Ease of Access 

You can pin the task pane to the mail view by clicking the pin icon above the task pane. So, whenever an Outlook mail is opened, the task pane for the Add-in will be visible by default. The user interface can be further customized by navigating to Settings → Customize Actions.  

Note: If the TeamConnect O365 Add-In 4.0 is already configured, you will not be able to unselect it.

Add-in Localization

In the present version, the Add-in offers localization. To switch the language in the Add-in, follow these steps:

1. Navigate to the TeamConnect interface.
2. Click on the user icon and choose Preferences.

3. In the General tab, locate the Locale drop-down menu.
4. Select the language you wish to use from the available languages in the drop-down menu. If the desired language is not visible, please contact your administrator for assistance.

5. Click Update. The Add-in will then switch to the language you've selected.

Matter-based Document Management

The Matter tab allows you to organize, compile, and manage the details of an incident or event from the beginning to its conclusion. Matter records encompass any type of litigation or dispute, including administrative issues, people involved in the incident, all relevant dates, tasks that must be completed, users and specialists assigned to the matter, and all related documents. 

When the Matters tab is clicked, there is a search bar that helps you to search for the matters you are looking for.

Matters can also be searched using date filters and search results can be sorted based on a few categories.

Detailed elucidation is provided in the subsequent topics.

Date Filters for Matter Search

1. Once you search for the matters, a date picker will be visible to the right of the search box.  2. Click on it and the search box area expands down into the search results portion of the Add-in to display a series of date filter options.  3. Select between the two date parameters - Created Date and Modified Date or use them independently.

4. View all the matters that were created/modified in a particular date range.  5. Once one of these is selected, you can either enter a single value for the date type or specify a range. 6. If a single value is entered, click Done and the results that match the exact create date (or modified date) of a matter will be displayed.  7. If you enter two values and click Done, the search results will match all matter records whose date range is included in the difference between the two dates, both inclusive.

Document Tab

At the upper panel of the Add-in, you'll find a Document tab. This tab enables you to search for all documents related to the TeamConnect matter without requiring a login to TeamConnect. By simply clicking on the Document tab, you can utilize the search feature to find documents by name. 

Quick Navigation

An option to quickly navigate to options within the selected matter and its document directory is added. 

The quick navigation   is found at the bottom of the TeamConnect task pane. 

1. Click the quick navigation icon to display the tree structure of the documents within the selected matter. 
2. Each folder and the sub-folders within it will be displayed.
3. Click on a folder name to navigate to the folder.
4. Select X or click the area outside to close the quick navigation.

Note: If the folder is empty, the expand arrow will be disabled.

Upload a Document

1. Select a mail or a matter to which the document is to be uploaded. 
2. Click on the floating ‘+’ icon that appears. You get an option to upload a file, select it and you will be directed to files from your local storage. You can select one or multiple files by clicking the Upload button. All the file uploads are displayed in a single modal. The selected files will be uploaded successfully. 

Toggle Select Mode

1. When the + button is clicked, there is an option to select toggle mode. 
2. Select the Toggle Select Mode checkbox. 
3. Select any number of files from the list to cut or copy.
4. Choose any option from Cut or Copy. A message will appear saying how many documents have been selected.
5. Go to the folder where you want to paste the files and select Paste.
6. The files will be saved successfully if there are no duplicates in the folder.

Note: If there are duplicates, an error message is displayed and the selected files remain in the original folder.

If the Toggle Select Mode is off, all the files selected will be unselected.

• Under the Document tab, right-click on a document to delete, upload a new version, or view it in TeamConnect.

If you do not have permission to add a file, an error message, “You do not have the necessary permissions to add documents. Kindly contact your System Administrator.” is displayed.

Limitations to Uploading a File

• The file or document you upload must not exceed the upload size limit (MB). Else, an error message, “File size exceeds maximum allowed limit in TC admin settings(MB). This file will be skipped during upload. Please contact your system admin for further information.” is displayed.
• When you try to upload a duplicate file, an error message, “Document with the name <file name> already exists in the same folder.”  

