In order to perform the mapping of an RTF to TeamConnect data and to test a document template, you must belong to a user group that has the appropriate rights assigned to it by an administrator. These include, but are not necessarily limited to:

•For Documents:

oRead

oUpdate

oCreate

oPerform Template Data Mapping

oGenerate New XML Based Document

•For the record type with which the document template is associated (such as Matters):

oRead

oCreate

oUpdate

oAlso make sure you have rights to its categories and sub-objects (such as assignees).

•For all related records with which the main record type is associated, if data from these records needs to be retrieved in the document (such as involved parties, child or embedded project records, appointments, tasks, and so on):

oRead

oCreate

oUpdate

oAlso make sure you have rights to its categories and sub-objects.

Please ensure that your group has these rights given to it, at a minimum, before proceeding with the instructions in this document.