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Installation and Setup
Requirements
Create a SharePoint site
App Catalog Options
Tenant Deployment
Site Collection App Catalog
Site Collection Deployment
SharePoint API Approval
Add App to Site
Create targeting Terms
CT365 Management Solution
Enable features
Management
Terms
Profiles
License
Localisation
Tracker
Libraries
Roles
Flows
App
Target Content
Key Components
Terms
User Profiles
Read and Views
Web components
Tracker
Tracker Types
Add a Quiz
Important and Optional Terms
Refresher Days
Version Number
Expiry Date
My Reads
My Reads web part properties
Read Profile
File Reader
Reports
Site Reports
Report data
Select report data
Query string parameters
User Report
File Report
Report Tips
Notifications
Schedule notifications
Additional Information
PnP Search Integration
Deploy PnP Search
Add first template
User Profile Service integration
Handlebars Helpers
Term suggestions
Global vs Site Terms
Localisation
Site Columns and Lists
Enhanced security
Guest access
App Upgrades
Application Lists and Pages
Troubleshooting
Quick Guides
Quick setup video guide
Setup terms, user profiles, and libraries
How to tag content
Use Case - Distribute policies and procedures
Additional Information
This section covers additional information and configuration options.
Schedule notifications
PnP Search Integration