Any action you take on triConvey's Mobile App syncs with the triConvey Desktop App and the triConvey Companion Site web app.
Table of Contents
Getting Started
Mobile App is not a substitute for using triConvey on your desktop as you cannot create documents. Refer to the triConvey desktop app system requirements if you are looking for a device that can run triConvey on your desktop.
Download the app
The app is available on the Apple App Store and Google Play Store.
Logging into the mobile app
When you first open the mobile app, enter your triConvey email and password to log in.
Tip: If you are having trouble logging in, make sure the region is listed as AU from the Settings icon at the bottom of the screen.
Navigating the app
When you open the Mobile App, the Daily Digest will appear. This shows all calendar events, tasks due, and phone messages for today.
Select the blue arrow at the bottom of the screen to get quick access to the key features of the Mobile App:
Under the Quick Add section, you can create a contact, event, disbursement, memo, task or time entry straight from the app.
Using search in the app
To search for contacts, events, leads, matters or tasks, select Search from the bottom of the app.
To narrow your search, each section in the app also has its own search bar with contextual filters:
Tip: Follow our Search best practices to quickly find anything you need.
Next Steps
Learn more about each feature in the mobile app:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article