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Admin Guide for v5.0 & v5.1

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Guide Overview

TeamConnect O365 Add-in 5.0 is built on Microsoft’s latest Add-in technology.  Its purpose is to empower attorneys and paralegals by allowing them to conveniently access commonly used TeamConnect features such as matter management, appointments, documents, tasks, and Invoice Approvals through Outlook 365. This guide outlines the administrative procedures for configuring and managing the Outlook mobile Add-in.

Objectives 

This guide provides comprehensive instructions for administrators to:

  • Configure and deploy the Add-in
  • Manage user permissions and localization
  • Enable or disable sub-features (Appointments, Documents, Tasks, Approvals)
  • Migrate appointments and tasks from the legacy Office Suite Plugin to the new Add-in. To learn more about the reasons behind the transition from the Office Suite Plugin to the Outlook Add-in, refer to Migrate from Office Plugin to Outlook Add-in ↗.

The Add-in is more accessible and user-friendly for people in different regions as it supports Localization.

Overview of the Admin Personas

TeamConnect Admin: Usually a LegalOps Admin(s) or anyone with Admin permissions to the TeamConnect instance. Those with admin permissions have the ability to manage all administrative tasks within the TeamConnect Add-in.

Microsoft Admin: An Admin for a Microsoft Portal is a person or a team responsible for managing and overseeing the operation, security, and access control of Microsoft services and products within an organization. They handle user accounts, configurations, software deployment, and troubleshooting to ensure the efficient and secure use of Microsoft technologies.

The following table outlines the specific responsibilities of the TeamConnect Administrator and Microsoft 365 Administrator.
 

Task/Activity

Responsible Admin

Azure Keys for Graph API Configuration

Microsoft Admin

Register Application in Azure

Microsoft Admin

Managing Permission Type Settings in TeamConnect

TeamConnect Admin

Configure Client Secret and IDs

Microsoft Admin

Generate the Manifest File

TeamConnect Admin

Add-in Deployment and Redeployment (after updates)

Microsoft Admin

Add-in Configuration

TeamConnect Admin

Mobile Add-in Enablement

TeamConnect Admin

Migration from Plugin to Add-in

TeamConnect Admin

Webhook / Notifications Configuration

Microsoft Admin

 

What's New in Add-in v5.0??

Mobile Compatibility: The O365 Add-in 5.0 extends key functionalities of the web Add-in to mobile devices, allowing users to manage matters, documents, tasks, appointments, and invoices efficiently. 

Invoice Review and Approval: The Outlook 365 Add-in 5.0 introduces Invoice Review and Approvals. You can now:

  • View and manage pending invoices directly from the Approvals page.
  • Access detailed invoice information with configurable fields.
  • Sort, search, and filter invoices by multiple criteria.
  • Approve or reject invoices individually with confirmation banners.
  • Perform bulk approval or rejection of multiple invoices at once.

What's New in Add-in v5.1?

Administrators can now run a bi-directional Office Suite Sync Health Check to proactively validate Microsoft Graph connectivity, required permissions, and subscription readiness across users. This enhancement provides greater visibility and control by allowing admins to identify sync issues early and manually trigger synchronization when needed.

Moving from the Plugin to the Add-in 

Refer to the Moving from Office Plugin to Outlook Add-in ↗ section for a smooth and successful transition.

Note:
  • If you are new to Outlook Add-in, we recommend reading the "Entire Guide" to get familiar with all the features and functionality.
  • If you are upgrading from Add-in 4.0, 4.1, or 4.2, refer to the What's New section above to learn about the updates in version 5.0.

Feature Availability Across Versions

 

Feature Plugin Add-in v4.0 Add-in v4.1 Add-in v4.2 Add-in v5.0 Add-in v5.1
TeamConnect Version 7.0 7.1 7.1 7.2 8.0 8.0 PB2
Document Management Available Introduced Available Available  Available  Available with enhancements for Web and Desktop*
Appointment Management Available Introduced Available  Available Available Available 
Appointment Migration Available Not Available Introduced Available Available  Available 
Task Management Available Not Available Not Available Available Available  Available 
User-Granted Permissions Not Available Not Available Not Available Available  Available  Available 
Quick Invoice  Approvals Not Available Not Available Not Available Not Available Introduced Available
Visual Enhancements* Not Available Not Available Not Available Not Available Not Available Introduced
Office Suite Sync Health Check Not Available Not Available Not Available Not Available Not Available Introduced

*See “Document Management Enhancements” introduced in Add-in 5.1 for Web and Desktop:

