Document versions and tags
The 'Add Document' feature in Xoralia allows users to upload documents directly to a connected SharePoint library.
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.
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.
This article outlines our recommend process for utilising SharePoint’s version control functionality and getting the best out of Xoralia's reporting suite.
This article describes the process of up-versioning a document stored in a SharePoint document library synced with Xoralia using PowerAutomate.
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.
This article explains how Xoralia can help document owners keep track of their document versions.
