Version 9.8 of triConvey includes several exciting new features and refinements. Version 9.8 is currently undergoing beta testing.
New Features
Client Portal tooltips
We have added user interface icons and tooltips throughout the triConvey Companion Site Web App that allow you to learn more about Client Portal features.
Refinements
Changes to automatic assignment of Person Responsible on leads and matters
We have updated the way triConvey assigns the Person Responsible for new leads and matters.
If your firm has only one staff member, that person will automatically be set as Person Responsible.
If your firm has multiple staff members, Person Responsible will be left blank by default, to be assigned manually.
Renaming Letter/Fax to Letter
In the Matter Action Bar, the New Document > Letter/Fax option has been renamed to New Document > Letter.
Right-click to convert automation fields to plain text
You can now right-click an automation field in a letter or precedent and select Convert field to text, which will turn the contents in that automation field into plain text.
We have added a message that informs users who click on an expired link to join triConvey that the link has expired. The message provides the user with a instructions and a link to contact their administrator.
Bug Fixes
Resolved an issue where users could not save reports in the built-in web browser.
Resolved an issue where PDFs created from images saved to a matter did not correctly generate.
Resolved an issue where some data featured incorrect timestamps due to a server disruption.
Resolved an issue where users could not open a Word document from triConvey if Word was already open.
Resolved an issue where imported workflows did not include associated tasks.
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Version 9.8 of triConvey includes several exciting new features and refinements. Version 9.8 is currently undergoing beta testing.
New Features
Client Portal tooltips
We have added user interface icons and tooltips throughout the triConvey Companion Site Web App that allow you to learn more about Client Portal features.
Refinements
Changes to automatic assignment of Person Responsible on leads and matters
We have updated the way triConvey assigns the Person Responsible for new leads and matters.
Renaming Letter/Fax to Letter
In the Matter Action Bar, the New Document > Letter/Fax option has been renamed to New Document > Letter.
Right-click to convert automation fields to plain text
You can now right-click an automation field in a letter or precedent and select Convert field to text, which will turn the contents in that automation field into plain text.
Zapier integration improvements
We have introduced several improvements to our integration with Zapier, including:
Improvements to inviting new staff members
We have added a message that informs users who click on an expired link to join triConvey that the link has expired. The message provides the user with a instructions and a link to contact their administrator.
Bug Fixes
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