Creating Companies
To add a new company to Thread, go to the Companies page on the left menu under File Management.
From the top grey pane, click on +Add.
A pop-up will open where you can start entering the company details.
On the General tab, use the search bar to find the company using Google maps search.
Once you have found the correct company you wish to add, select it and the address fields will automatically populate.
Enter the name of the company how you would like it to show in Thread.
Enter all other mandatory fields which are marked with the red asterisk *
Choose the company type (solicitors, legal cost accountants, customer etc.) and select the primary contact for the company (your main point of contact).
Company types can be set in your Admin settings - General - Company types
You will not be able to select contacts which are already linked to another company.Click Next to continue.
On the Office Locations tab, you will see the company address added as the main company location. If you need to add other office locations, choose the + icon on the top grey pane.
Below fields will show, where you can add the new office location details.
Click Next to continue. You can also click back or click on General tab if you need to make some changes again on the general company details.
On the Employees tab you will see the details of your primary contact, which you can edit if needed.
You can also add any other contacts for that company by clicking the + icon.
Click Next to continue.
If there are any documents you need to upload for this company, such as contract or agreement, you can click the 'Drop or click' box to select the document from your device.
When uploading a document, you will be asked to choose the office location for which this document applies.
Click Next to continue.
On the Custom Fields tab you can enter any relevant information about the company as per your needs.
Click Finish to create this company.
To create custom fields for companies, on the custom fields page in Thread, click +Add and choose Company - Custom as Category Field. Click here to learn more.
Once you successfully created the company, you will be brought to that company details page where you can view or edit any of the information entered.
Learn more about editing company details here.
Click here to try creating a company in Thread.
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