Attach files and documents to an email

Whether you import files or folders or generate documents in triConvey, it is easy to attach any file in triConvey to an email.

Learn more about sending and saving emails in triConvey.

Table of Contents

• Send a single attachment
• Send multiple attachments

Send a single attachment

1.    Right-click on the file from your list of files. You can email the file as is or Email as PDF.

Send multiple attachments

To compose an email from a Matter, select Email from the Matter Action Bar.

1.    Select Attach on the triConvey Outlook ribbon.

2.    Select the file/s you want to attach.