Creating Files

Creating Files

The easiest way to create a new file on Thread is by using the quick create button in the bottom right corner.   

1. Click on the quick create button in the bottom right corner.  
2. Select File. 
3. A pop-up window will appear where you can fill out all relevant details. Mandatory fields are marked with *. 


4. Click Save. 
5. A new pop-up window will appear directing you to select a primary client for the file. 
6. If the contact already exists on Thread, select their name, and click OK. 
7. If the contact does not exist on Thread, click Add in the top grey pane to create a new contact.  



8. A pop-up window will appear directing you to create a new contact. Fill in the details of your new contact. All mandatory fields are marked with *
9. Click Save.
10. In the pop-up that appears, enter the contacts unique reference number if applicable. 


11. Click Ok. 

  1. The new contact will be automatically added as the primary client of your new file. 

 

You can edit the details of your file and link new contacts at any time by accessing it through the File Management tab. 


If you are creating a file for a company, please follow the steps here.


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