Home › Docs › User Manual docs 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