Onboarding session prerequisites

During the DocRead onboarding session, we will help you install DocRead on a test site in your Office 365 environment. We strongly recommend that this is done on a separate site created for testing purposes only. This will allow you to understand how DocRead works without impacting your existing content.

If you have any questions or need any help preparing for the onboarding session, please get in touch with us at support@collaboris.com

The installation itself is straightforward and should take about 10 minutes, but we are requesting at least 45 mins of your time so that we can answer any questions you may have. We also require an Azure Tenant Administrator to join the call to approve the installation from your end.

To make the most of our call, there are a few steps that we ask you to complete beforehand:

  1. Ensure you read and agree with the permissions that DocRead will request from your Azure tenant during installation.

  2. Create a site to test DocRead - Follow the instructions in this Microsoft Learn article on how to create a new team site: Create a site - Microsoft Learn.

  3. Enable the SharePoint App catalog on the newly created test site - This will allow us to install DocRead in isolation from your other sites. You can find more information about site collection app catalogs, including how to enable them in this Microsoft Learn article: Create a site collection app catalog.

  4. Add the DocRead email sender domain to your email trusted senders list - DocRead services send email to users to notify them when reading assignments are created, become overdue or are completed. To ensure those emails are received by your users please ensure that the “docread.app” domain is added to your safe senders list. You can find more information on how todo this here: Create a safe senders list - Microsoft learn

  5. Read the onboarding FAQ for answers to some of the questions you may have.