Triconvey docs
Everything you need to set up your firm, connect external services, and run a conveyance file end-to-end.
Getting started
Sign up, set up your firm, invite teammates.
Roles & permissions
Built-in roles, custom roles, and Model B permission overrides.
Templates
Document, mortgage, and order-to-pay presets.
Basics
Upload a template, configure delimiters, and generate your first document.
Delimiter settings
Global vs. per-template delimiter formats and how to rescan after changes.
Field & section mappings
Map placeholders to file-matter data, loop over parties, and conditionally show content.
Value source types
Field, multiple fields, joined list, default value, manual input, and expression — how each source type works.
Transformations and styling
Format output with currency, date, and phone transforms, and apply bold, italic, or colour in Word.
Global field mappings
Map common placeholders once and have every new template pick them up automatically.
Testing a template
Run all mappings against a real file matter to preview resolved values before generating a document.
Data reference
All data objects and arrays available in field mappings and expressions, with field names and example paths.
Common template mappings
Reference field and section mappings for Account, Trust Reconciliation, Statements of Adjustments, and Statutory Declaration templates.
Overview
All available integrations.
LTSA
Land Title and Survey Authority — Web Filing + LOTR.
Clio Manage
Pull matters, contacts, and documents from Clio.