triSign

triSign enables you to sign documents online in a few simple steps.  It utilises the industry expert, DocuSign, to ensure a simple and secure signing process.  

Table of Contents

• Getting Started
• Launching triSign
• Upload Files
• Add signers
• Add signing tags
• Send for signing
• Status of document
• Frequently Asked Questions

Getting Started

Ensure that triSearch has been enabled in Firm Settings and that the document you would like signed, has been saved as a PDF or Word document in your Matter.

Launching triSign

1.    Open a Matter from the triConvey Desktop App.

2.    Select the TRISEARCH tab and then select New Search from the Matter Action Bar.

Tip:  This will open triSearch in a new browser.

3.    Select All Services.   

Tip:  If triSign has been saved as a favourite, select Sign Any Document from the left Pinned services menu and proceed to Upload Files.

4.    Select People from the left panel and then select Sign Any Document. 

Tip:  This will open triSign in a new browser.

Upload Files

1.    Select Browse files.

2.    Select files from matter and select Upload.

Tip:  If multiple documents are being selected, simply click all required documents.  You do not need to hold down the Shift or Control key on your keyboard.

3.    Review documents selected for signing.

Tip:  Documents can be reordered by dragging and dropping into place.

4.    Select whether to Add a template.

5.    Select Proceed to setup.

Add signers

1.    From the Signers panel, select Add signer and select Signer from drop-down list.

2.    Ensure Email and Signer role is completed.

Tip:  Phone number should also be completed with mobile number if you require SMS Verification for signing.

3.    Enter instructions to the signer if required.

4.    Drop or upload a Cover Letter if required.

Tip:  Supported file types are PDF, DOC or DOCX only.

5.    Select whether SMS Verification for signing or a witness is required.

6.    Select Confirm.

7.    To add an additional Signer, click Add signer and select Signer from drop-down list. Follow steps 1-6 above.

Tip:  Multiple Signers are identified with different colours.

Add signing tags

1.    Drag signing tags and place them on your document.

2.    To copy tags to other pages of the document, click the relevant tag and select from either:

• Copy to page below; or
• Copy to all pages.

3.    Repeat steps 1 and 2 for any additional signers to be added to the document.

4.    Enable a signing order by clicking Create a signing order.

5.    Drag and drop signer's names in the left panel into correct signing order.

Send for signing

1.    Select Finish & send.

2.    Once successfully sent, a notification will confirm SignIT envelope sent.

3.    Refer to the left panel to review Order details, Manage signing reminders or to Cancel order.

4.    Each signer will receive an email inviting them to review and sign document.

5.    When they click Review & Sign, Docusign will take them through the simple electronic signing process.

Status of document

1.    The Dashboard will provide status of document and how many signatures have been applied.

2.    Once all parties have signed the document, you and all signing parties will receive a copy and the Certificate of Completion.

Frequently Asked Questions