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

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.    Either:


  • right-click on a document from the Matter, select triSign and refer to Add signers instructions below; or
  • select the TRISEARCH tab, select New Search from the Matter Action Bar and then refer to step 3 below.
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

Can files be uploaded if they are not saved to your Matter?
Yes, files can be uploaded from your computer. When Selecting files to upload for signing, click Browse computer and locate the document to upload.
What is a Template?
A template could be a letter or document which is to be added to the document for signing.
Can a witness be nominated to sign a document?
Yes, when adding the Signer Details ensue to select Require a witness.
Can a Signer’s details be amended after the document has been sent for signing?
From the completed order, select the down arrow next to the Signer’s name and select from Edit, Resend or Remove signer. Only their name, email address, role or phone number can be amended.
What documents can be signed?
Any document that has the ability to be signed electronically. Below are some popular documents:
  • 2019 Contract for Sale &Purchase of Land (NSW)
  • Section 32 Statement (VIC)
  • Contract of Sale of Real Estate (VIC)
Is there a size limit for the document that is being sent for signing?
The document being sent for signing can be no larger than 26mb.

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