Adding Emails to File Activities
Thread allows you to add emails to the file Activities page. Once you have added an email as a file activity, you can edit it to include a status, log time spent working on it, group it with other activities, copy it to other files, include it in a bill, and more.
1. Click on Files in the left pane of your Thread page.
2. Under the File Documents tab, click Emails.
3. Select the email you wish to add to activity and click Add to Activity in the top grey pane.
4. A window will pop up asking you to confirm your decision. Click OK.
You can now view the email on the Activities page of your file.
Once an email was moved from Emails to the Activities page, you will still be able to reply to it directly from Emails tab where they will now be located under Dealt With.
To find out more about file emails, go to File Emails - Overview.Drag and drop emails from Outlook
Did you know? You can drag and drop emails directly from Outlook to a file, by simply selecting the email from Outlook, and dragging in to the File Activities page.
Note! Emails added to the file this way will not show in your File Emails page, so you will not have an option to reply to it directly from Thread. The date showing on that activity will show the date you added it to the file, not the original date and time of the email.
Date of the activity in the file:
Actual date and time of email:
If you need to see the original date and time of email on the file activities page, and be able to reply to the email from Thread, you need to import emails to the file using the Import button.
Alternatively, if you want to add emails to the file Activities page directly from Outlook, you can use the Thread for Email Outlook Add-in.
Related Articles
Adding Email Attachments to File Activities Page
If you have received or sent an email with an attachment, you can easily add this attachment to the Activities page of a file. From here, you can include the attachment in a bill, group activity, edit it, log time for the activity, and more. 1. ...Cheat Sheet - File Emails
Thread Legal Cheat Sheet File Emails Stay Connected Send emails directly from a file on Thread to clients or other people working on the file. On the File Documents page, click Emails then New. Use email template to send standardised emails. Attach ...Hiding Activity Log Items
Activity Logs are lists of activities automatically created by Thread when you perform certain tasks, for example, sending emails, or adding payments. These may not be important for you to view, and you have the option to see them or hide them. ...Viewing Emails in File Activities
If you have received or sent an email with an attachment and wish to view it in the Activities page of a file: 1. Click Files on the left pane. 2. Search for your file and click the file name. 3. Click on Activities, under File Documents. 4. Click on ...File Activities - Overview
You can view and edit all activities you have carried out on a file in Thread within the file Activities page, including tasks, appointments, bills, expenses, documents, and more. 1. Click on Files in the left pane of Thread. 2. Search for your file ...