Using Wizard

You can install Ultimate Forms on Microsoft 365 using web-based installation wizard, without having to perform multiple manual steps.

Quick guide

• If you still haven't done so, create app catalog. Both tenant and site collection catalogs are supported. Site collection catalog will be used if one exists.
• Go to this page. You must be a Global administrator.
• Enter site URL. Either make available to all sites without having to add to each site individually or deploy to the specified site.
• Click Submit.
• A pop-up window will open. Enter your Microsoft 365 credentials and grant the the app the required SharePoint data access permissions.
• The process will now continue in the background and you will be able to view its steps in real time.

 

Post-installation steps

Once the process is complete, two links will be displayed:

1. Grant access to APIs - allow the app access to various resource, including SharePoint, Term Store and Entra ID (formerly Azure AD).
2. Create an app principal - required to allow the app to use event receivers.

 

When installed using the Wizard, a Global Adminstrator will be request and must grant application-level Full Control permission for the site collection of the site URL provided. Additional site collection can be approved by running the Wizard again or by granting permissions directly from the warning banner within Ultimate Forms.

• Minimal required permissions
• Granting access to APIs