Organising Precedents

You have the ability to change the location and organisation of the precedents in the library.  You can move individual precedents from one folder to another, create copies or shortcuts of any precedent in another folder and create new folders and sub folders.

Table of Contents

• Creating a new folder
• Reorganising precedents within the same Precedent Profile
• Reorganising precedents between different Precedent Profiles
• Manage Form Shortcuts

Creating a new folder

1.    Open a Matter from the triConvey Desktop App.

2.    Select Precedent from the Matter Action Bar to open the Precedent Library.

3.    Click the arrows to expand the view to see the folder structure.

4.    Click on the master folder to place the new folder into.

Tip:  You can also right-click on the master folder and select Add a folder.

5.    Select Add a folder.

6.    Name the new folder.

Tip:  This can be renamed at any later stage.

7.    Advance option: you can Associate the folder with different matter types so that it is shown as a relevant folder in those matters.

Reorganising precedents within the same Precedent Profile

A Precedent Profile is the top level of folders e.g. Conveyancing, Leasing or Court and Authority Forms.

To move the precedent simply left-click and drag the precedent into any other folder within the same Precedent Profile. This will also remove it from the original folder.

Right-clicking and dragging the precedent to another folder will produce the following sub-menu:

• Copy here - will clone the document and copy it to the new folder. The original will remain where it is. The two documents are now separate and can be amended separately.
• Move here - will remove the document from the original folder and place it into the new folder.
• Create shortcut here - will create a shortcut to the document in the new folder. This will be a link to the original document only.

Reorganising precedents between different Precedent Profiles

You cannot move documents out of their Precedent Profile.  However, right-clicking and dragging to another profile will give you the option to Copy or Create shortcut.

Manage Form Shortcuts

A quick and easy method to create shortcuts in other folders is to use the Manage Form Shortcuts.

1.    Select Manage Form Shortcuts.

2.    Navigate to the folder in which you wish to create the new shortcut.

3.    Use the right-hand side menu to locate the original document.

4.    Select Add Shortcut.