Send messages and files via the Client Portal

Table of Contents

• triConvey Desktop App
  • Message a contact
  • Send a file
  • Share a file or folder
• triConvey Companion Site Web App
  • Message a contact
  • Send a file
  • Share a file or folder 
• Ways to access Messages
• Frequently Asked Questions

triConvey Desktop App

Message a contact

1.    Open a Matter and select the Messages tab.

Tip:  You can also select the Messages tab on the triConvey Home Dashboard to view messages across all matters.

2.    Next to External Matter Conversations, click the + icon.

3.    Choose the participants/s and click Create to compose your message.

Tips:  

1.  You can opt to send the message to be viewed through the Client Portal website, or send it as an SMS text message.

2.  If you have the Productivity Pack enabled, you can use Archie to help convey your message by changing the tone, length or by improving your writing.

4.    Select Send.

Send a file

Send will deliver the file as a one-off attachment as a message.

1.    Navigate to the All Files section of your Matter.

2.    Right-click on the file.

3.    Select Send and then select Client Portal.

4.    Choose the parties and add an optional Message. You can also attach extra files here.

5.    Select Send.

Share a file or folder

Share will deliver the file or folder as a dynamic link, meaning that the recipient can view any changes you make to the file itself.

Changes you make to a document or folder (including changing the folder structure) in triConvey will carry over to a client when shared. Your clients can then view the latest version of the document or folder from their Client Portal without you needing to send them multiple versions.

1.    Navigate to the All Files section of your Matter.

2.    Right-click on the file or folder.

3.    Select Share and then select Client Portal.

4.    Choose the parties and add an optional Message. You can also attach extra files here.

5.    Select Send.

When you click on a Shared document in a conversation:

1.    The Shared icon is denoted next to the name of the document.

2.    Information on the document's last update is located in the top-right corner of the document viewer.

3.    [Version 8.13 onwards] To remove client access to the file or folder, select the ... icon on the top-right corner of the document.

Large files can be sent through Messages.  Documents sent between parties via Messages can be viewed from the Messages section in the matter’s File viewer.

triConvey Companion Site Web App

Message a contact

1.    Open a Matter and select the Messages tab.

Tip: You can also select the Messages tab from the left menu to view messages across all matters.

2.    Click the plus icon next to the External Matter Conversations.

3.    Choose the participants/s and click Create to compose your message.

Tips:  

1.  You can opt to send the message to be viewed through the Client Portal website, or send it as an SMS text message.

2.  If you have the Productivity Pack enabled, you can use Archie to help convey your message by changing the tone, length or by improving your writing.

4.    Select Send. 

Send a file

Send will deliver the file as a one-off attachment as a message. 

1.    From within the conversation, click on Attach and choose the file you wish to send.

2. Select Send Files.

Share a file or folder 

Share will deliver the file or folder as a dynamic link, meaning that the recipient can view any changes you make to the file itself.   Files up to 100MB can be sent through Messages.

Changes you make to a document or folder (including changing the folder structure) in Smokeball will carry over to a client when shared. Your clients can then view the latest version of the document or folder from their Client Portal without you needing to send them multiple versions. 

1.    From within the conversation, click Share and choose the file you wish to share.

2.    Select Send.

When you click on a Shared document in a conversation: 

1.    The Shared icon is denoted next to the name of the document. 

2.    Information on the document's last update is located in the top-right corner of the document viewer. 

3.    To remove client access to the file or folder, select the three dots on the top-right corner of the document.

Ways to access Messages

You can also access Messages from the browser or the mobile app.

Frequently Asked Questions