triConvey training hub

triConvey training hub

Welcome to the triConvey training hub. Check out these short, introductory training videos and userguides. Bookmark this link to access it anytime.
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Getting Started
Setting up triConvey

Locating settings, adding & removing staff, setting up auto numbers & outlook. 

Video
Guide
Managing Matters

Creating matter types & templates, creating & opening new matters, adding contacts. 

Video
Guide
Managing Tasks

Creating and using Tasks when opening and navigating your matters.

Video
Guide
Managing Workflows

How to navigate worklows and create custom workflows to suit your process. 

Video
Guide
Setting up Precedents

Setting up and creating precedents, letters and forms within your triConvey matters. 

Video
Guide
Automation Settings

Setting your automation settings, enabling outlook notifications and integrations. 

Video
Guide
triConvey Calendar

Entering a standalone event and creating a critical event within a matter. 

Video
Guide
Integrations
Integration Settings

Set up integrated Searching, reviewing search results and invoices. 

Video
Guide
Email Integrations

Using email integration, adding attachments or recieved emails to a matter. 

Video
Guide
Search Integration - NSW

Navigate to the national Searches ranging from Property, Corporate and Personal in NSW.

Video
Guide
Search Integration - VIC

Navigate to the national Searches ranging from Property, Corporate and Personal in Victoria.

Video
Guide
Search Integration - QLD

Using email integration, adding attachments or recieved emails to a matter. 

Video
Guide
triVOI

Easily and securely verify your clients identity from any location. 

Video
Guide
triSign

Electronic signatures to execute documents faster and avoid the hassle of printing and posting.

Video
Guide
eCOS

Order, edit, compile and send  your contracts digitally with information pre-populating. 

Video
Guide
Securexchange

Securely exchange documents and bank account details with clients & other parties. 

Video
Guide
triSettle

Outsource your stamping, lodging and settlement admin to experienced agents.  

Video
Guide
eCOS+

Order, edit, compile and send your contracts digitally with the new digital contract tool for NSW Conveyancers.

Video
Guide
Billing & Trust Accounting
Trust Accounting

Navigating to Billing, opening trust transactions, deposits & payment. 

Video
Guide
Editing Expenses

Adding and removing expenses, editing existing entries. 

Video
Guide
Setting up Billing

Turning on billing within triConvey and logging into the billing system. 

Video
Guide
Billing & Activity Coding

How to access the billing system and setting up activity codes for your invoices. 

Video
Guide
Creating/Editing Invoices

Edit, add and remove entries in an invoice, as well as filtering existing invoices. 

Video
Guide
Additional Support
Accessing Support

How to access the support services within your triConvey software. 

Video
Guide
Additional Help Docs

Click through to the Smokeball Help Docs portal for further training.

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Client Support
Client Support

Phone: 1300 064 452

Email: support@triconvey.com.au

Common videos
Trust Accounting
Billing
Tasks
Accessing Support
Setting up Precedents
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Book a one-on-one session tailored to you, to help you get set up or learn about new features. 

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