{"id":38010,"date":"2018-10-04T12:12:57","date_gmt":"2018-10-04T17:12:57","guid":{"rendered":"https:\/\/visualsp.com\/blog\/recipe-show-a-policy-to-users-when-they-are-uploading-documents\/"},"modified":"2025-02-20T17:41:24","modified_gmt":"2025-02-20T22:41:24","slug":"recipe-show-a-policy-to-users-when-they-are-uploading-documents","status":"publish","type":"post","link":"https:\/\/www.visualsp.com\/blog\/recipe-show-a-policy-to-users-when-they-are-uploading-documents\/","title":{"rendered":"How to show a compliance policy to users when they are uploading documents to SharePoint"},"content":{"rendered":"<p>Regardless of how brilliant your organization\u2019s ideas, how innovative its technology, or how solid the business plan \u2013\u00a0 regulatory compliance could potentially determine the eventual success or failure of your organization. This is a challenge that some organizations navigate more successfully than others.<\/p>\n<p>For example your company compliance rules require you show a warning dialog to users every time they come to a specific document library.\u00a0\u00a0This dialog should tell them that they cannot upload any document that has credit card or social security numbers in it.\u00a0 How can you easily accomplish this and scale for the whole SharePoint site?<\/p>\n<h3><strong>VisualSP offers\u00a0the ability to\u00a0deliver Walkthroughs and Warnings wherever you need them within the SharePoint site.<\/strong><\/h3>\n<p><a href=\"https:\/\/www.visualsp.com\/products\/visualsp-walkthroughs\/\" rel=\" noopener\">The warning dialog is developed using a 1-step walkthrough.<\/a> It contains rich text and graphics to convey the point clearly. Every time a user visits a particular document library, they are shown\u00a0a warning dialog informing them of the compliance policy.<\/p>\n<div><img decoding=\"async\" style=\"width: 1280px;\" src=\"https:\/\/www.visualsp.com\/blog\/wp-content\/uploads\/2023\/10\/warning_dialog_box_blog_header.jpg\" alt=\"warning_dialog_box_blog_header\" width=\"1280\" \/><\/div>\n<p>If they do not agree and click on the \"I don't agree\" button, they are navigated to a privacy policy page. If they click on the \"I agree\" button, the dialog box closes and they can see the document library where they have to upload the document.<\/p>\n<p>Analytics in the background capture the fact that they have been shown this dialog. These analytics can then be exported and reported on as needed.<\/p>\n<div><img decoding=\"async\" src=\"https:\/\/www.visualsp.com\/blog\/wp-content\/uploads\/2023\/10\/analytics-compliance.png\" alt=\"analytics compliance\" \/><\/div>\n<p>&nbsp;<\/p>\n<p>This demonstration shows how the functionality works and how it's all configured using VisualSP.<\/p>\n<h2>Get Started Today<\/h2>\n<p><a href=\"https:\/\/www.visualsp.com\/products\/microsoft-365-sharepoint-training\/\" rel=\" noopener\">Visit VisualSP\u00a0and\u00a0discover how our solution can communicate governance information at moment-of-need.\u00a0<\/a><\/p>\n<ul>\n<li>Review numerous demonstrations of sample walkthroughs and warning dialogs<\/li>\n<li>Take a step by step guide how internal site administrations can create their own\u00a0communications<\/li>\n<li>Discover the other features of the VisualSP help system including 100\u2019s of short easily-consumed video tutorials, annotated detailed screenshots and tip sheets<\/li>\n<\/ul>\n<p>There are many other companies developing\u00a0tools to help with user adoption\u00a0for literally hundreds of software applications, what makes us special from other help systems is that our content is produced and curated by SharePoint and Office 365 experts, certified trainers, and authors in the industry. These experts have trained and consulted with thousands of end users, including non-technical SharePoint administrators. Our content authors understand the value of in-context training to support onboarding and understand the best ways to describe that material.<\/p>\n<p>Join over one million active users worldwide.\u00a0Download a limited trial to run on your own browser against your current SharePoint or Office 365 installations. Request a full-featured application to deploy on your own environment and let your own users give it a try.<\/p>\n<p><a href=\"https:\/\/www.visualsp.com\/products\/microsoft-365-sharepoint-training\/\" rel=\" noopener\">Visit VisualSP\u00a0and\u00a0get started today.\u00a0<\/a><\/p>\n<h2><\/h2>\n","protected":false},"excerpt":{"rendered":"<p>Regardless of how brilliant your organization\u2019s ideas, how innovative its technology, or how solid the business plan \u2013\u00a0 regulatory compliance could potentially determine the eventual success or failure of your organization. This is a challenge that some organizations navigate more successfully than others. For example your company compliance rules require you show a warning dialog [&hellip;]<\/p>\n","protected":false},"author":7059,"featured_media":38013,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[441,439],"cta":[],"class_list":["post-38010","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general","tag-compliance","tag-use-case"],"_links":{"self":[{"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/posts\/38010","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/users\/7059"}],"replies":[{"embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/comments?post=38010"}],"version-history":[{"count":3,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/posts\/38010\/revisions"}],"predecessor-version":[{"id":40704,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/posts\/38010\/revisions\/40704"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/media\/38013"}],"wp:attachment":[{"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/media?parent=38010"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/categories?post=38010"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/tags?post=38010"},{"taxonomy":"cta","embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/cta?post=38010"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}