Configuration Guide for External User Setup

This article explains how to setup your QorusDocs environments, for external sharing with people outside of your organization (such as partners, vendors or clients). This article will refer to these external people as "Guests". 

Prerequisites 

Enable External Sharing in Azure Active Directory (Requires an M365 Administrator at your organization)

Before you can begin collaborating on documents with guests, your organization's Microsoft 365 Administrator will need to enable it through the Azure Portal. Sharing in Microsoft 365 is governed at its highest level by the B2B external collaboration settings in Azure Active Directory. If guest-sharing is disabled or restricted in Azure AD, this setting overrides any sharing settings that you configure in Microsoft 365. This article from Microsoft will guide your administrator in enabling the right settings.

Add External Users to Azure Active Directory (Requires an M365 Administrator at your organization)

In order to create QorusDocs assignments for your guests, they must be added to your organization's Azure Active Directory. This article from Microsoft will guide your Microsoft 365 Administrator in inviting external users to your organization. 

Installation of the QorusDocs Add-In

In order for guests to complete their assignments, they will be required to install the QorusDocs add-in for Microsoft Office. This is a simple ~3 minute process. This article will provide a number of different ways for them to complete the installation.

Collaborating with Guests

To collaborate with a guest on a pursuit in QorusDocs, follow these steps:

1. Open the document(s) that you require your guest to collaborate on.
2. Click on the "Share" button in your Microsoft Office application.
   
3. This will show the link settings. Make sure that you can see "People you specify..." at the top of the settings page (highlighted in yellow, below):
   
   If you see something different, click on the edit button as shown below, and then select "Sharing settings" from the drop-down.
   
   Now choose "People you choose". In addition, make sure that under "More settings", the option is "Can edit". (This is to enable them to edit the document. There are other options there too, if they better suit your needs.) Then, click "Apply".
   
   
   
4. Next, type in the guest's email address. (It should pop up as you're typing, as they will be in your organization's Active Directory.) Click on the pop-up to give the guest access. Click "Copy" to finish.
   
5. Microsoft will display the link to you. You can close the window with the link. You will not use this link to communicate with your guest; it is simply a way to provide access to the document. 
6. Next, highlight any section in the document that you'd like your guest to work on. Navigate to the QorusDocs add-in, and click on the "Assign" tab.
   
7. Click on "Create Assignment" and search for the guest in the "Search user name or email" textbox. Click on their name, from your results. QorusDocs will warn you that the user is unlicensed, and prompt you to add them as a "Guest". (Read more about QorusDocs guest licenses here.) Click "Add Guest".
   
8. Your guest will receive an email from QorusDocs, with a link to the document. 
   
9. Guests may use the link to open the document. From there, they can open their QorusDocs add-in, and click on the "assignments" button, to view their assignments in the document.
   
   For more in-depth instructions on how to complete assignments, please view this article.

Important Notes

• Guests gain access through Sharing. They do not need to be added to your SharePoint environment. 
• Guests do not have access to your centralized content repository. They have a very watered-down version of the add-in, showing them only their assignments.
• Guests may only have 5 simultaneous assignments at any single time, across all pursuits. To enable more, they will require a standard license.