Organising Precedents

You have the ability to change the location and organisation of the precedents in the library.  You can move individual precedents from one folder to another, create copies or shortcuts of any precedent in another folder and create new folders and sub folders.

Table of Contents

• Creating a new folder
• Reorganising precedents within the same Precedent Profile
• Reorganising precedents between different Precedent Profiles
• Create Form Shortcuts
• Tips for Organising your Firm's Precedents
  • Store all my firm's precedents in one location
  • Store all my firm's precedents in their own folder under the relevant area of law 
  • Use the existing Precedent Profile and folder structure 

Creating a new folder

1.    Open a Matter from the triConvey Desktop App.

2.    Select Precedent from the Matter Action Bar to open the Precedent Library.

3.    Click the arrows to expand the view to see the folder structure.

4.    Click on the master folder to place the new folder into.

Tip:  You can also right-click on the master folder and select Add a folder.

5.    Select Add a folder.

6.    Name the new folder.

Tip:  This can be renamed at any later stage.

7.    Advance option: you can Associate the folder with different matter types so that it is shown as a relevant folder in those matters.

Reorganising precedents within the same Precedent Profile

A Precedent Profile is the top level of folders e.g. Conveyancing, Leasing or Court and Authority Forms.

To move the precedent simply left-click and drag the precedent into any other folder within the same Precedent Profile. This will also remove it from the original folder.

Right-clicking and dragging the precedent to another folder will produce the following sub-menu:

• Copy here - will clone the document and copy it to the new folder. The original will remain where it is. The two documents are now separate and can be amended separately.
• Move here - will remove the document from the original folder and place it into the new folder.
• Create shortcut here - will create a shortcut to the document in the new folder. This will be a link to the original document only.

Reorganising precedents between different Precedent Profiles

You cannot move documents out of their Precedent Profile.  However, right-clicking and dragging to another profile will give you the option to Copy or Create shortcut.

Create Form Shortcuts

A quick and easy method to create shortcuts in other folders is to use the Manage Form Shortcuts.

1.    Select Manage Form Shortcuts.

2.    Navigate to the folder in which you wish to create the new shortcut.

3.    Use the right-hand side menu to locate the original document.

4.    Select Add Shortcut.

Tips for Organising your Firm's Precedents

Below are three ways you can organise your firm's Precedents. Use these examples to help you decide the best structure that aligns with how your firm works. 

Store all my firm's precedents in one location

This method works well when you would like to store all your precedents in the one location and create your own folder structure. 

The benefits of this are: 

• You know where all your precedents are and can maintain them from the one place.
   
• You can set up your own naming convention of folders and shortcut a whole folder or a specific precedent to the already existing triConvey Precedent Profiles. 
• Easy access to precedents that can be used across more than one area of law. Make sure that the automation used in these precedents will work for all its relevant areas of law. 

In this instance we would recommend that you create your own Precedent Profile with the Firm’s name. For example:

Precedent Profiles can be set up to appear by default in the Precedent Library by Matter Category. When this setting is not applied, as in this scenario, the Precedent Profile will appear for every Matter Category making it easily accessible.

Store all my firm's precedents in their own folder under the relevant area of law 

This method is helpful when: 

• You have precedents that are specific to an area of law and can be used in any of its matters. 
• You would like to access your precedents from your own folder structure under this area of law. 

In this instance we would recommend that you create your own folder/s under the Precedent Profile. For example:

Use the existing Precedent Profile and folder structure 

This method is great when you just want to add your precedent into what already exists. 

If the precedent can be used in other matters in that matter category, place the original in one folder and then create a shortcut to the precedent and drag it into the other folder/s. This works great for matter specific and area of law specific precedents.

For General precedents that can be used in any area of law (e.g. general Cost Agreement), you can place the original in the General Precedent Profile and then create a shortcut to the precedent into other relevant folders. This means that you only have to maintain the one original precedent and it is easy to find. 

However, if you need to access this precedent in all areas of law, you may be better off using the Search Bar to take you to the original (using this method means you don't have to create multiple short cuts). Search for your precedent by typing the name of the precedent in the Search Bar and select Search all folders: