O365 Outlook Plugin Vs Add-in

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This page provides a detailed comparison of features available in both the TeamConnect Outlook Plugin and the new Add-in. It covers various aspects such as authentication methods, deployment settings, document management capabilities, matter search functionality, and more.

Feature Category	Feature Name	Feature Description	Exists in Plug-In?	Exists in Add-in?
Login	SSO Authentication	Provide ability to be automatically signed into TeamConnect Add-in when they log into Outlook 365	Yes	Yes
Login	Basic Authentication		Yes	Yes
Deployment Settings	Installer File	Provide the admin the ability to install the outlook plugin per each end user's machine	Yes	No
	Installer Settings	Installation settings, Instance configuration & proxy configuration settings for the plugin	Yes	No
	Generate Manifest File	Provide the admin the ability to download an instance configured manifest file that can be deployed via the Admin Center to offer their end users access to the Outlook 365 Add-in	No	Yes
	Graph API Keys Configuration	Provide the admin the ability to add Graph API keys from the Azure Active Directory for Appointments to work	No	Yes
Matter Search	Matter Search by Name	Provides ability to search a matter by name using matter group and date filters	Yes	Yes
Matter Search	Matter Search by Number	Provides ability to search by matter number using matter group and date filters	Yes	Yes
Document Management	Adding documents to matters	Ability to attach documents to matters and corresponding subfolders in TeamConnect	Yes	Yes
	Adding emails to folders(.eml format)	Ability to attach emails to matters and corresponding subfolders in TeamConnect	Yes	Yes
	Adding emails to documents (.msg format)	Ability to attach emails to matters and corresponding subfolders in TeamConnect	Yes	No
	Adding Subfolders	Ability to add subfolders from the Add-in	Yes	Yes
	Search for Documents	Provide ability to search documents by title name in TeamConnect	Yes	Yes
	Quick Navigation	Ability to quickly navigate to the desired matter/document folder via a tree structure	Yes	Yes
	Capture Email/Document Metadata	Ability to capture Email/document metadata (from which email, to, from, CC, Body)	No	Yes
	Edit Email/Document Metadata (Also includes renaming)	Give user the ability to edit document/Email metadata like name, authored by, description, Outlook information (to, from, cc, body)	Yes	Yes
	Updating Categories in Email/Document Metadata	Provide ability for users to update a document with categories and view it in TeamConnect	Yes	Yes
	Multi-level Categories	Multi-level categories are available same as in TeamConnect while managing categories in documents metadata	No	No
	Creating Folders	Provide users the ability to create a folder under a matter	Yes	Yes
	Document History	Provides user the ability to view the different version history of the documents	Yes	Yes
	Deleting Documents	Provide users the ability to delete documents from folders	Yes	Yes
	Checkin/Checkout	Provide users the ability to check in and check out documents (increments version)	No	Yes
	Attach Single Document to Emails	Enables users to attach a single document to outgoing emails from the Add-in's compose window, one document at a time.	Yes	Yes
	Attach Multiple Documents to Emails	Provides users the ability to attach multiple documents at once to the compose window from Add-in to outgoing emails	Yes	No
	Duplicate File Check	Warn user by detecting duplicate files within the same folder	Yes	Yes
	Duplicate File Uploads (via Renaming)	Allow users to upload duplicate files by renaming them with a different name.	No	Yes
	Upload as a version	Allows users to upload a new version of a previously uploaded file in the documents for a matter record	No	Yes
	View Document or Folder in TeamConnect	Provides user the ability to open a new tab which is directed to the specific folder/document location in TeamConnect	No	Yes
	Drag documents and emails from Outlook to matter folders	Ability to add documents and emails from Outlook via drag and drop	Yes	No
	Moving Single Document	Provides user the ability to move individual files between document folders using cut/copy and paste (inside the Add-in)	Yes	Yes
	Multi-select Folders/documents	Ability to select multiple documents or folders at a time to perform actions	Yes	Yes
	Moving Multiple Documents	Provides user the ability to move multiple files files between document folders using cut/copy and paste (inside the Add-in)	Yes	Yes
	Sorting Documents within a Matter Record	Provides the user the ability to sort the documents within a folder of a matter record's documents	Yes	Yes
	Preview Document in Outlook	Provide the user the ability to open and preview document from the Add-in	Yes	No
	Show Number of Documents in the Folder	Show the total number of the documents in a folder directory	Yes	No
	Security Groups & Permissions	TeamConnect's rights and security permissions will also be respected in the Add-in and users will only see matters, documents and information that is configured for their groups	Yes	Yes
	Validation Rules & Approval Workflows	Validation rules and Approval workflows configured in TeamConnect are also respected by the Add-in. For example, if a document deletion requires approvals, it will trigger the deletion approval process in TeamConnect if document is deleted within the Outlook Add-in	Yes	Yes
	Document Auto Detect	When selecting emails in Outlook, the Add-in will auto-detect attachments in the selected email and show the files in the modal for selection and upload	No	Yes
Document Management Settings (in TeamConnect)	Outlook Email Storage Format Configuration	The setting to select either .eml or .msg email storage format when uploading emails to TeamConnect via the Outlook plugin or Add-in	Yes	No
	Enable automatic renaming of duplicate email filenames	The setting to automatically rename duplicate documents when uploading to TeamConnect via the Outlook Plugin or the Add-in	Yes	No