  • Upload Multiple Emails to a Matter
  • Preview Documents in the Outlook Add-in
  • Attach Multiple Matter Documents to an Email

**See “Visual Enhancements” introduced in Add-in 5.1:

  • Refined overflow (three-dot) menus for clearer access to secondary actions.
  • Improved floating action button with enhanced layout and visibility.
  • Updated Email Upload section featuring a more structured, readable layout.
  • More accurate file selection with improved checkbox alignment and interaction behavior.
  • Updated file type selection dropdown with refreshed styling for better readability.
  • Improved search and breadcrumb visibility for easier navigation and context tracking.
  • Refreshed user icon appearance for a cleaner, modernized visual identity.
  • Enhanced document and folder lists, including:
    • File‑type icons (DOCX, PPTX, XLSX, TXT, and more)
    • Contextual menus for quick actions
    • Improved selection tools
  • Updated date filter icon used in search for improved visual consistency.
  • Improved layout of full‑width buttons, such as Quick Navigation and Create Matter.
  • Refined application header with improved navigation tabs, spacing, and responsive behavior.
  • Multiselection Toggle for easier switching between single and multi-select modes.

Set up and Access Prerequisites for Admin

The following are the prerequisites before you begin installing the TeamConnect O365 Add-in 5.0:

  • Each user must have an active Outlook 365 license.
  • For authentication purposes, users must have a valid TeamConnect account.
  • Server Requirements:
    • Make sure your server meets the system requirements to install and integrate the TeamConnect O365 Add-in 5.0 into your setup smoothly. For additional guidance on system requirements and installing the TeamConnect O365 Add-in, refer to the Installation Guide ↗.

Supported Browsers

  • Google Chrome
  • Microsoft Edge
  • Mozilla Firefox
  • Safari (version 17.2.1 or above)
Note: The TeamConnect O365 Add-in is not supported on Outlook 2019 or earlier versions on the desktop.

Compatibility  

  • TeamConnect Version Compatibility:
  • Outlook Plug-in Support
    • The legacy Office plug-in is not supported with TeamConnect 8.0 and above.
    • Users attempting to connect via the plug-in will see the following message:
      “The Office plug-in is not supported with TeamConnect 8.0 and above. Please contact Mitratech Support to install the web Add-in and access the latest features.”
  • Appointment Migration:
    • Supported for TeamConnect 7.1 PB1 and above. 
    • Only applicable for users who were using appointments in the Outlook Plug-in.
  • Task Migration:
    • Supported for TeamConnect 7.2 and above.
    • Only applicable for users who were using tasks in the Outlook Plug-in.
  • Invoice Approvals and Mobile compatibility:
    • Supported for TeamConnect 8.0 and above.
Note: File check-in/check-out is supported in the Outlook Add-in, rather than in Word, PowerPoint, and Excel. Users can efficiently manage files through the Outlook Add-in or directly through TeamConnect for seamless file handling.

 

Deploying the Add-in in Microsoft 365 Admin Center 

  1. In TeamConnect, version TCE 8.0 and Add-in 5.0 are listed under "Available Updates" in Admin Settings → About. Select this version for task migration.

    1. Note: TCE 7.1PB1 and Add-in 4.1 support only appointment migration, not tasks.
    2. TCE 7.2 and Add-in 4.2 support task migration. 

  2. Installation Process in Microsoft 365 Admin Center:
    Install TeamConnect O365 Add-in 5.0 through the Microsoft 365 Admin Center. Please refer to the Installation Guide ↗.

  3. Manifest File Provision: 
    To generate the manifest file required for TeamConnect O365 Add-in 5.0, use the TeamConnect application. For detailed instructions on installing the manifest file, please refer to the 'How to Generate Manifest File' ↗ section. 

Instance Switch Limitations:

  • The Add-in does not support instance switching, in compliance with Microsoft's security guidelines. To enable instance switching or a similar feature, clients should deploy distinct manifests, especially for their test, development, and production environments. Client IT Admins will manage Add-in deployment, applicable to both On-Premise and Hosted setups, as they have exclusive access to their respective Microsoft 365 Admin Centers. End users do not need to take any action during the installation process. After successful deployment through the Microsoft 365 Admin Center, the Add-in will be accessible on both Web and Desktop Outlook clients.
  • Outlook Add-in deployment requires Microsoft 365, and Exchange Online.

Add-in Localization

To include languages in the Add-in, follow the instructions provided in the Working with Locales ↗ section. 

To implement a language and verify the Add-in, refer to the end user guide ↗ for localization guidance.

