This section provides a simplified overview of required setup O365 and sharedo to be used together. A step by step detailed guide is provided in later sections;

Authentication of users

• Setup an app registration in O365/Azure active directory for sharedo
• Configure O365 authentication in sharedo using the client ID generated in the previous step.
• Add O365 users to sharedo

Document management

• Setup a service account user in O365/Azure active directory that sharedo can use to connect to sharepoint and interrogate documents.
• Setup site collections for current and future years
• Configure repositories in sharedo to use sharepoint online.

Ingesting team emails into sharedo

• Setup team email addresses in O365
• Configuring monitored email addresses in sharedo

Sending emails from sharedo

• Choose an outbound email mechanism (SMTP / Graph API)
• Sending emails using O365 SMTP
  • Setup O365 SMTP
  • Configure a service account in O365
  • Configure sent items behaviour in O365
  • Grant “Send as” permissions for the service account on team emails
• Sending email using Graph API
  • Setup an app registration and secret
  • Configure the sharedo linked service for O365 – Email
  • Configure the sharedo feature for Outbound Email
  • Link system and user accounts