When Xoralia is associated with one or more document libraries in your SharePoint you can carry out most common tasks inside the user-friendly Xoralia interface. However, some tasks can’t be done in Xoralia or are best done in SharePoint.

The table below outlines typical document management tasks that a document owner might carry out, and indicates whether it can be done inside Xoralia or SharePoint (or both). Some of these may change as we improve Xoralia, allowing you to do more from within the Xoralia interface.

Task	Can be done in Xoralia?	Can be done in SharePoint?	Can be done using PowerAutomate?
Control which specific users can create/add documents into a document library without IT intervention	Yes	No	No
Adding or creating new documents in a document library	Yes	Yes	Yes
Ensure all new/uploaded documents are sent through a review/approval process ahead of publishing	Yes	No	Yes
Update existing documents with a clear and auditable trail of document changes and the review/approval process ahead of re-publishing to the wider organisation	Yes	No	No
Automate document workflow tasks such as pre-defining mandatory review and approvers based on company requirements and relying on automation to send notifications and reminders	Yes	No	Yes
Changing the expiry date on a document	Yes	No	No
Adding or changing metadata properties of a document (e.g. document owner, tags, version number etc.)	Yes	Yes	No
Managing version numbers (note that there are two types of version numbers – for more information on this, see Understanding policy version numbers)	Yes	Yes	No
Rolling back to a previous version of a document	No	Yes	No
Archiving old documents that are no longer needed	No	Yes	Yes
Assigning a document for users to read and asking them to attest to having read it	Yes	No	No
Viewing reports and analytics on who has and who hasn’t attested to reading a document	Yes	No	No

The table below outlines typical tasks that an end user (e.g. an employee who is not a document owner) might carry out, and indicates whether it can be done inside Xoralia or SharePoint (or both):

Task	Can be done in Xoralia?	Can be done in SharePoint?
Searching for a document	Yes	Yes
Reading a document	Yes	Yes
Reading an assigned document and attesting to having read it	Yes	No
Viewing document read tasks that have been assigned to me	Yes	No
Checking which assigned documents I have read and haven’t read in a clear and efficient protocol	Yes	No

Last updated: 12 May 2026

Download user guide:

When to use Xoralia and when to use SharePoint

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