Save Conflict Checks to a matter

Learn how to use the advanced search to save conflict checks to a matter. Advanced search looks at data, document titles and document content within triConvey.

1.    Select Search from the left menu of the Home Dashboard.

2.    Type the relevant name or phrase in the search bar.

3.    Select Search.

4.    Select Save Conflict Check next to the search bar.

5.    Choose the relevant matter in the new window.

6.    Type your conflict check assessment in Notes.

7.    Select Save.

A PDF document of the conflict check saves to the matter. The PDF contains the above Notes and a copy of the search results.