Send and save emails from a Matter

triConvey's integration with Outlook allows you to send emails from and save attachments to your matter. 

Table of Contents

• Getting Started
• Send an email from triConvey
• View all email communications for a Matter
• Save emails to triConvey
• Save multiple emails to a Matter
• Save one email to multiple Matters
• Save attachments from email replies
• Next steps

Getting Started

triConvey's Outlook toolbar should automatically be included with your triConvey installation.  If this toolbar is missing or not working, please contact our support team for assistance.

Send an email from triConvey

1.    Open a Matter and select Email from the Matter Action Bar. 

2.    Select Add next to the parties and/or staff that you’re addressing the email to.

Tip:  By default, email addresses you select will be added to the To field.

3.    You can also add email addresses to the CC and BCC fields by selecting either of these fields at the bottom of the window before clicking the Add button beside any of the parties and/or staff you would like to add to the email.

4.    Select Next. 

Tip:  The Outlook app will open on your desktop and another window will open with a blank email that has the To, CC and BCC fields already pre-filled.  If you are working on multiple screens, and cannot see the email, click on your Outlook app. 

5.    Compose your email and attach documents if needed. 

6.    Use the triConvey matter bar at the bottom of the email to action triConvey-specific tasks: 

• View Matter - view the details of the matter directly from Outlook.
• Attach - easily find and attach a document to your email from triConvey. 
• Send To - search parties and staff to select from to add more email addresses.

7.    Select Send once the email is ready to be sent.

Tip:  The email will automatically save to the Matter.

View all email communications for a Matter

You can access all emails sent from triConvey regarding a matter by navigating to the Emails tab within the matter.

1.    Navigate to the Emails tab within the Matter. 

2.    Select the arrows next to the categories to show emails sent or received from a specific email address. 

Save emails to triConvey

With the triConvey to Outlook integration, you’ll see a triConvey search bar at the bottom of emails, allowing you to browse for a matter to save the email to. To save the email: 

1.    Open the email in Outlook and select Browse from the triConvey search bar.

Tip:  Alternatively, you can click into the triConvey search bar and type in the matter you wish to save the email to.

2.    Select the matter to save the email to. If there are attachments to save, tick the box next to the attachment name.

You can change the folder location that files will be saved to by clicking change... in the Location section of the window.

3.    Select OK or Attach. 

Any emails saved to a matter will have the triConvey tag applied to them in Outlook.

They will also appear in the Received category in the Email tab of the matter.

The email and associated attachments will be viewable from the Documents section of the Matter.

Save multiple emails to a Matter

1.    From Outlook, hold the Ctrl or Shift key while selecting multiple emails. 

2.    Right-click on one of the emails and select triConvey – Associate emails with matter.

3.    Select the matter and tick the attachments you wish to save. 

4.    Select OK. 

Save one email to multiple Matters

An email can only be assigned to one matter from Outlook.   If you need to have copies of an email on multiple matters: 

1.    Save the email to a matter. 

2.    Right-click on the email in your Document list. 

3.    Select Copy To and then select Another Matter.
4.    Select or search for the matter. 

5.    Repeat the steps for every applicable matter.

Save attachments from email replies

When you receive a reply to an email that has been saved to a matter, the reply will also be saved to the matter automatically. You can choose to have triConvey save any attachments included in those replies. The attachments will appear in the Documents section of the matter. 

To enable this: 

1.    Select the gear icon from the top-right corner of the triConvey Desktop App. 

2.    Select Outlook and Notifications from the left-hand menu. 

3.    Tick either one or both of the following options depending on your preference: 

• Save file attachments from reply emails to a matter (e.g., PDFs, Word Docs, etc.)
   
• Save inline images from reply emails to a matter (e.g., embedded logos, images, email signature icons, etc.)

4.    Select Save.

Next steps

Once you’ve learned how to send emails from triConvey, learn how to send emails from Microsoft Word, or set up email containers to automate emails.