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New to triConvey

Setting up triConvey

Setting up triConvey

  • Install triConvey
  • Import Contacts into triConvey
  • Import data into triConvey
Account set up

Account set up

  • Onboarding Checklists
  • Step 1 - Firm Settings
  • Step 2 - Staff & Users
  • Step 3 - Outlook and Notifications
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triConvey platform navigation

triConvey platform navigation

  • triConvey Glossary and common terms
  • Basic Navigation
  • Navigate the triConvey Dashboard
  • Use the triConvey Action bar
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  • Remote Assistance
  • Legal Policies & Terms
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