Managing multiple letterheads

Learn how to switch and change letterheads if your firm has set up multiple letterheads for different uses.

Table of Contents

• Selecting a new letterhead for a blank letter
• Switching letterheads on a precedent
• Apply a new default letterhead to a precedent template

Selecting a new letterhead for a blank letter

By default, your firm’s default letterhead is selected automatically. You can enable triConvey to apply a different letterhead to the default one when creating a new letter.

1.    Open a Matter from the triConvey Desktop App.

2.    Select New Document from the Matter Action Bar and then Letter/Fax .

3.    In the New letter window:

• Choose the Letterhead you wish to use.
• Tick the Contacts that the letter should be addressed to.
  • When you tick multiple contacts, the Layout Options section activates. Choose whether triConvey should generate one document per addressee, or one document with all addressees listed.

4.    Select Create Document to use the selected letterhead.

Switching letterheads on a precedent

To use a letterhead on an existing precedent:

1.    Open a Matter from the triConvey Desktop App.

2.    Select Precedent from the Matter Action Bar.

3.    Right-click on the relevant precedent and select Open with container...

Tip:  This will launch the Select Container window.

4.    Select the relevant letterhead from the Select Container window.

5.    Select Create.

Apply a new default letterhead to a precedent template

To enable triConvey to apply a certain letterhead when you open a precedent automatically:

1.    Open a Matter from the triConvey Desktop App.

2.    Select Precedent from the Matter Action Bar.

3.    Right-click on the relevant precedent and select Modify.

Tip:  Word will open the precedent in Modify Mode.

4.    From the triConvey toolbar on the right-hand side of Word, click and expand Details.

5.    Select a new letterhead under the Container drop-down menu.

6.    Select Save & Close.

The precedent now opens with the new letterhead automatically.