Print an Intake Form

Intake forms allow for effective management of client information. If you need to print an intake form for review purposes, below is a guide to assist you in printing an intake form from triConvey.

Table of Contents

• Print an Intake Form from the triConvey Desktop App
• Print an Intake Form from the triConvey Web App
• Good to know

Print an Intake Form from the triConvey Desktop App

1.    Open a matter from the triConvey Desktop App.

2.    Navigate to the Files section and then open the Intake folder.

3.    Find your Intake Form. Double-click on the form to open it in your PDF reader application. 

4.    Print the Intake Form from your PDF reader application.

Print an Intake Form from the triConvey Web App

1.    Open a matter from the triConvey Companion Site Web App.

2.    Navigate to the Documents tab and then double-click the Intake folder.

3.    Find your Intake Form and click on it to open the preview. 

4.    Select the Print icon from the top-right corner of the PDF preview.

Good to know

Are you looking for a way to make forms available in your office reception? You can share an Intake Form for internal use only.