2022
Understanding document version numbers
Track document versions automatically when users attest, logging document names and version numbers for audit purposes.