User Licensing and Account Prerequisites:

• Users must possess an active Outlook 365 license.
• For authentication purposes, users must have a valid TeamConnect account.

TeamConnect Version Compatibility:

• The installation of TeamConnect O365 Add-In 4.0 requires TeamConnect Enterprise version 7.1 or higher.
• To locate and Determine the user’s TeamConnect Version refer to the Upgrade Scenarios for TeamConnect O365 Add-In 4.0.
• Installation of TeamConnect O365 4.x module via Available Updates in Admin Settings → About.

Browser Compatibility:

• The new TeamConnect O365 Add-In 4.0 seamlessly integrates with cloud-based versions of Outlook.
• Supported browsers include Google Chrome, Microsoft Edge, and Mozilla Firefox.
• As Safari is not supported, we suggest you utilize an alternative web browser on your Mac.

Cross-Platform Availability:

• The Add-in is compatible with desktop environments on both Windows and Mac operating systems, ensuring accessibility for a wide range of users.

Avoid Concurrent Usage with Office Suite Plug-in:

• To prevent unnecessary complications, we do not support the use of the Office Suite Plug-in (for Outlook) and the new TeamConnect O365 Add-In 4.0 simultaneously. It is highly recommended to uninstall the previous Plug-in before proceeding with the installation of the new Add-in.

Installation Process in Microsoft 365 Admin Center:

• Install TeamConnect O365 Add-In 4.0 through the Microsoft 365 Admin Center to ensure efficient and simplified administration. Kindly refer to the Installation Guide for comprehensive insights into the installation procedure.
• For newly installed TeamConnect 7.1 along with the Office Suite plugin, clients will be required to perform an upgrade to the TeamConnect O365 Add-In 3.X version.

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, Click the end user guide for localization guidance.

Edit Tab Names 

Each Tab in the Outlook Add-in corresponds to an Object within TeamConnect.

1. In the Admin user interface → Test Object Search View, select View Name as All Test Objects.  

(Here ‘Test Object’ is the name of the Object Definition)

2. To display Objects as Tabs in the Add-in, select Object Collection along with the Integration check box. For more information, refer to integrate projects and how to prevent records from appearing in the add-in.

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.

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

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. 

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

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 below steps to create different types of fields for your category (matter):

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’.
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.
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.
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.
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.
List (Dropdown) Field: 1. Follow the same procedure as for the Search field when dealing with the List(Drop-down) field. The only modification required is to select the field type as "Drop-down" in the fourth step.
2. Go to → Lookup Tables.  3. Check the categories. 4. The node items will include all the drop-down items visible in the categories.
Main Assignee and Role Fields: Follow the same procedure as for the Search field when dealing with the Main Assignee or Role fields. The only modification required is to select the field type as "Main Assignee or Role fields" in the fourth step.
Date Field: 1. Follow the same procedure as for the Search field when dealing with the Date field. The only modification required is to select the field type as "Date" in the fourth step. 2. Select the Time Zone Independent checkbox.
3. Navigate to Office Configuration → Primary Fields.  4. Select the Custom Field as the Date Field. 5. Select Add Items. 6. Click Save and Close. If mandatory, users must either input the date manually or select from the date picker. Note: We recommend not marking labels as mandatory in TeamConnect.

Set File Upload Size 

1. To set the Max File Size for a document to be uploaded to TeamConnect, navigate to Admin → Admin Settings → Documents → Document Settings → MAXIMUM SIZE OF UPLOADED FILE (MB).
2. Enter the maximum file upload size allowed.
3. Click the Update button.

Set Document Upload Size

For the Outlook Add-in, the Max File Size cannot be greater than the above value. 

1. To set the Max File size for a document to be uploaded to TeamConnect through the Add-in, navigate to Admin → Admin Settings → Office Suite → Document upload size limit (MB). 
2. Enter the maximum document upload size allowed.
3. Click the Update button.

Sort documents within a Matter Search

This option allows the end user to sort documents within a folder of a matter record. The sorting options are dynamic and can be set through Office Suite settings.

1. Navigate to Admin → Office Suite → Display Column Settings in TeamConnect. 
2. Select the options to be displayed as Sort By options from the checkboxes.
3. The options selected are visible in the Add-in.

Modify Add-in Name 

This option allows the user to modify the name displayed on the Add-in. 

1. Navigate to Admin → Admin Settings → Office Suite.
2. Scroll down to find Miscellaneous Settings → Office Suite Header.
3. Modify the name, and this altered name will appear in the generated manifest file.

4. The new manifest file will have the modified name.

This will help distinguish different manifest installs and allow each instance to have its own category during upgrades and keep environments distinct from each other.

Modify Add-In Name and Outlook Category

This option allows you to modify the name of the appointment category. 

1. Navigate to Admin → Admin Settings → Office Suite.
2. Scroll down to find Miscellaneous Settings → Office Suite Appointment Category.
3. Change the name and click the Update button.
4. This name will be displayed in Outlook as an appointment category.
5. There is no need for a manifest update in this case. Any changes made to the Appointments category will be immediately visible from the next new appointment creation onwards.

Customizing Appointment Categories in Outlook 

In Outlook, each appointment is assigned a category. When an appointment is created either in TeamConnect and synchronized with Outlook, or vice versa, it automatically receives the "TeamConnect" tag, which can be configured in the Admin Settings under Office Suite. 

In Outlook categories, the color of the tag can be personalized, while the tag's name can be modified in the Admin Settings under Office Suite. Please verify how to change the label here.

To modify the Office Suite Appointment category, navigate to the admin section and access the Office Suite settings. Here, you can change the label associated with the category.

Categories play a key role in distinguishing between appointments synced with TeamConnect and those that aren't.

Open the TeamConnect Taskpane in Outlook. Within the TeamConnect Taskpane, create the appointment and click "Save" to synchronize it with TeamConnect.
The appointment will then show the 'TeamConnect' category, signifying that it is synced with TeamConnect.
Appointments generated in Outlook and not synchronized with TeamConnect will not have the "TeamConnect" Outlook Category.

The TeamConnect label can be configured in the TeamConnect Admin settings.

Changing the label color:

By default, the TeamConnect category label appears in red. 

To alter its color, navigate to 'Categorize' → 'Manage Categories'.
This action will open a popup. Select the edit icon and choose the desired color.
Now Save and Close. The label's color will be updated across all associated appointments. Hover over the label to display its category name.

​​​​​​​Filtering by category:

To track or filter appointments with specific category labels, go to 'Filter' → 'Categories' → and select the desired category label.  This action will display only the appointments with the selected category on the calendar. This helps in organizing and managing appointments effectively.

​​​​​​​Set Matter Records Mandatory for Appointments

Making it mandatory to attach matter records to appointments can be achieved through Object Definitions: Appointments → Rules. Create a rule that prohibits the creation of appointments without an associated matter.

For more information on creating rules, refer to the Client Success Center.

Test Connection Button 

To verify the Graph API connection, the user can find a button to test the connection under Admin Settings → Office Suite, located below Graph API Config keys. In case the test connection fails, the error details will be recorded in the error logs.