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How to show a compliance policy to users when they are uploading documents to SharePoint

By Asif Rehmani
Updated October 15, 2023

Regardless of how brilliant your organization’s ideas, how innovative its technology, or how solid the business plan –  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 to users every time they come to a specific document library.  This dialog should tell them that they cannot upload any document that has credit card or social security numbers in it.  How can you easily accomplish this and scale for the whole SharePoint site?


VisualSP offers the ability to deliver Walkthroughs and Warnings wherever you need them within the SharePoint site.

The warning dialog is developed using a 1-step walkthrough. It contains rich text and graphics to convey the point clearly. Every time a user visits a particular document library, they are shown a warning dialog informing them of the compliance policy.


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.

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.

analytics compliance


This demonstration shows how the functionality works and how it's all configured using VisualSP


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Visit VisualSP and discover how our solution can communicate governance information at moment-of-need

  • Review numerous demonstrations of sample walkthroughs and warning dialogs
  • Take a step by step guide how internal site administrations can create their own communications
  • Discover the other features of the VisualSP help system including 100’s of short easily-consumed video tutorials, annotated detailed screenshots and tip sheets

There are many other companies developing tools to help with user adoption for 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.

Join over one million active users worldwide. Download 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. 

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