triConvey provides you with the ability to Favourite a document in your matter so you can locate it easily time and time again. There is no limit to the number of documents you can set to Favourite.
Table of Contents
Adding a document to Favourites
triConvey Desktop App
Either:
- hover over the document and click the star icon; or
- right-click on the document and select Add to Favourites.
You can identify a favourite document as it will have a yellow star in the corner of the document icon and when you hover over a document, the yellow star to the right side will light up.
triConvey Companion Site Web App
1. Hover over the document and click the star icon.
Filter for favourite documents
triConvey Desktop App
To view only your favourite documents in a list, select the Favourites tab.
triConvey Companion Site Web App
To view only your favourite documents in a list, toggle Show Only Favourites.
Additional tips
- Changes to document favourites will show in the matter file and document history.
- Favourite documents are firm-wide.
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