Add or customise the Re: line in a Matter type

The Re: line in triConvey can be customised for different Matter types.

Table of Contents

• Getting Started
• Add a default Re: line for a Matter type
  • Customise the Re: Line
• Customise an existing default Re: line for a Matter type
• Change a Re: Line for a specific Matter

Getting Started

We recommend that Firm Owners manage Firm Settings for adding or customising a default Re: line in a Matter type however, any User type can change the re: line in a specific Matter.

Add a default Re: line for a Matter type

To add a default Re: line in a Matter type, select the gear icon from the top right corner of the triConvey Desktop App and select Add New.

1.    The Matter Configuration window will display the RE: Lines tab by default.

2.    Click the change... link.

3.    Click on the Matter Type.

4.    Select OK.

Customise the Re: Line

1.    Search for the specific fields you require to be entered in the Re: Line.

2.    Click the Insert... link to add the field.

3.    Add any additional information as required.

4.    Select Save.

Customise an existing default Re: line for a Matter type

To customise an existing default Re: line in a Matter type, select the gear icon from the top right corner of the triConvey Desktop App and double click on the Matter type from the list.

1.    Search for the specific fields you require to be entered in the Re: Line.

2.    Click the Insert... link to add the field.

3.    Add any additional information as required.

4.    Select Save.

Change a Re: Line for a specific Matter

1.    From the Matter Details section of the Matter, double-click Info.

2.    Next to the Re Line dialogue box, tick the Override checkbox.

3.    Enter the required information for the Re Line.

4.    Click OK.