Getting started with document containers

Document containers are where your firm's letterhead and letter structure are set up. They apply to all your letters, giving them a consistent and professional look. Any changes you need to make to the letterhead only need to be made on the document container.

Table of Contents

• Types of document containers
  • Letter
  • Letter, No Footer 
  • Email 
  • Blank 
• How document containers are accessed in triConvey
• Setting up default document containers
• Where are document containers used in triConvey
• Next Steps

Types of document containers

Letter

The Letter document container is your main document container. It consists of the following information from your firm, usually placed in the header and/or footer of your letter:

• Logo
• Firm name
• Address(es)
• Email address(es)
• Phone number(s)

In your Letter document container, you can also set your letters' font type, font size and letter structure.

Below is an example of a Letter document container that displays both the header and footer:

The middle section contains the letter structure:

Your Letter document container is set up at the same time as your triConvey account, allowing you to create a letter as soon as you begin using triConvey.

Learn more about the structure of the Letter document container.

Letter, No Footer 

This is used with specific precedents that will have additional text after the sign off of the letter, for example, an acknowledgement of receipt of the letter.

Email 

This is used when you would like a precedent to be sent as an email and would like a structure different to that of a letter.

Learn more about email containers.

Blank 

This is used for your blank documents.

How document containers are accessed in triConvey

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

2.    Select Document Containers.

Setting up default document containers

If your firm needs more than one type of document container (i.e. your firm has separate logos for separate divisions, or you have more than one office), you can set the most used document container as a default. This means you only have to select a different document container when necessary.

Defaults are available for the following document containers:

• Letter
• Letter, No Footer
• Blank
• File Note

To set a document container as a default, right-click on the container and select Rename / Change Type. From the options, you can then select the Default Container Type from the drop-down options.

Where are document containers used in triConvey

Document containers are used in three places:

1.    In a Matter when creating a letter/fax or document from your matter.

2.    In the Precedent Library when a document container is linked to an existing precedent.

3.    In a contact card when creating a letter, fax or document from a contact.

Next Steps

Refer to our other articles below to learn more about customising document containers.

• Edit a document container
• Change the font or margin on document containers using Word Styles
• How Word Styles work when they are applied to document containers
• Moving your existing Word Styles into triConvey document containers
• Add a document container
• Revert to a previous version of a document container
• Change the document container list order