> For the complete documentation index, see [llms.txt](https://docs.ai.insly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ai.insly.com/nora/onboarding/what-we-need-from-you-and-when.md).

# What we need from you, and when

Each confirmation unblocks work on our side, so send inputs as they are ready rather than all at once.

## 🔴 ASAP: at kick-off

| Input                                              | Topic                                                                                              | Applies to |
| -------------------------------------------------- | -------------------------------------------------------------------------------------------------- | ---------- |
| Operating mode (web app / email / both)            | [Choose how you’ll use Nora](/nora/onboarding.md#choose-how-youll-use-nora)                        | All        |
| 5–10 sample submissions + a golden record for each | [Sample submissions and golden records](/nora/onboarding/sample-submissions-and-golden-records.md) | All        |
| Fields to keep or discard                          | [Fields + required/optional](/nora/onboarding/fields-+-required-optional.md)                       | All        |
| What is required/optional                          | [Fields + required/optional](/nora/onboarding/fields-+-required-optional.md)                       | All        |
| Intake option: Nora address or your own mailbox    | [Intake and email address](/nora/onboarding/intake-and-email-address.md)                           | Email      |
| Whether to export to Ledger                        | [Review and export](/nora/onboarding/review-and-export.md)                                         | All        |

## 🟡 TESTING: before testing in Demo

| Input                                                                              | Topic                                                                               | Applies to |
| ---------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------- | ---------- |
| Demo UI users and roles                                                            | [Web app access and roles](/nora/onboarding/web-app-access-and-roles.md)            | All        |
| Two-factor authentication (yes / no)                                               | [Web app access and roles](/nora/onboarding/web-app-access-and-roles.md)            | All        |
| Demo sender whitelist                                                              | [Sender whitelist](/nora/onboarding/sender-whitelist.md)                            | Email      |
| Demo broker source (Ledger user / mapping) + missing broker (follow-up / fallback) | [Broker mapping](/nora/onboarding/broker-mapping.md)                                | Email      |
| Email template changes                                                             | [Email templates](/nora/onboarding/email-templates.md)                              | Email      |
| Branding and sending address                                                       | [Branding and email masking](/nora/onboarding/branding-and-email-masking.md)        | Email      |
| BCC copies of Nora’s emails (yes / no)                                             | [Intake and email address](/nora/onboarding/intake-and-email-address.md)            | Email      |
| Expected volumes at go-live                                                        | [Testing, go-live and hypercare](/nora/onboarding/testing-go-live-and-hypercare.md) | All        |

## 🟢 GO-LIVE: before rollout

| Input                                                                              | Topic                                                                               | Applies to |
| ---------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------- | ---------- |
| Prod UI users and roles                                                            | [Web app access and roles](/nora/onboarding/web-app-access-and-roles.md)            | All        |
| Prod sender whitelist                                                              | [Sender whitelist](/nora/onboarding/sender-whitelist.md)                            | Email      |
| Prod broker source (Ledger user / mapping) + missing broker (follow-up / fallback) | [Broker mapping](/nora/onboarding/broker-mapping.md)                                | Email      |
| Own mailbox live and redirecting (if chosen)                                       | [Intake and email address](/nora/onboarding/intake-and-email-address.md)            | Email      |
| Go-live date and first group of senders                                            | [Testing, go-live and hypercare](/nora/onboarding/testing-go-live-and-hypercare.md) | All        |