Follow this checklist to get first time Users up and running on the triConvey Desktop App and triConvey Companion Site Web App.
Table of Contents
- Getting Started
- Step 1: Settings and Security
- Step 2: Platform navigation
- Step 3: Everyday basics
- Step 4: Correspondence and record keeping
- Step 5: Precedents
- Step 6: Searching & Integrations
- Step 7: Billing & Invoicing
Getting Started
Upon account creation by your Firm Owner, you will receive an email from triConvey directing you to "Get Started" by creating your password to log in to the triConvey Desktop App.
If you have not received the email check your junk mail and then speak to your Firm Owner to ensure that they selected Enable triConvey Access for this user at account creation.
Step 1: Settings and Security |
|
Step 2: Platform navigation |
|
Step 3: Everyday basics |
|
Step 4: Correspondence and record keeping | |
Step 5: Precedents | |
Step 6: Searching & Integrations | |
Step 7: Billing & Invoicing |
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