TeamConnect O365 Add-in 5.0 & 5.1

Introduction and Preface  

Get started with everything you need to know about the latest TeamConnect O365 Add-in 5.0 and 5.1—your platform for accessing TeamConnect features directly within Outlook 365 across web and mobile platforms.

TeamConnect Outlook Add-in, Now on Mobile!

The latest release of the TeamConnect Outlook Add-in delivers a major leap forward for legal professionals, bringing key productivity features to the Outlook mobile app.

Quick Invoice Approval on Web and Mobile

Version 5.0 introduces quick and bulk invoice approval capabilities in the Add-in, allowing legal professionals to take timely action directly from Outlook. Users can now:

• View pending invoices directly from their inbox
• Filter, sort, and search to prioritize what matters
• Open a configurable invoice detail view with relevant data
• Approve or reject with a single tap or click
• Perform bulk approvals or rejections to accelerate processing

Version 5.1 enhances document management within Outlook with in-app document preview, improved bulk document actions, enhanced multi-selection across web and mobile, UI refinements, and new administrative sync health checks, delivering a faster and more intuitive user experience.

This page serves as your central hub for all documentation and guides. Whether you're an administrator setting up the Add-in or an end user managing matters, documents, tasks, appointments, and invoices, you'll find step-by-step instructions, helpful tips, and troubleshooting resources to make your experience seamless and efficient.

Use the links below to explore the respective guides:

User Guides and Other Documents for Reference  

Topic Name	Summary
Installation Guide	This concise installation guide provides administrators with the essential steps to set up and manage the TeamConnect O365 Add-in v5.0 & v5.1. From system requirements and Azure Graph API configuration to manifest generation and Outlook integration, it's your go-to resource for a hassle-free installation process. It serves as a complete resource for ensuring seamless connectivity between TeamConnect and Microsoft 365.
Admin Guide	This comprehensive guide helps administrators configure and manage the TeamConnect O365 Add-in v5.0 & v5.1, enabling access to TeamConnect features such as matters, documents, tasks, appointments, and invoice approvals within Outlook 365. It outlines prerequisites, manifest management, localization, and troubleshooting, while highlighting new mobile compatibility and enhanced invoice approval features introduced in this version 5.0.
End User Guide for Web	This detailed guide for the TeamConnect O365 Web Add-in v5.0 & v5.1 enables users to access core TeamConnect features—such as matters, documents, tasks, appointments, and invoice approvals—directly through Outlook 365 on desktop and web platforms. It offers step-by-step guidance on setup, login, permissions, and feature usage, along with troubleshooting assistance to ensure a smooth and efficient experience with the latest Add-in.
End User Guide for Mobile	This comprehensive guide for the TeamConnect O365 Mobile Add-in v5.0 & v5.1 helps users access key TeamConnect features—such as matters, documents, tasks, appointments, and invoice approvals—directly within Outlook 365 on mobile devices. It provides detailed information on supported platforms, login and access requirements, permissions, and troubleshooting, ensuring a smooth and efficient experience with the new Add-in.