Quick Setup
Quick Setup is a guided wizard for admins. It opens automatically the first time the admin who created the organization signs in, right after setting up MFA. You can reopen it at any time from Admin → Setup.
The steps
Section titled “The steps”- About your organization — name, website, email domains and your usual questionnaire turnaround.
- Connect sources (optional) — connect Confluence, Microsoft SharePoint, Microsoft OneDrive or Google Drive™. See Integrations.
- Add completed questionnaires — questionnaires you have already answered, such as HECVAT, SIG or CAIQ. Each answered question becomes an approved reference answer.
- Add reference documents — policies, reports and other documents Tradecraft can answer from.
- Processing & coverage (optional) — follow progress while your files are read, and see what they cover.
- Organize (optional) — review the topics Tradecraft created (Organize topics again to redo them), resolve duplicates and conflicts, and name an owner per domain.
- Add your team (optional) — Sync automatically from Microsoft Entra ID, Google Workspace or Okta, Invite manually, or Import from CSV.
- Done — a readiness checklist, your knowledge health score and gaps, and Start an assessment.
Files you can add
Section titled “Files you can add”Each file can be up to 25 MB.
| Step | Formats |
|---|---|
| Add completed questionnaires | Excel (XLSX, CSV), Word (DOCX), PDF |
| Add reference documents | PDF, DOCX, XLSX, CSV, PPTX, Markdown, plain text — and whole folders |
Long documents are read in sections, never truncated, and still appear as one document. If reading pauses — for example when the monthly AI budget is used up — select Retry later to continue where it stopped.
Add from a connected source
Section titled “Add from a connected source”In steps 3 and 4, Add from… opens a browser for a connected source. Pick pages, files or folders and select Add to list.
- Keep in sync off: a one-time copy. It never changes and stays if you disconnect the source.
- Keep in sync on: Tradecraft keeps the item updated on each sync.
The switch is off by default for questionnaires and on for reference documents. From Confluence, step 3 offers page attachments (XLSX, CSV, DOCX, PDF).
Skip and resume
Section titled “Skip and resume”- Skip this step moves on; Skip optional steps jumps to the end.
- Finish later closes the wizard. Progress is saved on every action, and work that is running keeps going.
- Until setup is finished, admins see a Set up your workspace / Resume setup card on the Security Center.