Version 9.1 includes a host of exciting upgrades to the triConvey Desktop App.
Refinements
Improvements to document search You can now right-click on a document in the search results to access further actions without needing to open the matter window. Selecting Open file location will also direct you to the document's precise location in the matter. Previously it directed you to the folder where the document was located.
Preview document search results You can preview documents from the right-hand panel in Advanced Search.
Filter document search results by contact You can also filter document search results by contact to display only the relevant search results among the documents of a contact. Filtering by contact is only available to firms using Load on Demand.
Memo character limit warning A warning message will now appear in memos if you exceed 10,000 characters, indicating that the character limit has been reached.
Click here for instructions on how to update your software.
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Version 9.1 includes a host of exciting upgrades to the triConvey Desktop App.
Refinements
You can now right-click on a document in the search results to access further actions without needing to open the matter window.
Selecting Open file location will also direct you to the document's precise location in the matter. Previously it directed you to the folder where the document was located.
You can preview documents from the right-hand panel in Advanced Search.
You can also filter document search results by contact to display only the relevant search results among the documents of a contact. Filtering by contact is only available to firms using Load on Demand.
A warning message will now appear in memos if you exceed 10,000 characters, indicating that the character limit has been reached.
Click here for instructions on how to update your software.
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