Send messages and files from triConvey

Table of Contents

• Accessing Messages
• Creating a conversation
• Send messages
• Sending and sharing files from a matter
• Attach a file from a matter
• Sharing a file or folder
• Alternative ways to access Messages
• Frequently Asked Questions

Accessing Messages

To access Messages, you can either: 

• Select the Messages tab from the main triConvey navigation bar (to view messages across all matters and staff). Accessing Messages this way allows you to view: 
  • Channels 
  • Direct Messages (with other staff members) 
  • All Internal Matter Conversations you have across all matters 
  • All External Matter Conversations you have across all matters

triConvey Desktop App

triConvey Companion Site Web App

Creating a conversation

The Messages tab is split into two panels; Internal and External: 

• The Internal panel is where your internal staff conversations, staff channels and direct messages with other staff members live.
  
  
• The External panel is where your conversations with clients and parties to a matter live. This includes group conversations that a client has with multiple staff members in your firm.

To start a new conversation: 

1.    Select Internal or External from the top-left corner of the Messages tab. See Accessing Messages above for guidance on which way you should access the Messages tab. 

2.    Select the Plus (+) icon under the type of conversation you wish to create. 

• If you're creating a Channel, refer to the article on Channels for more information on setting them up. 

3.    Choose the conversation participants using the drop-down menu.

4.    For External Matter Conversations, click Require Two-Factor Authentication for added security to view messages. This step is optional.

5.    Type your message at the bottom of the screen (max. 2000 characters per message). You can add emojis by clicking on the Emoji icon.

6.    If you have Archie AI enabled, you can use Archie to help better convey your message by changing the tone, length or by improving your writing.

7.    For External Matter Conversations, click Also send as SMS if you wish to start the conversation with a text message to the external parties.

8.    Press Enter on your keyboard or click on the Paper plane icon to send the message and start the conversation.

Send messages

To send a message in an existing conversation:

1.    Navigate to the Messages tab.

2.    Select Internal or External from the top-left corner of the Messages tab.

3.    Click on the relevant conversation from the left menu.

4.    Type your message at the bottom of the screen (max. 2000 characters per message). You can add emojis by clicking on the Emoji icon.

5.    If you have Archie AI enabled, you can use Archie to help better convey your message by changing the tone, length or by improving your writing.

6.    For External Matter Conversations, click Also send as SMS if you wish to start the conversation with a text message to the external parties.

7.    Press Enter on your keyboard or click on the Paper plane icon to send the message.

Sending and sharing files from a matter

There are two ways for conversation participants to view files and documents you send them: 

• As a one-off, standalone Attachment or attachment to a message 
• As a Shared file or folder