Admin Settings - Overview

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 methodand 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. 
 

 
 

    • Related Articles

    • Time & Billing Settings – Admin

      Our Admin Centre is accessed by clicking the settings icon on the bottom left of your menu and contains all your firm settings and configurations relating to Thread, including general settings, matter settings, system configurations, team management, ...
    • Expense Settings - Admin

      Expense Categories Thread users can easily add expenses that they have borne for a client or a particular case. The Expense Category feature on Thread allows you to add distinct categories of expenses, meaning you can organise expenses based on their ...
    • Undertaking Settings – Admin

      Undertaking Settings You can customise options for Undertakings in Thread to be able to choose which group and type the undertaking belongs to, and what statuses should apply. You will find all undertaking settings within the Settings cog at the ...
    • Matter Stages - Admin

      The Matter Stages setting on Thread allows you to add particular stages that can be used across matters, documents, and in templates. By creating and using matter stages, you can easily manage and view the progress of a case. Creating Matter Stages ...
    • Document Status - Admin

      With Thread, you can add document statuses that can be used across all matters on the application, e.g. pending, dealt with, draft, sent. Adding statuses to matter documents allows you to view their progress as you can change statuses as documents ...