Updating previously saved documents

When you make changes to a matter in triConvey, it won't automatically update any previously saved documents in your matter. This is because you might want to keep the original version of a historical document in many cases.

1.    After making changes to a matter, open an existing document from your documents list.

2.    Once open, click anywhere along the triConvey toolbar.

3.    Click Update now and resume merge. 

Tip:  This will update all fields in the document.

4.    Once the document has finished updating you will be able to interact with the document again.