Send and save emails from a Matter

triConvey's integration with Outlook allows emails to be sent directly from a Matter and attachments to be saved to a Matter. 

Table of Contents

• Getting Started
• Send an email from triConvey
• View all email communications for a Matter
• Save emails to triConvey
• Save multiple emails to a Matter
• Save one email to multiple Matters
• Next steps
  
  

Important Note
triConvey's Outlook toolbar should automatically be included with your triConvey installation.  If this toolbar is missing or not working, please contact our support team for assistance.

Getting Started

Ensure that the contact details of the recipients have been completed in the Contact cards.

Send an email from triConvey

1.    Open a Matter and select Email from the Matter Action Bar. 

2.    Select Add next to the parties and/or staff that you’re addressing the email to.

3.    You can also add CC and BCC email addresses by selecting the fields at the bottom of the window.

4.    Select Next. 

Tip:  The Outlook app will open on your desktop and another window will open with a blank email that has the To, CC and BCC fields already pre-filled.  If you are working on multiple screens, and cannot see the email, click on your Outlook app. 

5.    Compose your email and attach documents if needed. 

6.    Use the triConvey matter bar at the bottom of the email to action triConvey-specific tasks: 

• View Matter - view the details of the matter directly from Outlook.
• Attach - easily find and attach a document to your email from triConvey. 
• Send To - search parties and staff to select from to add more email addresses.

7.    Select Send once the email is ready to be sent.

Tip:  The email will automatically save to the Matter.

View all email communications for a Matter

You can access all emails sent from triConvey regarding a matter by navigating to the Emails tab within the matter.

1.    Navigate to the Emails tab within the Matter. 

2.    Select the arrows next to the categories to show emails sent or received from a specific email address. 

Save emails to triConvey

With the triConvey to Outlook integration, you’ll see a triConvey search bar at the bottom of emails, allowing you to browse for a matter to save the email to. To save the email: 

1.    Open the email in Outlook and select Browse from the triConvey search bar.

2.    Select the matter to save the email to. If there are attachments to save, tick the box next to the attachment name.

3.    Select OK. 

Any emails saved to a matter will have the triConvey tag applied to them in Outlook.

They will also appear in the Received category in the Email tab of the matter.

The email and associated attachments will be viewable from the Documents section of the Matter.

Save multiple emails to a Matter

1.    From Outlook, hold the Ctrl or Shift key while selecting multiple emails. 

2.    Right-click on one of the emails and select triConvey – Associate emails with matter.

3.    Select the matter and tick the attachments you wish to save. 

4.    Select OK. 

Save one email to multiple Matters

An email can only be assigned to one matter from Outlook.   If you need to have copies of an email on multiple matters: 

1.    Save the email to a matter. 

2.    Right-click on the email from the Files List. 

3.    Select Copy To and then select Another Matter.
4.    Select or search for the matter. 

5.    Repeat the steps for every applicable matter.

Next steps

Once you’ve learned how to send emails from triConvey, learn how to send emails from Microsoft Word, or set up email containers to automate emails.