Access triSearch features in triConvey

Once you have connected your triSearch account to triConvey, learn how to leverage the integration to simplify your workflow and maintain compliance.

Table of Contents

• Getting Started
• Order a triSearch search from triConvey
• Show triSearch searches saved to a matter
• Create a PEXA worksapce
• Access SettleIT and Securexchange in triConvey
• Access AML Compliance Centre in triConvey

Getting Started

If you haven't already, ensure that you have connected your triSearch account to triConvey.

Order a triSearch search from triConvey

For NSW Purchase, Sale and Proposed sale matters, please refer here for further details.

For VIC Purchase and Sale matters, please refer here for further details.

1.    Open a Matter in triConvey and then select the triSearch tab.

2.    Select New Search.

Tip:  triSearch will open in your internet browser.  Complete your order through triSearch.

3.   Once the order is completed, you can navigate back to the triConvey matter to see a list of reports or electronic signatures ordered through triSearch, including their status, which user made the order and the disbursement fee for the order.

The disbursement fees will also populate in the Time & Disbursements tab in the matter.

Notes:

• Searches will save into the matter documents in triConvey once the status shows Complete. If the status shows Pending, Waiting, Sent to the authority, or Error, contact Support for more information.
  
  
• You can right-click searches to view them or manually save them to a matter.

Show triSearch searches saved to a matter

You can filter documents in a matter to only show triSearch searches. To do this:

1.    Open a Matter in triConvey and scroll down to the Files section.

2.    Select triSearch next to the document search bar.

Create a PEXA worksapce

1.    Open a Matter in triConvey.

2.    Either:

• select the triSearch tab and then select PEXA from the Matter Action Bar; or
• select PEXA from the Matter Action Bar.

3.    Follow the prompts to set up a PEXA workspace through triSearch.

After setting up the workspace, selecting PEXA from the triConvey matter will open it for you again in PEXA.  

Access SettleIT and Securexchange in triConvey

For NSW Purchase, Sale and Proposed sale matters, please refer here for further details.

For VIC Purchase and Sale matters, please refer here for further details.

SettleIT and Securexchange can be accessed from the Matter Action Bar within a triConvey matter. 

If you have a small triConvey window, select triSearch first to access these features.

Learn more about SettleIT and Securexchange.

Access AML Compliance Centre in triConvey

The AML Compliance Centre can be accessed by selecting a matter, clicking the triSearch tab, and clicking the Compliance Centre button.

You will be taken to the following page to review any outstanding actions required to meet AML compliance obligations.