Sample User Guide template

Created by Dinesh Selvaraj, Modified on Thu, 27 Jun, 2024 at 11:14 AM by Dinesh Selvaraj

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You can make use of a user guide to help a user get a complete understanding of a feature or a product. For example, this is how a user guide might look for using article template

TABLE OF CONTENTS

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Introduction to templates
Creating templates
Using templates

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Standardize your knowledge base by creating templates such as a simple FAQ-style article, step-by-step guides, How-To, Release notes, and a lot more. Your team can simply choose from the predefined templates and start creating their articles from there - saving them time.

Introduction to templates

Creating templates

Go to Knowledge Base
Click on the hamburger menu on the top left
Select Article templates
Click on New template and start creating your template

Mark a template as default to load it automatically while creating a new article.

Using templates

Once you save a template, click on Use template to open the template as a new article
Make the relevant changes to the template and save the article

Accordion Item 1

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Accordion Item 2

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

2. Select Intake Forms.

3. Select the Practice Areas tab and confirm that your state and practice areas of law are displayed. Click on Edit to make changes.

4. Under the Web Enquiry tab, select New Link.

5. The New Link window will open. Choose the form you wish to share from the Form drop-down menu.

Tip: Your firm's custom lead forms will appear first, followed by forms created by us (listed under triConvey Forms).

6. Under the Staff drop-down menu, select or type in the names of staff members who will receive a notification when someone has submitted a form.

7. (Optional) If you have a Google Analytics measurement ID/tag ID, enter it in the Google Analytics measurement ID field to track the form.

8. You can choose to get a link to the form, generate a code for an embedded form or add a 'Contact Us' button on your website.

Embedded

Your website designer can change how this button looks

9. Select Copy Code next to the option you prefer.

10. Paste the code into a Notepad file and send this to your website designer.

Tip: Adding the intake form code to your website is outside the scope of triConvey Support. Please reach out to whoever manages your website's theme to implement this on your website.

Once this is on your website, prospective leads simply need to fill out the form, and you will receive these responses in triConvey.

1. Select the gear icon from the bottom-left corner and select Firm Settings.

2. Select Intake Forms.

3. Select the Practice Areas tab and confirm that your state and practice areas of law are displayed. Click on Edit to make changes.

4. Under the Web Enquiry tab, select New Link.

5. The New Link window will open. Choose the form you wish to share from the Form drop-down menu.

Tip: Your firm's custom lead forms will appear first, followed by forms created by us (listed under triConvey Forms).

6. Under the Staff drop-down menu, select or type in the names of staff members who will receive a notification when someone has submitted a form.

7. (Optional) If you have a Google Analytics measurement ID/tag ID, enter it in the Google Analytics measurement ID field to track the form.

8. You can choose to get a link to the form, generate a code for an embedded form or add a 'Contact Us' button on your website.

Embedded

Your website designer can change how this button looks

9. Select Copy Code next to the option you prefer.

10. Paste the code into a Notepad file and send this to your website designer.

Tip: Adding the intake form code to your website is outside the scope of triConvey Support. Please reach out to whoever manages your website's theme to implement this on your website.

Once this is on your website, prospective leads simply need to fill out the form, and you will receive these responses in triConvey.

Copy a link or QR code to your Lead Intake Form

If you wish to include a link to your form in your email signature or social media post, select the three dots icon and click on Copy "Link" to copy the URL of the form to your clipboard.

You can also copy the QR code of the form by selecting Show QR Code and clicking on Copy.

Create a custom Lead Intake Form

You can easily create a lead intake form with the fields of your choice. Refer to the Create a custom Intake Form article for more information on how to set this up.

View submitted forms

Once a form is submitted, the designated staff members chosen when setting up the form will receive a new Notification message.

To add or remove staff members who get these notifications:

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

2. Select Intake Forms.

3. Select the three vertical dots icon next to the form name and click Change Settings.

4. Under the Staff drop-down menu, select or deselect staff members.

5. Select Update.

When you click on the Lead file in triConvey, the lead contact card is automatically created and populated with the lead's contact information. A copy of the lead intake form can be found in the Intake folder within the matter files.

Once a form is submitted, the designated staff members chosen when setting up the form will receive a new message via Messages.

To add or remove staff members who get these messages:

1. Open Firm Settings and then select Intake Forms.

2. Select the three vertical dots icon next to the form name and click Change Settings.

3. Under the Staff drop-down menu, select or deselect staff members.

4. Select Update.

When you click on the Lead file, the lead contact card is automatically created and populated with the lead's contact information. A copy of the lead intake form can be found in the Intake folder within the matter files.

Send a follow-up form

You can request more information from the lead before you decide to take them on as a client.

Tip:  Not all matter types contain follow-up forms.

1. To send a follow-up to the web enquiry open the lead file and select the Intake tab from either:

the triConvey Desktop App; or
the triConvey Companion Site Web App.

2. Select Share Form.

Tip:  The Lead's contact details are automatically populated.

3. Select the type of form you wish to send from the Forms drop-down menu (if applicable).

4. Select the Client Portal toggle if you wish to send the form via Messages or the Email toggle if you wish to send the form as an email.

5. Select the Custom Field icon to insert specific fields from your matter into the message.

Tip:  This message can be customised for all matters in Firm Settings > Intake > Client Messages.

6. Once you are ready to send this form to the lead, select Share to share as a Client Portal message or Open Email if sending the form via email.

Recent Searches

Sample User Guide template

Test

Introduction to templates

Creating templates

Using templates

Copy a link or QR code to your Lead Intake Form

Create a custom Lead Intake Form

View submitted forms

Send a follow-up form

Was this article helpful?

Name	Host	Duration	Description
_fw_crm_v	techaffinityinc.freshdesk.com	1 year	Freshchat/Freshworks cookie (Used to track Visitor/User identity and chat sessions performed by the User).
_x_w	techaffinityinc.freshdesk.com	Session	Contains the shard ID at which the account runs on.
_x_m	techaffinityinc.freshdesk.com	Session	Contains the state of the shard.
_helpkit_session	techaffinityinc.freshdesk.com	Session	Your secret key for verifying cookie session data integrity. If you change this key, all old sessions will become invalid!
helpdesk_node_session	techaffinityinc.freshdesk.com	Session	An encrypted hash that stores the secret key and id of the login attempt.
user_credentials	techaffinityinc.freshdesk.com	2 months	Used for user authentication.
wf_order	techaffinityinc.freshdesk.com	Session	Used to check in which the order the tickets are filtered for custom ticket filters eg: due_by, agent_responded_at, requester_responded_at, etc.
wf_order_type	techaffinityinc.freshdesk.com	Session	Used to check if the order is ascending or descending for custom ticket filters.
wf_filter	techaffinityinc.freshdesk.com	Session	Denotes which filter is applied for the tickets list.

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Tickets

Sample User Guide template

Test

Introduction to templates

Creating templates

Using templates

Copy a link or QR code to your Lead Intake Form

Create a custom Lead Intake Form

View submitted forms

Send a follow-up form

Was this article helpful?