	Display Column Settings	The setting for document's grid display when browsing a matter's document directory. Enables/Disables columns for all users	Yes	No
	Require Version Comment	The setting to make comments mandatory when updating a document's version	Yes	Yes
	Attachment Size Warning	The setting to warn users when they are attempting to attach a document that is reaching the size limit.	Yes	Yes
	Document Upload size limit	The setting for maximum upoad limit per each document	Yes	Yes
Error Logging	Error Logging and Debugging Configuration Settings for Diagnosing Issues	Enable the Add-in to catch and log errors when it runs into issues, allowing the client's IT admins to send log reports to Support, and configure error logging and debugging to collect logs for diagnosing issues on a user's machine or TeamConnect.	Yes	Yes
	Credentials	Ability to switch instances from the Credentials and Proxy configuration within the plugin.	Yes	No
	Enable Objects settings	Enable/Disable Document Management, Appointments	Yes	No
	Server Side Settings	Configure/View email storage format - .msg or .eml	Yes	No
	Column Preferences	The setting for document's grid display when browsing a matter's document directory. Enables/Disables columns based on individual user's preferences	Yes	No
Pagination	Pagination of Search Results - Documents	Ability for the user to browse through search results of Documents	Yes	No
Pagination	Pagination of Search Results - Documents	Ability to scroll down throughout the page	No	Yes
Localization	Localization for Clients	Ability to extend TeamConnect's Locale settings so there is multi-language support & field-label consistency	No	Yes
Desktop Responsiveness	Responsive Add-in for Outlook Desktop	Responsively fit available space via manual width adjustment done by the user on Outlook Desktop. Note: Microsoft removed this function.	Yes	No
Date Formatting	Date formatting based on TeamConnect	Reflect the date preferences from TeamConnect into the Add-in	Yes	Yes
	Realtime Sync	Real-time synchronization occurs	No	Yes
BI-Directional Appointments	Create, Read & Update appointments in Outlook & Sync with TeamConnect	Give TeamConnect user ability to create, read & update appointments in Outlook and manage(view/edit) them in Teamconnect.	Yes	Yes
	Create, Read & Update appointments in TeamConnect & Sync with Outlook	Give TeamConnect user ability to create, read & update appointments in TeamConnect and manage(view/edit) them in Outlook.	Yes	Yes
	Delete appointments in Outlook & Sync with TeamConnect	Provide TeamConnect user the ability to delete appointments in Outlook and view updates in TeamConnect	Yes	Yes
	Cancel appointments in Outlook & Sync with TeamConnect	Provide TeamConnect ability to delete appointments in TeamConnect and view update in Outlook	Yes	Yes
	Delete appointments in TeamConnect & Sync with Outlook	Provide TeamConnect user ability to delete appointments in TeamConnect and view update in Outlook	Yes	Yes
	Updating Categories	Provide ability for users to update an appointment with categories and view it in TeamConnect	Yes	Yes
	View in TeamConnect	Provide a hyperlink to quickly navigate to the appointment in TeamConnect	Yes	Yes
	View Summary	View Appointment Summary	No	Yes
	Security Groups & Permissions	TeamConnect's rights and security permissions will also be respected and users will only see matters, appointments and information that is configured for their groups	Yes	Yes
	Validation Rules & Approval Workflows	Validation rules and Approval workflows configured in TeamConnect are respected. For example, if an appointment is created for a specific category, it triggers a set of actions in TeamConnect	Yes	Yes
	Remove invitees when deleting appointment	Invitees are automatically removed from the appointment when it is deleted	Yes	Yes
Appointments Settings (in TeamConnect)	Historical Calendar Sync (Days)	The setting is for configuring how many previous days you wish to sync to the calendar	Yes	Yes
	Calendar Sync Interval (Minutes)	The setting is for configuring automatic synchronization. The minimum allowed time is 1 minute	Yes	No
	Prepending Matter Name on the Appointment Subject	When creating an appointment in TeamConnect and syncing it to Outlook, the matter name will be prefixed to the subject of the appointment for the invitees.	Yes	Yes
Matter Creation	Create Matters	Allow users to create matters in Outlook	Yes	Yes
	Security Groups & Permissions	TeamConnect's rights and security permissions will also be respected in the Add-in and users will only see matters, appointments and information that is configured for their groups	Yes	Yes
	Validation Rules & Approval Workflows	Validation rules and Approval workflows configured in TeamConnect are also respected by the Add-in. For example, if a matter creation rule exists in TeamConnect for a particular field to be filled with specific data, the same rule should be applicable on the Add-in and the error message should show up on the Add-in	Yes	Yes
	View Matter in TeamConnect	Provide a hyperlink to quickly navigate to the matter in TeamConnect	Yes	Yes
Matter Creation Settings in TeamConnect for Outlook			Yes	Yes
Bi-Directional Tasks	Creating & Edit Tasks in Outlook and Sync to TeamConnect	Provide ability to create and update tasks in Outlook and view it in TeamConnect.	Yes	No
	Update categories on Tasks	Provide ability for user to updates categories to tasks	Yes	No
	Multi-level Categories	Multi-level categories are available same as in TeamConnect while managing categories in Tasks	Yes	No
Performance (for internal use only)	Datastore File	The datastore file is no longer needed, as there is now no lag when switching between calendar view and mail view.
Search Views (Admin		Search Views (Admin) via the "Integration" checkbox in the Setup	Yes	Yes
Custom Search	Custom Search and User Saved Search		No	No