Admin Guide

Configuring Smart Lists

• Introduction to Smart Lists
• How to Create Smart Lists and Best Practices

Configuring QPilot

• Configuring QPilot for your organization
• AI Models Supported by QorusDocs QPilot AI Assistant

Manage Content Sources

• Connect Microsoft Teams
• Connect OneDrive for Business
• Connect SharePoint Online Libraries
• Connect SharePoint Online Lists
• Search and Search Filter differences between SharePoint Online Library and List Content Sources
• Configure Search Types on SharePoint Content Sources

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Configure QorusDocs

• Configuring Hub Management Permissions
• Navigating and Configuring the Hub Management Settings in QorusDocs Hub Central
• Brand your QorusDocs with your company logo
• Content Values

Pursuit Types

• How to create a Pursuit Type
• How to create default Pursuit Type Assignments
• How to recommend content for Pursuits
• Pursuit Types in the left navigation
• Pursuit Folder Cloning

User Management

• Configuration Guide for External User Setup
• How to make changes to a user's profile
• Tailoring the user experience with custom user groups
• Sync group membership from your Directory to QorusDocs
• Introducing custom groups for simplified team management
• Pre-authorize users to join your QorusDocs with Auto-Provisioning

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Using Single Sign-On (SSO)

• Authenticating with Microsoft 365 vs SSO with other IdPs – QorusDocs Comparison
• Implement OIDC using Okta
• Implement SCIM using Okta
• Implement SAML using Okta
• How to renew the SCIM token from QorusDocs

Reporting

• Power BI: Pursuit Tracking & Advanced Reporting
• Usage Reports on Hub Central
• About QorusDocs Insights and Reporting
• Using OData to analyze your QorusDocs activity
• Power BI: How to Filter Pursuits by Smart Fields
• Power BI reports for Legal Firms (Webinar): Introduction

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CRM Integrations

• Getting Started: How to Plan your Qorus CRM Integration Setup
• How to Install the Qorus for Salesforce Add-In
• How to link Salesforce Opportunity Fields to Pursuits
• Qorus for Dynamics 365 Installation Instructions
• How to connect Hub Central with CRM systems
• Dynamics 365 Reference Fields

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