This article takes you through the onboarding process step-by-step to ensure that it is quick and easy to follow.

Prerequisites

The prerequisites for onboarding is covered in this article.

Set up your environment

Firstly, we need to set up your environment.

In order to do so, SSO needs to be set up, and to do that, please follow this article: How to set up SSO for Create for Microsoft Entra ID users.

This creates an Enterprise Application automatically in your own Azure tenant called "Omnidocs Authentication", and you are ready for the next step.

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To learn more about Enterprise Applications, please refer to Microsoft's own quickstart guide on their official website.

Set up custom claims (user profile information)

To populate your user profiles (User identities) in Create with required and other relevant data from Entra ID, you need to set up custom claims on the newly created Enterprise Application.

This is described in-depth in this article: How to add custom claims.

After following the article above, your users in Create will automatically be populated with the data from Entra ID, that you have specified, the next time they log in.

Now, you are ready to continue to the next section, where you'll set up your default unit and user identity form.

Set up the default unit and user identity form

To set up your default unit, navigate to "Settings" in the left menu.

Navigate to "General" and from here you can rename the unit as well as set up a default date and number format for your culture. Lastly, press "Update".

Next, it is time to set up the user identity form.

This form will usually be set up by Omnidocs consultants, but to confirm that the necessary form elements are present, navigate to the "User Identity" section in the Unit settings menu:

The User Identity Form is split into two sections: Profile and Claims.

Profile fields are presented to the user in their user form to fill out manually. For each of these fields, it is possible to mark them as "Allow overwrite", which allows the user to change the value from their profile in the recipes where the form component is used.

Claim fields are automatically populated by the user's claims and have to be mapped to specific claims that exist in your environment. These fields can be used in forms on recipes, and will be pre-populated with the value from the claim.

After confirming that the User Identity Form is set up correctly, you are ready to continue to the final step.

Deploying the Omnidocs Create add-in

The final step is deploying the Omnidocs Create add-in.

To do this, navigate to the Integrations page in the Unit settings menu.

In here, an integration of the type OfficeJS should be available. If not, go ahead an create one.

When selecting the integration type, give the integration a name of your liking and press "Create".

After creating the integration, open it from the list of integrations and download the Office manifest.

You are now ready to deploy the manifest to the relevant users in order to make it available in their Office applications.

To do so, please refer to Microsoft's own article on deploying an Office Add-in.

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Congratulations! You are now ready to use Omnidocs Create!