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Office Configurations

This guide outlines how to set up Office Configurations for Matter Creation with the Office add-in inside of TeamConnect.



Beginning in Office Suite version 3.1, Office Configurations are the way that TeamConnect administrators can specify which fields are available to a user when they use the Matter Creation feature in Office Suite. 

  • Office Configurations are available starting in TeamConnect version 6.1.0.
  • Office Suite Configurations are available starting with Office Suite version 3.1.0.

    Note: Setup rights are required in TeamConnect to modify Office Configurations. 


Creating and editing Office Configurations

To begin creating or editing an Office Configuration, please follow these instructions:

  1. Start by clicking 'Setup' in the upper right corner of TeamConnect. 
  2. Next, on the Setup window that pops up, Click 'Go to...', then select 'Object Definitions' from the drop down. 
  3. Click the link for the object that you want users to create using Matter Creation. It must be a custom object type, such as Dispute or Matter.
  4. Inside the object definition, click the 'Office Configuration' tab.
  5. Click the 'Configure for Office Suite' button.
  6. On the 'General' tab of the configuration, the 'Enable object creation for Office Suite' checkbox can be checked when ready for users to start using the configuration.
  7. On the 'Primary Fields' tab of the configuration, you can add the main fields you want your users to use when creating the matter. 
  8. There are three different types of fields that can be added:
    • System Fields: These are fields that might apply to any Custom Object. The two most important fields that most clients would want to use are name and mainAssignee. 
    • Custom Fields: These will be specific to each different type of Custom Object. On this tab you can only add custom fields that belong to the default category of the object type.
    • Text: This gives you a place to put any instructional text that you want the user to see when creating a matter in Outlook.clipboard_e638361b3358ed55c44fe2473ec2eaac1.png
  9. The 'Category Fields' tab is where you can put any fields that are specific only to one particular category or type of record.
  10. When you are finished making changes, always remember to Save or Save and Close.
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