User guide
Quick Start Guide
Dashboard
Overviews
Case detail (Caseoverview)
Case - event
Tasks
Case notes
Documents
User settings
Favorites
Table component
FAQ
News/Announcements in Team assistant
Mobile app settings
Administrator Guide
Platform guide
Administration
Crons
Authentication and Synchronization
Mobile App Setup for Your Environment
Scheme
Dynamic tables
Archiving
Scripts
Service console
Scheduled Tasks
HR Agenda
Sequences
CSP Headers
Logs
Access Token Settings & Session Expiration
Template
Roles
Connecting to a different database
Diagnosing services
Hyper-V: Isolated NAT Network with Port Forwarding
Planning
Users
Organizational structure
Events
Translations
NFC Integration
AXIOS API
Axios with Vault
Axios with SSL Certificate
Calculations & Functions
Integrations
MS Graph
ISDOC.PDF
DocuSign
TAS call module - TAS 2 TAS (process creation via API)
DB View
API tokens - application access
TAS Forms
TAS Forms
Activating the module on the environment
TAS Forms - secret creation guide for Docker Swarm
Advanced Features & Tips
Product
Technical Changelog
Business Changelog
Version Upgrade Guide
Upgrading to 5.7
Lodash upgrade v4.17.x (>v5.5)
Main changes and deprecated features (v5.3 > v5.7)
Highlighting variables in Read-only status (>v5.7.58)
Upgrading to 5.3
Dynamic conditions migration
PDF printing adjustment
Editing Task Description vs Task Instructions
Transpiling forEach to a for loop
Rendering HTML on Caseoverview
Differences between TAS4 and TAS5 - a complete overview
Best Practices for Upgrading from v4 to v5
Using validation functions
Technical details
Server prerequisites
Security and Data Protection
Security
TAS Operations Runbook
Technological architecture
News / Important information
Getting Started
Connecting to a different database
How to repoint a Team assistant instance to a different Microsoft SQL Server: editing the variables in .env, running the schema upgrade, and restarting the services from tas-manager, including the data-safety rules and troubleshooting.
Diagnosing services
Basic diagnostics for a Team assistant deployment — checking Docker Compose service status, reading logs, testing network reachability of the database, and checking system resources from both the menu and the system shell.
Hyper-V: Isolated NAT Network with Port Forwarding
How to create an isolated NAT network for Hyper-V virtual machines and expose selected services to the host and other computers on the LAN using port forwarding.
