Generate a Precedent

Learn how to generate a Precedent from the Precedent Library to use it in a matter.

1.    Open the Matter that you want to generate a Precedent for from the triConvey Desktop App.

2.    Select Precedent from the Matter Action Bar to open the Precedent Library.

3.    Select the arrow icon on the bottom-left corner of the Precedent Library.

4.    Find the Precedent you wish to generate from the given folders.

Tip:  If you cannot find the Precedent, use the Search bar in the top-right corner.

5.    Double-click the precedent to open it in Microsoft Word.

6.    Select Save & Close to save this Precedent as a document in the matter file.