After setting up your triSearch integration login details, check that your triSearch account has been integrated with triConvey.
1. Select the gear icon from the top-right corner of the triConvey Desktop App.
2. Select Integrations.
3. Successful triSearch integration will have a green tick displayed.
4. Ticking Automatically save completed orders to your matter and/or Automatically create a disbursement for each order is optional, but recommended.
5. Select Save.
Now you can access triSearch features in triConvey. Learn more about using triSearch within a matter.
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