You now have two options:- 

1. Create a Copy or 2. Create a Version

1. Create a Copy	2. Create a Version
If the file you upload already exists in the same TeamConnect folder, you can rename it by creating a copy of the file. 1. Select Create a Copy. 2. Rename the file in the Name field and click the Confirm button. 3. When renaming a file, remove the file extension from the text field.  4. Your file is uploaded and a separate copy with a different name is added.	If the file you upload already exists in the same TeamConnect folder, you can create a version of the same file. 1. Select Create a Version. 2. Enter the version comments in the Comments text box and click the Confirm button. 3. Your file is uploaded and a newer version of the document is uploaded. Note: When a new document version is uploaded, it exclusively updates the content while incorrectly populating the metadata with the "Wrong Version" and modified name.

Upload Attachments from Emails

You have the option to upload attachments from emails directly without downloading them. 

1. To upload documents from emails to a particular matter/document, select any email with attachments. 
2. The email is opened in the panel and all the attachments are shown at the bottom of the Matters/Documents tab.
3. Select the attachment(s) to be uploaded and click the Upload button. The number of attachments selected is shown beside the Upload button.

4. The attachments will be uploaded to the pre-selected matter/document folder.

Upload Email to Matter

This option allows you to upload an entire email directly to the matter without downloading the attachments in the email. The email is uploaded in .eml format.

Note: We DO NOT recommend clients to use .eml files uploaded from the Add-in as sources for legal holds.

1. Select the matter in the TeamConnect panel to which the email must be attached.
2. Select the email to be attached. It is opened in the display panel.

3. At the bottom of the TeamConnect panel, you can find the Upload Email to Matter button. Click on it.

4. The email is uploaded in .eml format to the matter selected
5. If a duplicate email already exists, you get a warning message. Then modify the subject line and upload the email as a copy.

Organizers 

The organizer of a meeting or appointment is the person who schedules the event and sends out invitations to other participants. The organizer typically has control over the meeting details, such as setting the agenda, date, time, and location, and adding or removing attendees. 

Note: You are discouraged from replacing an Organizer and designating a different individual as the new organizer. We do not support reassignment as yet and it will disrupt appointment syncing. 

External Organizer

An "external organizer" typically refers to an individual who is not an internal member of your organization but is involved in organizing or scheduling events, meetings, or appointments within TeamConnect. Appointments created by an external organizer are synced to TeamConnect by a TeamConnect user, and the External Organizer flag is enabled for this user. When the External Organizer flag is active, any edits to these appointments will only affect TeamConnect and won't sync to Outlook. 

Invitee/Attendee

An invitee for an appointment, also commonly referred to as an attendee, is an individual who is invited to participate in a scheduled event or appointment. Invitees are people expected to attend the event, and they are typically invited by the event organizer. 

Non-TeamConnect User

A non-TeamConnect user refers to an individual who does not have an account or active involvement in TeamConnect. Non-TeamConnect users are external to TeamConnect and do not have the same level of access or permissions as TeamConnect users within the organization. They may still interact with TeamConnect data or appointments but often in a more limited or read-only capacity. These users are shown in the notes in TeamConnect. 

Create Appointments in Outlook

Initially, you must have access to the Appointment Category in order to create an appointment using the Add-in. To know how to schedule or create appointments through Outlook, go through the following steps:

1. Navigate to Home → Calendar icon on the left task pane → Select New Event. 2. Enter a title, location, start and end time, and click the Save button.  3. Open the appointment and click the TeamConnect icon.  4. Click on the Create New Appointment button. 5. Select Primary Category from the drop-down options.  6. Click on the Search field to find the matter to which the appointment is being created. Click the Save button. 7. Project Name is optional.
8. Click the Add button to select categories.
9. Click the Save button. (Appointment is still not created in Outlook.) Note: A warning message is displayed and the appointment is not synced until the appointment is created in Outlook. 10. Click the Send button to create the appointment in Outlook. Note: If you are the only attendee, you need to Save the appointment, else you need to Send the appointment. 11. A new appointment is created in the Outlook calendar.

Know that

1. Appointments require an additional field for the attendee that is designated as the organizer.
2. Subscriptions for the organizer are the only ones that can change appointment details. 
3. If the organizer does not have an email address, the user cannot save the appointment.
4. Attendees can change only their own attendance status. 
5. We do not support ‘All-Day Events’ with the Add-in.

Sync Existing Appointments from Outlook to TeamConnect

Upon a user's initial login to the Add-in, subscriptions are established. To ensure successful subscription creation, the email address listed on their TeamConnect contact card must match their Add-in user profile. Only after these subscriptions are in place will appointment syncing commence for users.

