Project Setup | Yafo Holdings

Your details

Who is filling this out

Your name

Your email

Company name

Section 1

People we need from your side

Two administrator roles, and one person we can ask questions during the build. They can all be the same person.

Microsoft 365 administrator name

Their email

This person needs to be able to register an application and grant admin consent. It is free and does not require an Azure subscription.

Microsoft Teams administrator if using Teams

Their email

Day to day point of contact name

Their email

How would your team prefer to use the assistant?

Inside Microsoft Teams We use Teams daily. This signs people in automatically. A private web page We do not really use Teams. A secure link is better. Not sure, recommend for us

Who should perform the technical setup?

Grant us a limited admin role and we will handle it Recommended, and usually the fastest. The Cloud Application Administrator role lets us register the application and complete setup. It does not give us access to your email, files or SharePoint content. Time limited and removed at go live. Your team will do it, with us guiding you We walk your administrator through it on a single call of about forty five minutes. No admin role is granted to us. Not sure, advise us

Either way, we will also need one standard user account in your environment, with no elevated permissions, so we can sign in and test the assistant the way your team will use it, and support it afterwards. Access to the documents themselves is a separate grant, limited to the one folder identified in section 2.

Section 2

Where the documents live

Where are the files stored today?

A SharePoint site An individual person's OneDrive Google Drive A local server or network drive Not sure Somewhere else

If the files sit in one person's OneDrive, we recommend moving them into a SharePoint site before we begin. It lets us limit our access to that single folder rather than requesting broader access, and it protects the library if that person ever leaves.

Name and link of the exact folder we should index

Roughly how many documents?

Typical pages in one document?

Which file types are in the folder? select all that apply

Are these digital documents, or printed documents that were scanned?

All digital originals Created on a computer, never printed. Mostly digital, some scanned About half and half Mostly scanned or photocopied Not sure

Scanned pages have no readable text inside them, so they have to be read visually. Knowing the mix up front lets us choose the right approach for your library.

Do any documents contain handwriting, such as signed amendments or margin notes?

Yes No Not sure

Section 3

Who should be able to use it

Email addresses for the first group of users

Access is granted per person and can be changed at any time, with a record of who asked what.

Section 4

What you want to ask it

Ten real questions you would want answered on day one

Two or three questions where you already know the answer

Anything else we should know optional

Reference for your IT team

Whoever performs the setup, this is the full extent of what is needed. A Microsoft Entra app registration is free and does not require an Azure subscription.

Cloud Application Administrator role, time limited, only if you choose to have us do the setup. It does not grant access to mail, files or SharePoint content.
Delegated permissions: openid, profile and email, with admin consent
Read access to the single document folder identified above, granted to the application per site
One standard user account for our team, no elevated permissions, for testing and ongoing support
If using Teams: custom app upload enabled in the Teams admin center

Our indexer reads only that folder and stores a copy of the text on our secured server. The assistant answers from that stored copy and reaches nothing else in your environment.

I confirm this folder does not contain protected health information, payment card data, or other sensitive personal data.

Thank you, we have it

We will review your answers and follow up within one business day with next steps and the exact setup figure.

Questions in the meantime: yafoholdings@gmail.com