Automation Settings

Automation Settings are located in triConvey Settings and hold various settings to do with automation within triConvey. Learn more about what each setting does below.

Table of Contents

• Firm Forms
• Electronic Service
• Letters and Other Documents

Firm Forms

Tick the Ask for reason when precedent added or modified box if you wish for your firm to keep track of any changes made to precedents while in Precedent Modify mode.

Electronic Service

If your firm uses electronic filing (e-filing) for forms, tick these boxes to ensure that your firm's email address will automatically load in any forms that can be e-filed. Make sure to enter the email address here in order for the automation to work.

Letters and Other Documents

You can use this setting to decide if you would like to be known as "We" or "I" when referring to yourself in letters. 

This setting is considered by your Account Manager upon account set up however, if anything changes in the firm you can update this here.