Automatic email allocation to a matter

You can ensure that your emails are correctly assigned to matters in triConvey. When you send an email from Outlook, triConvey can remind you to choose a matter before sending it, so you don't have to worry about forgetting.

1.    Select the gear icon from the top-right corner of the triConvey Desktop App to open triConvey Settings.

2.    Select Outlook and Notifications.

3.    Tick Prompt to select a matter when sending emails.

Tip:  (Optional) You can also tick Prompt to rename emails wen allocated to a matter if you wish for triConvey to do so.

4.    When unallocated emails are sent, a Select Matter window will appear, prompting you to select a matter to allocate the email to.