Steps
- 1
Open Workspace, then Office operations after signing in.
- 2
Check the Microsoft connection, selected folder and matter destination. Open storage setup guidance when any item needs attention.
- 3
Use selected-folder matter intake to create a matter from an approved folder or reconcile delta and revocation readback for an existing target.
- 4
Propose DOCX save-back only for a saved output version and active matter folder. A partner, owner or admin records the approval reason before completion is marked.
- 5
Quarantine Outlook evidence with only Graph message hash, subject hash, timestamp, sender domain and source reference. Review before accepting or rejecting it.
- 6
For an approved tenant, obtain the Word or Outlook manifest from the Office add-in setup route and verify assignment, sign-in, matter readback and the intended host action.
- 7
Record tenant assignment and host-specific readback separately. Central deployment does not by itself prove Word or Outlook workflow completion.
- 8
Treat Outlook draft-send as unavailable until the firm has approved a dedicated external-send integration and reviewer control.
Checks
The matter chronology links save-back and Outlook evidence to their source reference where one exists.
No document body, email body, attachment bytes, recipient list or draft text is entered into the Office operations screen.
Revocation readback has been exercised before relying on a selected-folder connector.
Any add-in record distinguishes tenant assignment, Office sign-in and host-specific workflow completion.