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. 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.
4. Click Save.
If you are wanting to update the information in your container this is where you can complete this. If this does not update the information, it may be due to your details being saved as a PDF image, please visit the article Amend your Letterhead for instructions on how to resolve this.
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