User Access Configuration 

This section describes the user access rights or permissions for the Add-in, which closely resemble those in TeamConnect. 

  • If system rights are granted, then Category rights are not required.
  • If a system right is not assigned, then specific category rights can be provided.
  • If the user is a Normal User, Record-Level Rights apply in addition to System and Category rights.
  • Super Users remain unaffected by Record Level rights.

How to generate the Manifest file?

A Manifest File is an XML document that describes the manifest, or package contents, of a Windows software application. It is pre-configured by Mitratech and hence any customization to this file is not supported. The manifest file is used to deploy the Add-in from the Microsoft Admin Center. 

Each TeamConnect Environment will have its own manifest file. You can generate the manifest from your TeamConnect environment.  

Note: Please make sure to check if the TeamConnect URL under Admin Settings → General is populated as per the below screenshot - {your TeamConnect domain name}/login. Otherwise, the Add-in will not work after deployment. 

TeamConnect URL

  1. Open TeamConnect and log in with your credentials.
  2. Click Admin → Admin Settings → Office Suite → Generate Manifest.
  3. The generated manifest will be saved in your local storage.

Note: Multiple manifest files can be generated and deployed. 

Object Management in Add-in

The manifest is generated after selecting the required objects, and once deployed, it determines what users can access. Follow the steps below to configure and manage the visibility of objects (Appointments, Documents, Tasks, or Approvals) in the TeamConnect O365 Add-in. This ensures that users can only access the features you've enabled based on your organization's needs.

  1. Navigate to Admin Settings in TeamConnect.
  2. Open the Office Suite Admin Settings section.
  3. In the admin settings, you'll see options for Appointments, Documents, Tasks, and Approvals.
  4. Check or uncheck the boxes to enable or disable these features as needed. This will determine which features will be accessible to users in the Add-in.
  5. After selecting the desired features, click the Update button to save the changes.
  6. Click the Generate Manifest button to deploy the changes. 
  7. Once the manifest is deployed, the changes made in TeamConnect will now be applied to the Add-in. If Documents are disabled, the Add-in won’t load for emails; if Appointments or Tasks are disabled, it won’t load for the calendar.
  8. Users will have access to only the features you enabled: Appointments, Documents, Tasks, or Approvals, based on your settings.

Add-in Deployment Guidelines

  • To deploy the manifest and complete setup in the Microsoft 365 Admin Center, refer to the Installation Guide ↗.
  • Instance switching, which allows seamless toggling between different Add-in versions (e.g., production and test), is typically restricted in O365 Add-ins, as Microsoft requires distinct manifest files for each environment to ensure better control and security. To enable instance switching or a similar feature, clients should deploy distinct manifests, especially for their test, development, and production environments. 
  • Client IT Admins will manage Add-in deployment, applicable to both On-Premise and Hosted setups, as they have exclusive access to their respective Microsoft 365 Admin Centers. End users do not need to take any action during the installation process. After successful deployment through the Microsoft 365 Admin Center, the Add-in will be accessible on both Web and Desktop Outlook clients.
  • Generate the manifest file required for TeamConnect O365 Add-in 5.0 using the TeamConnect application. Only an IT administrator who has access to the Microsoft 365 Admin Center can deploy the manifest file. 
  • Outlook Add-in deployment requires Microsoft 365 and Exchange Online.

Manifest Management Summary

A new manifest must be generated and redeployed whenever there are configuration or environment changes that affect the O365 Add-in. This includes updates to features, permissions, display names, localized labels, or environment URLs, as well as enabling or disabling the mobile Add-in. Regenerating and redeploying the manifest ensures that all changes are properly reflected across Outlook desktop, web, and mobile clients.

Mobile Add-in

The Outlook Add-in is now available inside the Outlook mobile app on iOS and Android, giving users access to key TeamConnect functionality wherever they work. Administrators can now control whether users can access the Outlook Add-in from mobile devices through the new Mobile Access setting in the Office Suite admin panel.

Enabling or Disabling Mobile Access for the Outlook Add-in

TeamConnect’s Office Suite now allows administrators to control whether users can access the Outlook Add-in from mobile devices. This setting is managed within the Office Suite admin settings and provides organizations with flexibility to enable or restrict mobile access as needed.

Accessing the Mobile Access Setting

  1. Navigate to Admin Settings:

    • Log in to TeamConnect as an administrator and go to the Office Suite admin settings.

