Adding Files to Favourites

Adding Files to Favourites


Adding a file to favourites allows you to pin it to your homepage dashboard, where you can access it quickly and easily. 
  1. 1. Click Files in the left pane. 

  1. 2. Search for the file you want to favourite. 

  1. 3. Select the file and click Add to favourites in the top grey pane. 

 

4. The file will now appear on your homepage dashboard in the Favourite Files element. 

 

Note: You must have this element selected to appear on your dashboard in Personal settings. 


Add a file to Favourites from file Summary page

When inside a file you wish to mark as your favourite, on the File Summary page, toggle on Favourites, then click Save.


Removing a File from Favourites 

If you no longer want a file to be added to your favourites, you can easily remove it. 

  1. 1. Click Files in the left pane. 

  1. 2. Search for the file you want to remove from favourites. 

  1. 3. Select the file and click Remove from Favourites in the top grey pane. 

 


    • Related Articles

    • Cheat Sheet - Files

      Thread Legal Cheat Sheet   Files  Create Files  Build up your case management system by creating multiple files. Click the Quick Create Button in the bottom right corner & select File. Fill in file details and click Save.    Link Multiple Contacts to ...
    • Configuring Your Dashboard

      You can easily configure the elements on your dashboard so that they are tailored to your needs. This way, you can access the information you need instantly from your homepage. 1. Click on your username located in the top right corner. Select ...
    • Using Pinpoint Search

      You can quickly access your files, documents, and contacts by searching for them in Thread’s pinpoint search function, located in the top bar of each page, or in the search bar found on the homepage. 1. To search, add a search term into either of the ...
    • Uploading Scanned Items directly to files

      1. First locate the scanned folder on your device e.g. (C:) drive or (P:) drive 2. Select View then Preview pane (to ensure that you can see a preview of your scanned items) Tip: Rename the documents as you would like them to appear in File ...
    • 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 ...