The Microsoft Word integration is a core functionality of triConvey. Generating documents from the Precedent Library saves time and ensures accuracy for your firm’s drafted documents.
The integration adds helpful triConvey buttons to Word. This article walks through the basics of leveraging triConvey's Word features. Precedent and document automation features also use this integration to seamlessly pull matter data from triConvey.
Table of Contents
- Getting Started
- Working on a letter or precedent
- Working on documents to multiple addressees
- Working on a document outside triConvey
- Working on a PDF precedent
Getting Started
Keep both triConvey and Word applications open on your computer to provide a seamless experience.
Working on a letter or precedent
Navigating the triConvey Toolbar
1. Expand the toolbar on the right panel of the Word document to access matter details and additional automation options.
2. The first buttons in the toolbar allow you to create new precedents or letters from Word itself:
4. Right-click on a field for further data amendment options.
Tip: When you make changes to these fields, those changes will sync back to triConvey.
If you update matter data and then open an existing document, you have the option to update the data in the saved document from the toolbar.
Navigating the triConvey Ribbon
| Save & Close | Allows you to save the document in the triConvey matter file and close the document. |
| Save & Close drop-down menu | Save: Allows you to instantly save the document in triConvey without closing it. Save As: Allows you to rename and save the document without closing it. |
| Billable? | By default (when blue), the button charges the time spent on the document to the client. Switch off the button if you do not want to charge the client for the document. |
| Share or Send | Sends the document securely via Messages. 1. Click Share or Send and then select Client Portal.  2. Require the recipient to go through Multi-Factor Authentication to gain access to the document.3. Click Add to send the document to the parties or staff members. 4. Type a Message in the box to accompany the document. 5. Rename the document in the File name field if required. 6. Click Send to send the document.
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| Allows you to send the document in an email via Outlook. | |
| Sign | Allows you to insert Electronic Signatures with triSign. |
| Close | Closes the document without saving. |
Create envelopes and labels
1. Go to Mailings and click Envelopes.
Tip: The Delivery Address box prefills with Addressee information. You can update the precedent’s addressee if required.
2. Grey shading on your precedent denotes a text form field. Double-click the shading and amend the text in the subsequent dialogue window.
3. To remove the text form field and type directly on the document, highlight the text form field and hold down Ctrl + Shift + F9 on your keyboard.
Additional automation options
| Change the matter | Continue working with an empty version of the precedent for a different matter. It is useful when you need to draft multiple copies of the same precedent for different matters. Make sure to use the Save & Close dropdown > Save or Save As option before changing the matter. |
| Matter settings | Allows you to add uncommon fields or contact the matter in Word. You can also view matter changes in Matter History. |
| Provide feedback on this form | Appears Marketplace Precedents. It allows you to provide a quick suggestion to the Product team about the precedent. The product team may contact you for further discussion about the feedback. |
| Run questions for this form | Appears on precedents with Ask automations. Click this option to regenerate automated questions. |
| Replace references | This allows you to replace an automated precedent field with another matter field or contact. It is useful when:
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To use Replace References
1. Click Replace References.
2. In the dialogue window, select the automated precedent field in the Replace dropdown menu.
3. Select the field or contact to insert into the precedent in the With menu.
4. Click OK.
Working on documents to multiple addressees
triConvey can handle the automation of multiple copies of the same precedent to multiple addressees. For example, you need to automate multiple copies of a letter for multiple parties.
Add a Party Ask to the precedent template
1. Right-click the precedent in the Precedent Library.
2. Select Modify.
3. Expand the Details section in the triConvey toolbar.
4. Select the relevant contact type(s) to automate from the Addressee drop-down menu.
5. Click Save & Close in the triConvey Ribbon.
Automate the precedent to multiple addresses
1. Open the precedent from the Precedent Library.
2. Tick the multiple contacts in the new dialogue window.
- One document per addressee: Opens a separate precedent for each selected contact.
- One document with all addressees listed: Opens one precedent with all the selected contacts appearing in the Addressee section.
4. Click Create … Document(s) to open the precedent in Word.
Learn more about automating multiple addressees.
Working with the One document per addressee layout in Word
When creating documents with the One document per addressee layout option, Word opens one precedent copy at a time. For example, only the precedent for Contact 1 appears first.
Once you complete working on the precedent for Contact 1, the triConvey Ribbon becomes crucial to access the next contact's precedent copy.
| Save & Next | Saves the precedent copy to triConvey and opens the next precedent copy. By default, the precedent saves with the name [Precedent name] – [Contact name]. |
| Save & Next drop-down menu | Save: Saves the precedent to triConvey without closing. Save As: This allows you to save the precedent to triConvey with a custom name, without closing the precedent. |
| Close & Cancel | Closes the precedent without saving and cancels the automation process. If you saved documents to triConvey earlier in the automation process, they remain intact.
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Working on a document outside triConvey
The triConvey toolbar and ribbon display when you open Word outside of triConvey. It allows you to integrate the document into triConvey. Once you associate the document with a matter, the standard integration features appear in Word.
Tip: It is best practice to open precedents or letters from within triConvey.Navigating the triConvey Toolbar
You can associate the word document with a matter using the toolbar. Either select from the list of recently viewed matters or type in the search bar.
Navigating the triConvey Ribbon
| Save to triConvey | Opens the Matter lists so you can save the document to a matter or lead in triConvey.
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| Create Precedent | Click the button to turn the document into a precedent template.
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| Close | Closes the document without closing Word. |
Working on a PDF precedent
A PDF format precedent opens in triConvey's PDF viewer. triConvey automates available data to text form fields. Otherwise, click each field to input information.
Learn more about PDF precedents.
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