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User manual.
The user manual covers everyday tasks for knowledge workers + practitioners using TeamSync. Sections below; per-screen procedures and short videos in the in-product help and the customer documentation portal.
Sections.
Section
What it covers
Finding documents Search box, filters, semantic queries, saved searches
Asking DocuTalk How grounded answers work; reading citations + evidence cards
Working in a matter / project / case The unified work view across the federated estate
Capturing in the field Mobile capture — photos, voice, forms, signatures
eSignature Sending an envelope, signing as recipient, downloading executed copies
CLM authoring Creating a contract from template, redlines, negotiation, executed-version archive
eDiscovery review Working a review queue, applying tags, marking privilege, escalating
Workflow + tasks Working your assigned-task queue; SLA timers; escalations
Personal preferences Notifications, email digests, language
Quick wins for new users.
If you are new to TeamSync, do these first
Why
Try DocuTalk on a question you already know the answer to
Calibrates trust in cited evidence
Save a search you run often
Shaves seconds per use
Set notification preferences
Reduces email noise
Bookmark your active matters / projects
Faster daily entry
Try mobile capture once
The 60-second time saver field-staff don't expect
Frequently asked.
Question
Answer
Why can't I see a document I think I should see?
Permissions are evaluated per request — your administrator can confirm scope
The DocuTalk answer doesn't look right — what do I do?
Click the citation chips to verify; if still wrong, use the in-product feedback button so the model + retrieval can be improved
Can I download my data?
Yes — Export → Self-service per your tenant's policy
Where do I report a mistake in a document?
In-product feedback or the customer support portal
Where to get help.
Need
Channel
In-product help
Floating ? button in every page
Knowledge base
Customer documentation portal (logged-in)
Live training
Customer Success Manager schedules per cohort
Community Q&A
Customer community forum
