It is important to keep your Firm details up to date at all times. These details are used to populate precedents and your letterhead with the relevant information.
1. Open triConvey settings by either:
- clicking File from the Additional Options menu and then selecting triConvey Settings; or
- selecting the gear icon from the top right corner of the triConvey Home Dashboard.
Tip: Firm Details will be displayed upon opening triConvey Settings.
2. Review the information entered and make changes where required.
3. Scroll down the Firm Details tab and add your firm's Branch Offices if relevant, so that when generating a precedent or letter, you can select the branch office that appears in the letterhead.
4. Enter your relevant authority Box, Customer and licence numbers to ensure these generate to any relevant forms. Learn more about box, customer and licence numbers in triConvey.
5. Click Save.
Tip. The Firm Details section syncs to fields in your document containers. If the information does not change after updating, your firm details are possibly saved as a PDF image. Check your document container for any mismatch in firm details.The Firm Details section syncs to fields in your document containers. If the information does not change after updating, your firm details are possibly saved as a PDF image. Check your document container for any mismatch in firm details.
Please visit the article Amend your Letterhead for instructions on how to resolve this.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article