Identify emails in Outlook that are assigned to a matter

Table of Contents

• Getting Started
• Customise the colour of the triConvey tag
• Disable the triConvey email tag

Getting Started

When you connect triConvey to Outlook, all emails that are assigned to a matter will have a light blue bookmark icon above the time. A light blue triConvey tag will also appear in the body panel of the email.

Customise the colour of the triConvey tag

1.    In Outlook, select Tags and then Categorize.

2.    Select All Categories....

3.    Choose the colour you prefer from the dropdown menu in the Color Categories window.

Disable the triConvey email tag

If you do not wish to use this feature, you can turn it off: 

1.    Select the gear icon from the triConvey Desktop App.

2.    Select Outlook and Notifications. 

3.    Untick the checkbox next to Apply category when assigning emails.

4.    Select Save.

Re-select the checkmark to resume using the tag.