Adding Templates to multiple categories

You might have templates that would be used across multiple categories with the same or similar set up. You can follow the steps below to quickly add the template to all relevant categories without coding them for each category individually. 

1. Once you have coded a template in one category, save it to a convenient location, e.g. Desktop (save the template by opening the document in Word, and choose 'Save as' to save a copy of it to a chosen location on your device). 

2. On the home page, in the left-hand panel, under Template Desk, click Create & Edit.  

3. From the top panel Filter button, select the categories you wish to upload your coded template to, and then click Drop or click box to open your file explorer.  

4. Locate the coded template from your previously saved location, e.g. desktop, and your template will now appear in the upload area.  

5. Click Upload.  

6. Confirm that you want to upload your template to all the selected categories by clicking OK.  

7. You will see a copy of the template uploaded to each category selected.  

If you need to further customize the template in each category, click on the correct template within that category to make necessary changes. 

To find out more about templates, go to Templates/Precedents - Overview.

• Related Articles

• Matter Category - Admin

  All matters created on Thread must have a category assigned to them. Matter categories dictate which matter stages, key dates, contact types, and custom fields, can be used with the matter. You can also add default templates to a matter category, ...

• Templates/Precedents - Overview

  Templates are a key feature of Thread that you can set up to most effectively utilise the application. Templates are used for documents, bills, bundles, or emails, and can be created to be used across all matter categories on Thread. Setting up ...

• Uploading Templates

  With Thread, you can easily upload, edit, and use your existing legal templates. 1. Click the Settings - cog icon (⚙) on the left side panel of your homepage. 2. Click on Create & Edit under Template Desk section. 3. Select the matter category you ...

• Category Permissions

  Choose which users have access to a matter category by assigning Accessible Roles. You can also edit a category to grant access for a particular role on Thread (e.g. Accountant), or to remove access. All matter category permissions are granted on a ...

• Generating Documents from Templates

  Once you have installed the Thread Template Designer and have created some templates to be used on Thread, you can easily generate documents directly from a matter. You can choose to send one copy of the document per recipient or generate a document ...