Version 9.3 includes a host of exciting upgrades to the triConvey Desktop App. Version 9.3 is currently undergoing beta testing.
New Features
Staff signatures in Letters We have introduced the ability to assign a staff signature to a staff member, for use on any document container. This will allow for the automated display of the signatures on specific documents when generated. Gone are the days of automating If/Then/Else statements for signatures!
This functionality also extends to Firm Logos. For a full guide on implementing this, from upload to editing your letterhead, refer to Add your firm logo and signature to documents.
Assigned matters dashboard widget We have added a new widget to visualise how many matters a staff member is involved in (Person Responsible, Person Assisting, Staff Tags).
Use the Numbers View to see at a glance how many matters and leads a staff member has been assigned.
Use the List View to view a clickable list of matters, grouped by staff member.
The widget can be customised to allow you to select what statuses to include, select between matters, leads or both matters and leads, and select specific staff.
Folder/File Explorer We are introducing a File Explorer button in the files section of a matter. Selecting this button opens a pop-up window that displays a comprehensive area to navigate and manage your folders and documents.
Assign priority to tasks You can now set an Urgent, High, Medium, Low or No Priority to tasks. Priorities are an optional field and can be set when creating a task, or can be edited after the task is created.
A new Priority column can now be viewed next to the task name, wherever tasks appear (e.g. Task List, Tasks tab in a matter, Daily Digest email and widget).
Refinements
Trigger workflow prompt when transitioning stages on a matter When creating a workflow, you can now check a box in the stage set configuration to trigger the Workflow prompt window to appear when transitioning stages on a matter. Traditionally this prompt was only displayed at Matter Creation. This new feature will allow users to create more nuanced and relevant task workflows that can apply to different stages in a matter.
Publish Online enhancements When using the Publish Online feature, you can now publish multiple files with one link.
If you select one file, triConvey will download the file and copy the local file path to the your clipboard so you can upload and publish the document online.
If you select multiple files, triConvey will download the files and copy the local file path to your clipboard so you can upload and publish the documents online. The files no longer combine into one PDF to be uploaded.
If you right-click one or more files, the option to Open Browser will appear, which will open your default browser and copy the file or folder path.
Bug Fixes
Fixed a bug where users couldn’t update time worked quantities without a workaround.
Fixed a bug where settlement financials were not saving correctly.
Fixed a bug where specific dropdown menus data was being cleared without intention.
Fixed a bug where custom referral types fields were populating IDs instead of the referral name in precedents.
Updated wording to be clearer with setup instructions for 2FA.
Fixed an issue where the Smokeball Google Chrome Extension wasn't searchable on the Google Extension Store.
Performance improvements to the triConvey Desktop App
After a successful beta testing period with new firms onboarded from 15 May 2024, our remaining firms will start to notice improvements and changes referred to in this article during the months of November, December and January.
For firms already enabled with these performance improvements, please continue reading to see the exciting upgrades to the triConvey Desktop App that are being released with Version 9.3:
New Features
Kanban board dashboard widget We have added a new Kanban widget to assist users to visualise their matters grouped by stage. There is also a filter by person responsible. Learn more about dashboards and how to add a dashboard widget.
Refinements
Settlement Date column available from the Matters List The Settlement Date column is now available from the Matters List in addition to the Tasks List.
Search logic improvements for Matter Numbers When searching for a matter number, results will now appear if you enter an exact match or partial match. Examples of exact and partial matches:
Exact match: 123
Prefix partial match: 123-001
Suffix partial match: 001/123
Infix partial match: 2024/12345
Note that there is a limit of up to 10 characters per separator (e.g. space, symbol) that can be searched in the matter number. If your search contains more than 10 characters without a separator, only the first 10 characters will be used for the search term.
The 10 character limit applies per search term.
For example:
The search term 0123456789a will become 0123456789.
The search term 0123456789abcd will not be affected as each separate term '0123456789' and 'abcd' contain less than 10 characters.
Display up to 200 matters or contacts per page You can now display 50, 100 or 200 matters or contacts per page on the Matter and Contact Lists.
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Version 9.3 includes a host of exciting upgrades to the triConvey Desktop App. Version 9.3 is currently undergoing beta testing.
New Features
We have introduced the ability to assign a staff signature to a staff member, for use on any document container. This will allow for the automated display of the signatures on specific documents when generated. Gone are the days of automating If/Then/Else statements for signatures!
This functionality also extends to Firm Logos. For a full guide on implementing this, from upload to editing your letterhead, refer to Add your firm logo and signature to documents.
We have added a new widget to visualise how many matters a staff member is involved in (Person Responsible, Person Assisting, Staff Tags).
The widget can be customised to allow you to select what statuses to include, select between matters, leads or both matters and leads, and select specific staff.
Learn more about dashboards and how to add a dashboard widget.
We are introducing a File Explorer button in the files section of a matter.
Selecting this button opens a pop-up window that displays a comprehensive area to navigate and manage your folders and documents.
You can now set an Urgent, High, Medium, Low or No Priority to tasks.
Priorities are an optional field and can be set when creating a task, or can be edited after the task is created.
A new Priority column can now be viewed next to the task name, wherever tasks appear (e.g. Task List, Tasks tab in a matter, Daily Digest email and widget).
Refinements
When creating a workflow, you can now check a box in the stage set configuration to trigger the Workflow prompt window to appear when transitioning stages on a matter. Traditionally this prompt was only displayed at Matter Creation.
This new feature will allow users to create more nuanced and relevant task workflows that can apply to different stages in a matter.
When using the Publish Online feature, you can now publish multiple files with one link.
Bug Fixes
Performance improvements to the triConvey Desktop App
After a successful beta testing period with new firms onboarded from 15 May 2024, our remaining firms will start to notice improvements and changes referred to in this article during the months of November, December and January.
For firms already enabled with these performance improvements, please continue reading to see the exciting upgrades to the triConvey Desktop App that are being released with Version 9.3:
New Features
We have added a new Kanban widget to assist users to visualise their matters grouped by stage. There is also a filter by person responsible.
Learn more about dashboards and how to add a dashboard widget.
Refinements
The Settlement Date column is now available from the Matters List in addition to the Tasks List.
When searching for a matter number, results will now appear if you enter an exact match or partial match. Examples of exact and partial matches:
Note that there is a limit of up to 10 characters per separator (e.g. space, symbol) that can be searched in the matter number. If your search contains more than 10 characters without a separator, only the first 10 characters will be used for the search term.
The 10 character limit applies per search term.
For example:
You can now display 50, 100 or 200 matters or contacts per page on the Matter and Contact Lists.
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