Issues with Word document not saving

When working on a Word document that needs to be saved to a triConvey matter, make sure you are saving your document using the integrated ribbon. By default, the ribbon is located in the upper left corner of Word.

Table of Contents

• Saving a document for the first time
• Saving edits to an existing document
• How to check if your document has been saved properly
• Important Notes

Saving a document for the first time

1.    Select Save to triConvey and then choose which matter to save the document to.

Saving edits to an existing document

1.    Open the document from your matter before making any edits. 

2.    Once you are finished editing the document, select from either Save, Save As, or Save & Close.

How to check if your document has been saved properly

1.    Documents can be found in the All Files section of the matter, under the Documents filter.

2.    Right-click on the table heading and select Date & Time Modified.

Tip:  This will show the exact time the document was saved.  If this does not match the time you actually saved it, then it did not save.  Try saving again via the triConvey ribbon.

Important Notes

• Using Ctrl+S to save the document does not guarantee the document will be saved to your matter.
• We highly recommend you save documents frequently, as Word's Autosaving functionality doesn't apply to documents linked to a matter.