Admin Settings - Overview
Admin Settings - Overview
Our Admin Centre contains all your firm settings and configurations relating to Thread, including general settings, system configurations, matter settings, and integrations with other applications.
We have divided all admin settings into separate tabs, based on their functionality within Thread. You can easily navigate between each tab to access what you need.
General Tab
In the General tab, you will find all general settings and configurations for Thread. Here, you can make changes to the global email signature , email notifications and mattercode pattern, add document folders, configure scanner settings, set up contact types, and questions, tax rates, task subjects, and more.
Matters Tab
The Matters tab contains all configurations and settings for matters, bundles, and undertakings. Here, you can add and edit matter categories, matter stages, document statuses and types, key dates, time types, bundle sections and undertaking groups, statuses and types.
System Tab
You will find all system-wide configurations and settings in the System tab. From this tab, you can provide app-consent for provisioning Thread, add time rounding, set up default billing method, and more.
Integrations Tab
Our Integrations tab allows users to easily integrate third-party applications to their Thread account. Here, you will find apps such as Quill, Xero, QuickBooks, and DocuSign. Toggle On to integrate them with your Thread account.
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