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Office Suite Configuration for TeamConnect Essentials

This guide details how to configure the settings in your version of Office Suite. This includes updating login setting, proxy authentication, syncing Outlook with Gmail, checking in settings, and search filtering.


Getting Started

TeamConnect Office Link includes the TeamConnect Office and Outlook Add-ins.

Use TeamConnect Office to make updates to documents that open in Microsoft Word, Excel, and PowerPoint.

Use TeamConnect Outlook to manage tasks, appointments, emails, and documents from Microsoft Outlook.

Both add-ins require settings information after you install them. For TeamConnect Office, when you enter settings information for Word, Excel, or PowerPoint, the other programs update with the same settings. For TeamConnect Outlook, you enter settings information separately. See the entries on Installing the TeamConnect Office Add-In and Installing the TeamConnect Outlook Add-In for further details.


Updating Login Settings

Follow the instructions below to update login information settings.

For TeamConnect Office:

  1. Open a Microsoft Office program, such as Word, Excel, or PowerPoint.
  2. From the TeamConnect tab, click the Settings button.
  3. Click the tab. Enter your changes. Click Ok.
  4. A message appears to indicate whether authentication was successful or not.

For TeamConnect Outlook:

  1. Open Microsoft Outlook.
  2. From the TeamConnect pane, click the Settings button.
  3. From the Credentials tab, enter your changes. Click Ok.
  4. A message appears to indicate whether authentication was successful or not.

Proxy Authentication

Depending on your network configurations, your application may require proxy authentication to connect to Mitratech’s server.

To set up a connection to a proxy:

  1. From the TeamConnect tab or pane, click the Settings button.
  2. Navigate to the Credentials tab.
  3. Enter information about your proxy server. See table below for a description of each field.
  4. Click Ok.
Field Name  Description
Host Name The host name of the proxy server on your network.
Port The port number on which your proxy server listens for requests.
UserName The user name that authorizes requests to the proxy server.
Password The password that authorizes requests to the proxy server.

Note: If you are using a proxy, you will have to force SSL on your proxy for it to function properly.


Preventing Records from Appearing

By default, TeamConnect enables documents, appointments, and tasks from TeamConnect to appear in the Outlook add-in. However, if you do not want one or two of these types of records to appear, you can disable them.

To prevent documents, appointments, or tasks from appearing in Outlook

  1. From the TeamConnect pane, click the Settings button.
  2. From the Settings window, click the Options tab.
  3. Remove the checkmarks from Documents, Tasks, or Appointments if you do not want any of those records to appear in Outlook.
    Note: You cannot remove the checkmarks from all three record types.
  4. Click Ok.
  5. Restart Outlook.

Syncing Outlook with Google Mail (Gmail)

If you use Google mail as your mail server, specify that your mail account is Google mail as part of your settings.

To specify your mail account is Google mail

  1. From the TeamConnect pane, click the Settings button.
  2. From the Settings window, click the Options tab.
  3. Select the Mail Account is Google Sync check-box.
  4. Click Ok.



The following details functionality available from the Options subtab of the Settings menu.


Note: If Documents is disabled but Tasks and/or Appointments are not, the TeamConnect Pane will not appear in the normal Outlook window, but will appear when Calendar or Tasks is selected.

Document Check in & Check Out

The TeamConnect Office Suite add-in incorporates document check-in and check-out in order to prevent files from being edited by more than one user at a time. See Document Management for further information. Note: Local changes will not be automatically reflected in the plug-in. Users must check the document back in for these changes to be stored and reflected in the add-in.

To check out a document, open a document from a Matter folder by double-clicking. Select View and click Edit Document from the drop-down list. Click the now highlighted Check Out icon under the TeamConnect tab.

Note: If the file is already checked out by another TeamConnect user, you will be given a notification.


After editing the document, click Check In under the TeamConnect tab, or click Undo Check Out to return the document to the Matter folder without changes. Users may be prompted or required to enter a comment upon check-in.

Note: Documents that are already checked out by another user will still have the Check Out option in the TeamConnect tab. Clicking Check Out will then display a message stating that the document is checked out and listing the user that has checked out the document.

Check In Settings

Users can change the default settings for how document check-out operates. From the TeamConnect add-in window, select the Settings button and then Options to choose between the three available options detailed below.

clipboard_e8378fe867a10b51e00fa6b35124a751b.png Option Details
Always Prompt for Check Out Users are prompted to confirm any document check-out.
Always Check Out When Available  Opening a file that is available for check-out will automatically check out the document without any prompts or confirmation.
Always Open in Default Mode Files will be opened in read-only mode unless they are already checked out.


Document Management

Users are able to view all recently edited or opened documents via the Recent button in the View section of the TeamConnect tab.


Similarly, the Checked Out button will show all documents currently checked out and the user associated with that document. These documents must be checked back in to save changes to the system. Local changes do not automatically reflect in the application.


Search Filtering

Outlook and Office users are able to utilize a search filter in the add-in to optimize access to their matter folders and documents. This feature can be disabled or configured from the respective TeamConnect account for the Office account as detailed in TeamConnect-side Configuration.

Important: If the Setting up Search steps are not completed, existing files from before the upgrade will not be returned in the search.

Setting Up Search

Click the Refresh Documents button to ensure that all existing files are eligible for searching. Depending on the number of files in your TeamConnect system, this may take a large amount of time to complete. It is recommended to begin this sync when there is significant available time for processing so that your work with Outlook is not interrupted.


Searching and Filtering with Office Suite

To Search in the add-in, you'll need to click the magnifying glass icon on the TeamConnect pane.


Type into the search bar to view folders or documents matching your query. Details on configuring search as well as how search operates can be found in the table above in the Search Filtering. All other matters or documents will not show while your search filter is applied.


Note: You will only be able to search for documents or matters that you have rights to. If you do not have rights to something you think you should, please consult with your TeamConnect administrator. 

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