QorusDocs IT Onboarding Checklist

Tammy Stratton

Updated July 24, 2026 17:32

As the Project Manager overseeing the onboarding of QorusDocs your role is to ensure that all necessary tasks are completed efficiently and on schedule. Tasks 1-5 are critical, and onboarding cannot begin until these are complete.

Please work with your IT team to ensure resources are allocated to each task. Your IT team should refer to the help article link for details of the steps required for each task.

If you or your IT Team have any questions, please reach out to your Product Specialist.

Essential tasks required for onboarding to begin

Task	Objective	Help Article	Resource Required	Time Required
1. SharePoint Online (SPO) Environment Set-Up	Create a dedicated SharePoint Online site for QorusDocs or that QorusDocs is integrated with an existing SPO site.	Here	SharePoint Admin	30 mins
2. Create 'QorusDocs' Group in SPO Term Store	Establish a "QorusDocs" group in the SharePoint Online Term Store for the dedicated SPO site and assign the Content Team as "Group Manager."	Here	SharePoint Admin	30 mins
3. Consent to QorusDocs Access	Provide the necessary consents for QorusDocs to access various Microsoft 365 services.	Here	M365 Global Admin	15 mins
4. Access for QorusDocs Product Specialist	Provide access to your dedicated QorusDocs Product Specialist so they can perform their professional services commitments to you.	Here	User Provisioning Team	1 hr
5. Centralized Deployment of QorusDocs Add-ins	Deploy QorusDocs add-ins for Outlook, Word, PowerPoint, and Excel across the organization through centralized deployment or allow users to install the add-ins themselves from the Microsoft 365 Office Store.	Here	M365 Admins / Software Deployment Team	1 hr

Possible later tasks depending on customer requirements

Task	Objective	Help Article	Resource Required	Time Required
6. Power BI Standard Report Set-Up	Download and publish a Power BI report that includes relevant calculations and measures for QorusDocs data, making it accessible to stakeholders.	Here	Power BI	30 mins
7. Setup of Microsoft 365 Service Account	Create a dedicated Microsoft 365 Service Account to be used for automating key tasks such as importing and publishing Power Automate solutions for QorusDocs.	Here	M365 Admins	30 mins
8. Set-Up Power Automate for Content Approvals	Import and publish Power Automate Solutions related to QorusDocs in the Dataverse-enabled environment using the Microsoft 365 Service Account.	Here	M365 Admins	30 mins
9. Create Directory Groups to assist with User Management	Create Directory Groups to assist with User Management	Here	User Provisioning Team	30 mins

Conclusion

By following these steps in the outlined sequence, you will help ensure a timely and smooth QorusDocs onboarding. As the Project Manager, you are responsible for coordinating with relevant resources and managing these dependencies to maintain progress. Regular check-ins and status updates will be key to keeping the project on track.

For further assistance, please contact your Product Specialist.