Using SharePoint? Make your documents easier to read

Sep 28, 2023

Effective document management in SharePoint starts with a clear structure. But the way documents are published matters just as much as the way they're stored.

SharePoint supports document management, collaboration, intranets, and integration with Microsoft Teams. However, browsing files in SharePoint isn't always the best reading experience.

A dedicated document portal can present the same content as responsive web pages, making it easier to find and read.

By connecting Readin to SharePoint, you can publish documents as readable, searchable web pages.

Benefits of integrating the Readin Document Portal with SharePoint:

• The documents are read in a modern web-based document portal optimized for online reading on any device (mobile devices, tablets, and PCs).
• Search across documents to find relevant information quickly.
• Readers receive notifications when a document they follow is updated.
• Role and access control for what documents readers can view. You can create roles based on metadata, granting different access levels to various documents.
• Straightforward setup with a hosted SaaS service.

Document Management with SharePoint and Readin

When setting up SharePoint and Readin, we focus on four areas:

1. Organization, Structure, and Metadata

Assess your current setup and requirements.

• Determine document types.
• Identify useful metadata for search and filtering.
• Ensure control over document sources and revisions.
• Make sure authors/readers know where to find documents.

Set up an appropriate document structure.

• Categorize and store documents appropriately.
• Identify active documents.

2. Access, Revisions, and Workflow

• Define who has access to what.
• Determine revision frequency.
• Assign roles (authorship, approval).

3. Content

• Quality assurance of content (styles and structure).
• Templates for documents.
• Store content in the appropriate library or folder.

4. Publishing

• Organize documents for presentation in the Readin Document Portal.
• Templates for presentation (logo, colours, fonts).
• Reader rights (who can read which documents).

Docstream has worked with document management for more than 20 years. Our customers include ConocoPhillips, DNV, Elvia, the Norwegian Parliament, and Norske Tog.

Book a 30-minute online meeting to see how SharePoint and Readin can work together.