Add relevant URLs and publish online

The purpose of Relevant URLs in Matter Configuration is to provide quick access to sites where you need to upload matter documents but where an API cannot or does not exist yet.

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Matter Configuration and then click Add New.

3.    Select the Relevant URLS tab.

4.    Click the select... link.

5.    Select the State and then choose the relevant Matter Type.

6.    Click OK.

7.    Enter the Name and URL of the website.

8.    Click Add and then select Save to close.

9.    Open a Matter with the same Matter Type that was set up in Matter Configuration.

10.  Right-click on the document that you wish to upload.

Note:  If you select multiple documents, right click and select Publish Online.  You will be directed to create a combined PDF before being directed to the webpage. If you right click on a non-PDF document, a prompt will appear asking if you would like to convert it to a PDF document.

11.   Select Publish Online and select the URL from the list.

12.   This will open the webpage directly and automatically copy the local location of the document to your clipboard so you do not need to save it locally in order to upload it.

13.  Once you are redirected to the webpage, click upload.

14.  Paste the location of the document (copied for you previously) into the relevant field on the webpage.