Link a document container to a precedent

A document container or email container can be linked to an existing precedent, eliminating the need to switch containers for each precedent.

1.    Open a Matter in the triConvey Desktop App.

2.    Select Precedent from the Matter Action Bar.

3.    Locate the precedent from the Precedent Library.

4.    Right-click on the precedent and select Modify.

Tip:  The precedent will open in Word.

5.    From the triConvey toolbar on the right-hand side, click on Details from the Automate tab.

6.    Under the Container drop-down menu, select your document container or email container.

7.    Select Save & Close.