Enable triConvey integration with Outlook

Learn how to connect and sync your Outlook calendar with triConvey, allowing you to manage calendar events either in Outlook or triConvey, depending on your firm's preferences.

Table of Contents

• Getting Started
• How to access Outlook and Notification settings
• Sync your triConvey calendar with your local Outlook desktop calendar

Getting Started

Any calendar event created in triConvey will appear on Outlook, and every event created in Outlook can appear in triConvey.  You can configure both features in Outlook and Notifications located in triConvey Settings.

How to access Outlook and Notification settings

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

2.    Select Outlook and Notifications.

Sync your triConvey calendar with your local Outlook desktop calendar

Follow these steps if you do not have a Microsoft 365 account, or if your firm uses any other type of mailbox, such as IMAP or Gmail:

1.    From Outlook and Notifications, navigate to the Calendar sync section.

2.    Select Configure.

3.    Select a calendar to sync with.