You can sync an existing appointment from Outlook to TeamConnect by the following steps:

1. Select an existing appointment and right-click on it to Edit.
2. Make the necessary changes.
3. Click the Save button.
4. A success message will appear. The appointment can now be viewed in Team Connect by clicking on the View in TeamConnect button.
5. 

Note: The External Organizer checkbox will be automatically selected in TeamConnect if the organizer of the appointment is not a Team Connect user. 

We recommend you check the scenarios for syncing appointments from Outlook to TeamConnect.

Edit appointments in Outlook

An appointment that is created can be further edited for any changes to it. 

1. To edit, just right-click on the appointment to be modified and select Edit.
2. Make the necessary changes and click the Save button.
3. The appointment with the changes made is updated in the calendar.
4. If an appointment is edited on Outlook and the subject is left blank, an error message is displayed only if the Add-in is open. 

Create Appointments in TeamConnect

To create an appointment in TeamConnect, click here.

1. The new appointment created will be displayed under the matter name selected.
2. When an appointment is created in TeamConnect, select at least one attendee as the organizer if using the Add-in. To synchronize appointments with Outlook, select the Sync to Outlook box.

Note: When creating an “All Day” appointment in TeamConnect, the date shifts to one day before in Outlook as the “All Day” in TeamConnect is different from the “All Day” term in Outlook. The Timezone used for TC is GMT+5.30 and for Outlook is UST+5.30. 

Sync Appointments from TeamConnect to Outlook 

When appointments are synced from TeamConnect to Outlook, all details like the matter name, event description, event category, etc. will be taken to Outlook. This would let you manage your matter-related appointments directly from Outlook without logging into TeamConnect.

To synchronize appointments from TeamConnect to Outlook, simply select the "Sync to Outlook" checkbox during appointment creation. Please note that this selection cannot be altered once the appointment is created. The “Sync to Outlook” checkbox is selected by default.

We recommend you check the scenarios for syncing appointments from TeamConnect to Outlook.

Edit appointments in TeamConnect

If an appointment is edited on TeamConnect and the subject is left blank, the previous appointment title is taken as the subject, and an error is shown in the logs.

Two-way Sync between Outlook and TeamConnect

For an appointment that is synced from TeamConnect to Outlook, the changes made in Outlook will automatically be updated to TeamConnect. When you edit the following details in Outlook, all the modifications will be sent back to TeamConnect. 

• Project Name (matter)
• Categories
• Subject (Mandatory; Appointment cannot be saved without a subject)
• Location
• Start date and time
• End date and time
• All-day event checkbox
• Comments
• Attendees - If the attendees are added or removed to the appointment, same changes reflect in TeamConnect 
• Organizer 

Delete an appointment in Outlook

You can delete or cancel an appointment that is synced to TeamConnect. We have different scenarios for deleting an appointment.

1. If the organizer deletes/cancels an appointment from Outlook, the appointment is deleted from Outlook for all the invitees though it still remains in TeamConnect. The status of all the invitees changes to “will not attend”.
2. If the non-organizer deletes/cancels an appointment from Outlook, the appointment is deleted from their Outlook only and it remains in TeamConnect. The status of the user changes to “will not attend”.

Undo Delete an appointment

When an appointment is deleted in Outlook, the appointment remains unsynced to TeamConnect though it is restored. Hence, we recommend you create a new appointment. 

Delete an appointment in TeamConnect

This table summarizes various scenarios related to appointment deletion, along with the scenarios and the resulting outcomes.

Create a Copy of Appointment in TeamConnect

You can create a copy of appointments in TeamConnect. The following section summarizes how changes made in one system affect the other and what happens to the original and copied appointments.

Troubleshooting Issues

Whenever you encounter a problem with the Add-in, know that there are some basic troubleshooting techniques you can use to fix issues like this.

1. When you log in, and your subscription is expired, renew the subscription. Logging out and logging back in will restore the renewed subscription 
2. When an organizer on an appointment quits the client’s company, any TeamConnect user in the attendees has to manually reassign all the appointments for which the user was an organizer to another user making them the organizer
3. Failed Synchronization and Error Logs: If a user's synchronization encounters an issue due to a subscription, the error will be recorded in the error log (TC office logger).

It is recommended that you go through the Troubleshooting Guide to find a solution for any unexpected error in the application.