Target Audience: Microsoft 365 Admins
Objective: This guide provides detailed instructions for Microsoft 365 Admins on how to deploy QorusDocs add-ins for Outlook, Word, PowerPoint, and Excel across the organization. Note that the QorusDocs add-in for Outlook is separate from the add-ins for Word, PowerPoint, and Excel, and each must be deployed individually through Centralized Deployment. Additionally, if allowed by your organization’s IT policies, users can install these add-ins themselves from the Microsoft Store.
- End User Software Requirements
- Steps for Centralized Deployment
- Option for User Self-Installation via Microsoft Store (If Allowed by IT)
- Troubleshooting
End User Software Requirements
Before proceeding with the deployment, ensure the following requirements are met for all users:
Computer and Office/Microsoft 365 Requirements for QorusDocs
- Operating System: Windows 10 or higher.
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Browsers:
- Chrome (version 81 or higher)
- Firefox
- Safari
- Edge
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Microsoft Office Applications (Desktop versions):
- Office/Microsoft 365
- Office 2021 Professional
- Office 2019 Retail (version must start with "2206").
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Add-in Installation:
- QorusDocs add-ins should be deployed centrally via the Microsoft 365 Admin Center to ensure smooth access for users. However, if allowed by your IT department, users may install the QorusDocs add-ins themselves via the Microsoft Store.
Steps for Centralized Deployment
1. Verify Office 365 Desktop Apps
Ensure that all Office 365 desktop apps across the organization meet the minimum version requirements for QorusDocs add-ins, as outlined in the requirements above.
2. Access the Microsoft 365 Admin Center
- Log In: Navigate to the Microsoft 365 Admin Center and log in using your admin credentials.
3. Initiate Centralized Deployment
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Go to Add-ins Deployment:
- Under "Settings," select "Integrated apps" and click "Deploy Add-In."
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Search for QorusDocs Add-ins:
- Use the search bar to locate:
- "QorusDocs for Outlook": This add-in is specifically for Outlook.
- "QorusDocs for Word, PowerPoint, and Excel": This is a separate add-in for Word, PowerPoint, and Excel.
- Use the search bar to locate:
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Select and Deploy:
- Choose each QorusDocs add-in (Outlook and Word/PowerPoint/Excel) and deploy them separately to either all users or specific groups who need to use QorusDocs.
4. Configure Deployment Settings
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Assign Permissions:
- Select the user groups or individual users who will receive the add-ins. Ensure that the appropriate add-ins are deployed for Outlook and Word/PowerPoint/Excel, as required.
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Deployment Options:
- Decide whether to deploy immediately or schedule the deployment at a later time. Enable the add-ins to appear automatically in the users' Office apps so the team can begin using QorusDocs without delay.
5. Verify Deployment:
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Test Add-ins Installation:
- Verify that the QorusDocs add-ins are correctly installed and functional in Outlook, Word, PowerPoint, and Excel.
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Check User Access:
- Ensure that the intended users can access and use the add-ins in the respective applications without any issues.
6. Notify the Onboarding Team:
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Confirmation:
- Inform the QorusDocs Onboarding Consultant that the add-ins for both Outlook and Word/PowerPoint/Excel have been successfully deployed, enabling the team to use QorusDocs.
Option for User Self-Installation via Microsoft Store (If Allowed by IT):
If your IT department allows self-installation of add-ins, users can follow these steps to install the QorusDocs add-ins themselves from the Microsoft Store:
Step 1: Open the Office Application
- Launch one of the following Microsoft Office applications: Outlook, Word, PowerPoint, or Excel.
Step 2: Access the Add-ins Store
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For Outlook:
- Click on "Home" in the top navigation bar.
- Select "Get Add-ins" in the ribbon.
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For Word, PowerPoint, or Excel:
- Click on the "Insert" tab in the top navigation bar.
- Select "Get Add-ins" in the ribbon.
Step 3: Search for QorusDocs
- In the Microsoft Office Add-ins Store, you’ll see a search bar at the top.
- Type "QorusDocs" into the search bar and press Enter.
Step 4: Select the QorusDocs Add-in
- In the search results, locate the QorusDocs add-in for the respective application:
- For Outlook, select "QorusDocs for Outlook."
- For Word, PowerPoint, or Excel, select "QorusDocs for Word, PowerPoint, and Excel."
- Click on the "Add" or "Get it now" button next to the appropriate QorusDocs add-in.
Step 5: Confirm the Installation
- A confirmation window will appear asking you to allow the installation.
- Click "Continue" or "Install" to proceed.
Step 6: Verify Installation
- Once installed, the QorusDocs add-in will appear in the respective Office application:
- In Outlook, it will appear as a new option in the Home ribbon.
- In Word, PowerPoint, or Excel, you will find it under the "Insert" tab in the ribbon.
Step 7: Sign in and Start Using QorusDocs
- Open the QorusDocs add-in in the Office application.
- Sign in with your credentials (if required) and start using the add-in to access QorusDocs features.
Troubleshooting
- If you can’t find the QorusDocs add-in: Ensure that your Office/Microsoft 365 applications are updated to the latest version and that your IT admin has allowed access to the Microsoft Store for Add-ins.
- If the add-in doesn’t appear after installation: Restart the Office application or contact your IT support team for further assistance.
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