Adding the  Read and Understood App to a SharePoint or Microsoft Teams Site

The instructions below will guide you through the process of installing Read and Understood, alternatively you watch the video.

Full instructions to install and configure Read and Understood and start sending reading acknowledgement requests.

  1. Login to the SharePoint site where you wish to install the Read and Understood App.

  2. Click the Cog (top right) and click Add App.

  3. From the Menu, click 'From SharePoint Store'

  4. Using the Search box, search WA200007564

  5. The message No results found for "WA200007564". This is expected.Click the link 'Find more apps in the SharePoint Store.'

  6. Repeat the search in the SharePoint store

  7. This will display 1 result, Click the App displayed.

  8. Click the Add to Apps site button, having read the details provided on the page.

  9. Click the Add to Apps site button, having read the details provided on the page.

  10. Click the Add to Apps site button, having read the details provided on the page.

    Important: The following instructions must be performed by a SharePoint Admin.
  11. Login to the Microsoft 366 Admin center (https://admin.microsoft.com/Adminportal) for your tenant

  12. Click SharePoint to open the Admin Center. if it does not appear, click show all.

  13. From the navigation menu, click 'Advanced' then 'API Access'(1).

  14. Click Approve

    Result: The Approve access panel is displayed

  15. Click Approve

    You may be prompted to login by Microsoft before seeing the result below.

    Result: a Permissions requested pop up is displayed

  16. Select Consent on behalf of your organisation and click Accept

    Result: The Read and Understood Web site page will appear (see below)...

Granting Enterprise App Access

These steps can only be performed by a Global Administrator.
  1. Login into Entra and from the menu click 'Applications' then 'Enterprise applications'. Listed will be 'Read and Understood...'

  2. Click ‘Read and Understood - Modern SharePoint Application Principal’

    Result: the Application Overview is displayed

  3. In the left navigation area under Security click Permissions:

    Result: The Permissions for the application are displayed.

    The Delegated permissions were approved when the SharePoint API permissions were approved.

    Read and Understood requires additional Application-level permission to function. These permissions are approved by clicking the Grant admin consent for MSFT button

  4. Click the Grant admin consent for MSFT button

    Result: a Permissions requested pop up is displayed.

    Read and Understood mainly requires read access to monitor documents in the document libraries it is configured to work with and to allow the selection and processing of users, security and 365 groups.

    Two of the permissions requested are read/write/deleted requests and can be removed after the permission request is accepted. Removing the permissions will result in the following loss of functionality:

    1. ‘Sites.Full.Control’ Removing this permission disables the following features:

      • Addressing email using SharePoint group membership
      • Creation of organisation sharing links to Microsoft Office documents (Word,Excel...) with referential integrity - should files get renamed or moved.
    2. ‘Sites.Manage.All’ Removing this permission disables the following features:

      • Minor version detection
      • Creation of well-named 'Person and Group' SharePoint columns for recipient addressing
  5. Click Accept

    Result: You will see a conformation message.

  6. Wait a few seconds and click Refresh to confirm the permissions have been granted.

Revoking read/write/update permissions

Do not revoke permissions other than those listed below as doing so will result in erroneous application behaviour.

To revoke ‘Sites.FullContol.All’

Click the ellipsis (…) and select Revoke Permission

To revoke ‘Sites.Manage.All’

Click the ellipsis (…) and select Revoke Permission

Setting up access to Read and Understood in a site

If you already have the Read and Understood Add-In installed, you must complete this step as part of an upgrade.

The steps below should be completed in each site containing document libraries to be used with Read and Understood.

IMPORTANT: the Read and Understood App is designed as a 'full page' App and must only be added to one page in each site so you can manage the App.

  1. Navigate to the root page of the site and select New (1) and Page (2)

    Note: Do not do this in the pages or site assets libraries directly as you will not see Apps in the result below:

    Result: Page Templates, click Apps.

  2. A list of Site apps will appear, click Read and Understood

  3. Click Create page

A panel will appear in on the Right side of the page for you to provide the ‘App page details’. The Title provided will be Name of the page in the Site Pages Library. We recommend ‘Read and Understood Application’. If you may choose to uncheck the option ‘Show in site navigation’ until permissions are applied to the App.

Save the Page. If you unchecked the option to Show in site navigation, to access the page at any time, in the SharePoint site click the cog (top right corner of the screen) > ‘Site contents’

Locate the Site pages library and click it to display the content. Locate the page you previously created.