Get started
This is how a firm gets started. A Global Administrator in your Microsoft 365 does steps 1 to 4 once, in about ten minutes.
1. Sign in as Global Administrator
The person who creates the firm in Underlag must be Global Administrator or Privileged Role Administrator in your Microsoft 365, and becomes owner. Colleagues sign in afterwards and are approved under Settings. We read name, e-mail and whether you are an administrator.
2. Approve the app for the firm
Under Storage, choose Start with A. Microsoft shows what Underlag asks for: Sites.Selected, that is only the sites you point out yourselves, and sign in. Approve it for the whole organisation.
3. Give Underlag write access to the site in Graph Explorer
Open aka.ms/ge and sign in as the same administrator. Graph Explorer needs two approvals of its own, which apply to Graph Explorer and not to Underlag: Sites.Read.All to read the site id and Sites.FullControl.All to grant the access. Approve the second under Open the permissions panel. First read the site id with GET, then grant the access with POST. Underlag shows the POST with your app id filled in.
The root site (https://firm.sharepoint.com):
GET https://graph.microsoft.com/v1.0/sites/root?$select=id,webUrl
Another site (https://firm.sharepoint.com/sites/clients):
GET https://graph.microsoft.com/v1.0/sites/firm.sharepoint.com:/sites/clients?$select=id,webUrl
4. Enter the site and the library
Enter the site address in Underlag. The site must have a document library called Client uploads. Underlag finds it and saves the clients' files there, one folder per client, year and request.
5. Details about the firm
The firm's name, company number and the e-mail for replies from clients. For a sole trader the company number is your personal identity number. It is kept at Aldorock only, not sent to Stripe and not printed on the invoice.
6. Add a client and send a request
Pick a checklist, set a due date and copy the link to the client. The link is shown once.
7. The client uploads
The client opens the link without an account. The files go straight to your library Client uploads and never pass through Aldorock.
8. Review and accept
Accept each item or ask for a fix. Reminders and a daily summary do the rest.