Getting Started with Automation

If you have existing templates or forms that you have already created, it is possible to upload them to triConvey and automate them with data from your matters.

Table of Contents

• Create an Automated Precedent
• Document Automation Methods
  • Fields
  • Asks
  • If/Then/Else Statements
• Additional tips

Create an Automated Precedent

1.    Open a Matter in the triConvey Desktop App.

2.    Select Precedent from the Matter Bar.

3.    Select the Add a Precedent tab. Learn more about the Precedent Library.

4.    Select from either:

• Browse for an existing document - if uploading an existing document; or
• Create from a blank document - if drafting a new one.  You can upload Word or PDF documents.
  

5.    Name the document.

Tip:  If applicable, choose a container type from the Container dropdown menu and change the Location.  A Container consists of the header, Re Line and footer of a document.  Learn more about document containers.

6.    Select Create. 

Tip:  The document will now open in Word in Modify mode. This is when you can start automating the contents of your Precedent.

Document Automation Methods

There are three ways to automate your templates in triConvey, Fields, Asks and If/Then/Else Statements.

Fields

Use a field insertion when you want to take any information from your Matter’s Details and insert it into the document.  Learn more about Fields.

Asks

Asks are pop-up questions that are filled in with text, dates, numbers, true/false, or multiple-choice options. Use an Ask to prompt choices on your template.  Learn more about Asks.

If/Then/Else Statements

If/Then/Else are conditional statements built off a Field Insertion or Ask.

If/Then/Else Statements require a more advanced level of automation knowledge and skill but provide powerful capabilities to your templates, such as simplifying multiple templates into a single document.  Learn more about If/Then/Else Statements.

Additional tips

• To make it easy to identify document automation tags, we highly recommend turning on Word Field Shading in Word Settings.
• Check that your automation settings are configured to your firm's preferences.