Admin Guide
How to manage users, content sources, preferences, and your QorusDocs instance
Manage Content Sources
- Smart Search Set up
- Search and Search Filter differences between SharePoint Online Library and List Content Sources
- Connect Microsoft Teams
- Connect OneDrive for Business
- Connect SharePoint Online Libraries
- Connect SharePoint Online Lists
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
Using Single Sign-On (SSO)
Configure QorusDocs
Pursuit Types
Reporting
- 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
- Power BI Webinar Part 1 - Connecting the data
- Power BI Webinar Part 2 - Transforming and preparing the data
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