Email Autocomplete

Prompt Support Updated by Prompt Support

PERMISSION REQUIRED: Prompt Admin, Admin

How to Enable Email Auto Complete Using Organization Azure Active Directory

Feature Overview

Azure Technical Setup

1.      Login in the Azure Portal with admin privileges.

2.      Create a new App registration – Click on New registration

3.      Enter the display name. Click the Register button to register the Application.

4.       Take note of the Client Id & Tenant Id for the registered application.

5.       Click the Certificate & secrets tab. Click on New Client Secret icon. Add a secret. Take note of the secret value.

6.       Click the API Permissions tab. Click on the Microsoft Graph Permission under the Configured Permissions.

7.       On Request API permissions page, select Application Permissions.

8.       Under the select permissions List, select the User.Read.all permission. Add the permission.

9.       Grant the admin consent for the added permission.

10.   Login to the Prompt Application as Super User or Prompt Admin or Agency Admin.

11.   To configure the Email Auto Complete feature, go to Admin -> Manage Organizations, select Edit at the name of the Organization.

12.   On the Edit Organization page, Click on the Azure AD tab.

13. Enable the Email Auto complete feature by toggling the button

14.      Enter the Azure Active Directory Details:

a.       Azure AD Client ID as the app registration client id,

b.       Azure AD Tenancy ID as the app registration tenant id,

c.       Azure AD Secret as the app registration client secret.

Click Save Azure AD Details to save the information.

Once the configuration of Azure AD integration into Prompt completes, the nightly sync application will schedule the organizations to fetch the user list from Azure AD. On successful sync process the relevant email fields will have auto complete function.

The Email field within Azure AD is used to populate this list. If a user is added in Azure without the email field populated, they will not be included within the sync.

1.       Search a Document. Click on the email icon

2.       The Document information Email page has two email fields: To & CC. Both fields will present five best matched options based on the input string to choose from.

3.       Similarly, the Manage Reviewers Page in Draft mode presents email auto complete options.

 

How did we do?

How to configure an Organisation

How to set up Risk Rating

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