Third Party Support Matrix - version 18.104.22.168
The third party products listed below are are compatible with the latest version of the TAP application.
- Release Date - This date reflects when the product was released. This date is not related to TAP.
- EOS Date - End of Support Date. Mitratech will stop providing support for the respective product on this date.
- EOL Date - End of Life Date. The product will not be provided by Mitratech anymore.
|Client Browsers||Product||Version||Release Date||EOS Date||EOL Date|
|Database Servers||Product||Version||Release Date||EOS Date||EOL Date|
|MS SQL Server||2016||06/01/2016||07/31/2021||07/14/2026|
|.NET||Product||Version||Release Date||EOS Date||EOL Date|
|Web Servers||Product||Version||Release Date||EOS Date||EOL Date|
|TeamConnect Versions||Product||Version||Release Date||EOS Date||EOL Date|
6.0.1 and later
|Other||Product||Version||Release Date||EOS Date||EOL Date|
|AdobeSign||Up to current|
|Docusign||Up to current|
(SF Lightning is not supported)
|Up to current (45)|
Client OS -
BASED ON BROWSER
|Product||Version||Release Date||EOS Date||EOL Date|
Supported Features and Functionality
TeamConnect & Salesforce
|Create Project and Contact objects in TeamConnect||Self service configurability, ability to map TeamConnect information to TAP fields, and easily send information to TeamConnect in order to create records. We can create Project and Contact object types.||Yes||Yes|
|Map TeamConnect objects to TAP objects||Access TeamConnect support directly in the designer to map TeamConnect objects to TAP fields.||Yes||Yes|
|Present TeamConnect Lookup Tables in TAP||Present TeamConnect lookup tables within dropdowns and multi-select dropdowns in TAP forms.||Yes||Yes|
|Search through TeamConnect Objects||Search through TeamConnect custom objects, contacts, and users within a form.||Yes||Yes|
|Add multiple TeamConnect Keys||Connect into many TC instances from one TAP instance so that workflows requiring different permissions to TC can easily be accommodated.||Yes||Yes|
|Limited File Upload Functionality||Upload to pre-specified folder||Yes||Yes|
|Conditional Execution||Trigger different object creation logic by workflow conditions||Yes||Yes|
|Import Across Environments||Allow users to import integrated TeamConnect workflows across environments and maintain configuration (as long as objects/fields match)||Yes||Yes|
|Set Primary Category||Set primary category of created object||Yes||n/a|
|Role Lookup (TC 6.1+)||Quickly associate TeamConnect roles using a TAP lookup field. TC roles selected by an end user map to the TeamConnect record and can be updated in secondary stages of the form.||Yes||n/a|
|TeamConnect Credential Validations||Users see an error message when incorrect TeamConnect credentials are inputted to the "TeamConnect Keys" administration window.||Yes||SF uses oath, TC uses basic|
|Document Upload||Easily route documents from TAP to TeamConnect and associate them with system or custom objects. Root object folders, relative folder paths, and ad hock folder creation are supported. Additionally, specific categories can be tied to folders created ad hock, also file description. TAP upload limitations in single and multi upload fields are 100 mb. Duplicate file names are adjusted.||Yes||Yes|
|Category Selection||Self service configuration of presenting categories to end users. Easily show various object selections in order to guide the end user to associate the correct category to the matter or request. Categories can be hidden on the form field level, but associated to the object created, as well as pre-defined, or shown with parameters.||Yes||n/a, no categories, but layouts are supported|
|Update of TeamConnect Records||Update existing TeamConnect record categories and root categories fields. TAP Admins are able to input TeamConnect objects into a form that the end user can then update so that real time edits can be made to existing object definitions that have been inputted.||Yes||Yes|
|Category and Record Lookup||Category Management - browse category tree and select categories||Yes||Yes|
|Improved Contact Search with First and Last||End users can now search by first name, last name, or first and last, in the contact search form field linked to TC contacts. If we enter a single word we are searching by name or last name. If we enter two words, we are searching by name and last name or last name and name. If we enter three words we are searching by first name, middle name, and last name.||Yes||Yes|
|TeamConnect Essentials||Essentials matter types and sub-types options are shown in an abbreviated manner so that end users can quickly. Sub-type can be hidden or hard-coded.||Yes||n/a|
Note: The TAP/TC integration is not supported in conjunction with splitter stages or auto-submit when using the categories field to set category.
AdobeSign Classic & DocuSign
The list below details the supported features between TAP and AdobeSign Classic. Most of the AdobeSign features are located in the Workflow Designer screen, get there by navigating to Designer > Select Workflow > Workflow page > e-Signature Support
|Template Screen||Supported Features|
|Signers Screen||Supported Features|
|API Screen||Supported Features|
|Document id Screen||Supported Features|
|Expiration Screen||Supported Features|
If using DocuSign, you have to turn this feature ON in your DocuSign instance in order for this information to be shared with TAP.