Email Security Tool Onboarding Checklist Form
Complete this checklist to ensure a smooth implementation of your new email security tool.
Organization Name
*
Primary Contact Name
*
First Name
Last Name
Primary Contact Email
*
example@example.com
Implementation Lead (if different)
First Name
Last Name
Target Go-Live Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Current Email Platform
*
Please Select
Microsoft 365
Google Workspace
Exchange On-Premises
Other
Key Integration Requirements
*
Inbound Email Protection
Outbound Email Protection
Phishing Detection
Spam Filtering
Advanced Threat Protection
Other
DNS Records Updated (MX, SPF, DKIM, DMARC)
*
All Records Updated
Some Records Updated
Not Started
User Provisioning Method
*
Manual Entry
Directory Sync
CSV Upload
Other
Additional Comments or Notes
Submit Checklist
Should be Empty: