Import selected source material
Use Microsoft 365 as a controlled source of evidence rather than a blanket content crawl.
- SharePoint and OneDrive files
- Explicit source selection
- Evidence approval still required
Microsoft 365 integration
Bring trusted workspace content into the answer operation.
Connect selected SharePoint and OneDrive content to an explicit Citeply workspace, with optional Outlook attachment intake when the workflow requires it.
Workspace boundConnections resolve to the intended customer workspace.
Incremental permissionMail.Read remains optional and requested only when selected.
Admin controlledConnector management stays separate from ordinary review access.
Receive questionnaire attachments when needed
Enable email attachment intake as an optional workflow, not a default permission requirement.
- Incremental Mail.Read consent
- Workspace-level enablement
- Durable message processing
Match the exact Microsoft subject
Office access resolves through an active connection using exact tenant and object identity.
- Tenant and object ID match
- Ambiguous workspace selection
- Legacy connection quarantine
Keep reconnect power narrow
Connector management is a distinct capability reserved for authorized workspace administrators.
- Capability-based routes
- Session revalidation
- Audited connection changes
Make provider failure recoverable
Use retry, dead-letter and connection health states rather than silently dropping provider work.
- Retry and dead-letter processing
- Connection health visibility
- Idempotent job claims
Keep Office behind entitlement
Microsoft identity alone does not grant questionnaire or evidence access without an active Citeply entitlement.
- Entitlement-aware bootstrap
- No automatic tenant provisioning
- Billing recovery without data leakage
Bring one questionnaire.
Leave with an answer operation.
Apply for a guided 30-day pilot using synthetic or anonymized material. No payment or Microsoft 365 connection is required to begin.
30 daysOne bounded use caseHuman-reviewed outcome