Enterprise User Guide
Welcome to the TeamConnect® Enterprise User Help Guide.
- Records
- Large organizations may have millions of records in their databases to store information.
- Displaying Types of Records
- Viewing Collections of Records
- Searching for Specific Records
- Sorting Information
- Using a Record in View Mode
- Creating a Record
- Deleting Records
- Printing Records
- Working with Record Security
- Working with Record History
- Working with Related Records
- Working with Record Documents
- Viewing Workflow for a Record
- Object Definition Security
- Reassigning Work
- Contacts and Address Books
- The Contacts area is a central storage space for names, addresses, phone numbers, and other details about people and organizations.
- Projects
- Projects, also referred to as matters, let you organize, compile, and manage the details of an incident or event from the beginning to its conclusion.
- Creating a New Project
- Creating Different Types of Projects
- Editing a Project
- Adding or Removing Project Categories
- Changing Project Phases
- Assigning Contacts to Projects
- Creating Relationships between Projects
- Managing Involved Parties for Projects
- Managing Milestones
- Adding Tasks to Projects
- Adding Appointments to Projects
- Adding Expenses to Projects
- Adding Accounts to Projects
- Reports
- TeamConnect provides a native analytical reporting service that is used to design, save, and execute graphical reports.
- Appointments Calendar and Tasks
- This page introduces the appointment calendar in TeamConnect, a daily planner tool that allows users to view, add, and edit their appointments and tasks for effective time and schedule management.
- Finance
- TeamConnect can track various financial components of a project, such as attorney time and vendor bills (Invoices) and internal business costs (Expenses). You must set the appropriate budgets and reserves (Accounts) to use invoices and expenses.
- Documents
- This page provides an overview of documents in TeamConnect, which can include files like Word documents, Excel spreadsheets, images, text files, and email messages accessible via the Documents page.
- Searching for Existing Documents
- Documents and Global Search
- Viewing Documents
- Using Documents Collections
- Managing Documents
- Viewing or Editing General Information of a Document
- Viewing Document Versions
- Adding and Removing Document Categories
- Printing Documents
- Deleting Documents and Document Folders
- Updating Security Rights of Document Folders
- Document Management Systems
- Essentials-Matter Budget Insight
- Related Object on Search Views from Setup
- Workflow Processes
- Approval processes in TeamConnect provide structure and enforcement for your workflow.
- Accessibility
- TeamConnect is accessible to users with disabilities and follows recommendations of Web Content Accessibility Guidelines (WCAG 2.1), including accessibility mode and keyboard access.
- Troubleshooting and Frequently Asked Questions
- This section provides additional frequently asked questions and troubleshooting information about the TeamConnect end user interface.