Add CC or BCC to billing and invoicing emails

Keep your client's accounts department in the loop with matter invoices by CC'ing or BCC'ing them to all invoices and other emails sent from triConvey.

1.    Open a Matter in the triConvey Companion Site Web App.

2.    Select Edit Matter. 

3.    Select Communication from the Quick Links left panel. 

4.    Enter the email addresses in the CC Email Addresses or BCC Email Addresses field. 

Tip:  Add more than one email address by separating them with a comma or semi-colon.

5.    Select Save. 

When you send any emails on that matter, these email addresses will appear before sending.