  2. Locate the "Mobile Access" Section:

  • In the admin settings, you will find a new section titled Mobile Access.
  • This section is positioned between Select Objects to Enable and Permission Type.

  1. Enabling or Disabling Mobile Access

  • To Enable Mobile Access:
    • Check the option in the Mobile Access section. This allows end users to access the Outlook Add-in from supported mobile devices.
  • To Disable Mobile Access:
    • Uncheck the option. End users will be prevented from accessing the Add-in on their mobile devices.
User Experience When Mobile Access is Disabled 
  • If the mobile Add-in is disabled before the manifest is downloaded and deployed to the Admin Center, the Add-in will not appear on mobile devices after deployment.
  • If the mobile Add-in is enabled when the manifest is downloaded and deployed to the Admin Center, but is later disabled in the Admin Center, an error message will be displayed on mobile devices when users attempt to access the Add-in.

Add-in Configuration in TeamConnect

After deploying the TeamConnect O365 Add-in, admins can perform the following actions for the O365 Add-in directly within TeamConnect.

Edit Tab Names 

Each Tab in the Outlook Add-in corresponds to an Object within TeamConnect. And each search view is a sub-tab.

  1. For example, in the below screenshot, "Matter" is the object definition and "Significant Matters" is the corresponding search view from that Object Definition.

clipboard_e5da1cc7f9a1f0f10b152698901ebe1ed.png

  1. To display Objects as Tabs in the Add-in, you need to enable "Integration" for a search view. Go to Setup → Object Definition → Search views → any search view of choice. In the "Used For" checkboxes list, select "Integration".

    1. For more information, refer to integrate projects and how to prevent records from appearing in the Add-in. ↗

TC Setup      All Groups

Note: To be able to view "Integration" Search views on the Outlook 365 Add-In, you also need to go to Admin>Groups> Group of your choice> System Rights> Select Object Definitions in the dropdown. In the "Permissions" table, enable the permission to "View Object Definition Search Views".

clipboard_e4f710a6b68634536cf6d16a18fd972f4.png

clipboard_e5c7f9137fdbaacd8e2746a494ad55d59.png

Enable Document Versioning Comments

TeamConnect allows users to determine whether version comments should be provided when uploading a file or document as a version within the Add-in. To mandate version comments whenever a document is uploaded as the version of an existing document, you can select the Require Version Comment checkbox under Admin → Admin Settings → Office Suite in TeamConnect.

Version Comments Setting

To enable document version control, select the Enable Document Version Control checkbox under Admin → Admin Settings → Document Settings in TeamConnect.

Enable Document Version Control

Select Category for Create Matters

When an end user attempts to create a matter, a list of objects and categories is displayed. Only categories that are selected in the setup menu are visible in the user interface. 

  1. Navigate to Object Definitions → Matter → Categories.
  2. Select the Parent category under which the Child categories are to be added.
  3. Select the number of Child categories to be added.
  4. Enter the Child category names, Order, and Tree Position.
  5. Click Add Items. 

Select Category for Create Matters

  1. The added items will be displayed in the Add-in. 

Add Categories

Adding Custom Fields to the User Interface

For an improved user experience and to capture specific information during the matter creation process, you have the option to create different types of custom fields within the user interface. 

Note: The end user cannot create a matter when custom fields are deleted from the setup. It is advisable to first delete fields in the office config and then in custom fields.

To create custom fields, refer to the Client Success Center ↗. Follow the steps below to create different types of fields for your category (matter):

Instructions

Screenshot for Reference
Search Field:

1. Navigate to Object Definitions → Matter → Custom Fields.

2. Select the relevant category.

3. Select the Field Type as ‘Involved’.

4. Select the Search View as ‘Default Search Module’.

5. Select the Is Required option to ‘Yes’ if the field is to be made mandatory.

6. Enter the Label and Field Names.

7. Click ‘Save and Close’.

Search Field

8. Go to the Office Configuration tab. 

9. To add Custom fields under matter categories, use Primary Fields. The created custom field will be listed in the drop-down options.

Primary Fields

10. Select the Custom Field, and enter Label and Order.

11. Click Add Items → Save and Close.

12. Then the custom field will be displayed on the UI.

13. The search field will be visible when creating a matter. If mandatory, users must fill in the required details.

Add Custom Fields
Memo Field:

Follow the same procedure as for the Search field when dealing with the Memo field. The only modification required is to select the field type as "Memo" in the fourth step.

Memo field
Checkbox Field:

Follow the same procedure as for the Search field when dealing with the CheckBox field. The only modification required is to select the field type as "Checkbox" in the fourth step.