Bundle Sections - Admin
When creating a bundle on Thread, all documents must be assigned to Bundle Sections, such as Correspondence, Pleadings, Reports, Discovery, etc. Thread comes loaded with some standard bundle sections however you can add your own sections in Settings and use these when creating a bundle.
Adding Bundle Sections
1. Click Settings on the bottom left pane.
2. Click the Matters tab.
3. Select Bundle Section from the left pane.
4. On the top right pane, click + Bundle.
5. A pop-up window will appear. Enter the name of the bundle section.
6. Click Save.
Editing Bundle Sections
If you want to rename a bundle group you can do this at any time in Settings.
1. Click Settings on the bottom left pane.
2. Click the Matters tab.
3. Select Bundle Section from the left pane.
4. Select the bundle section you want to rename and click Edit.
5. Enter the new name for the bundle section.
6. Click Save.
Deleting Bundle Sections
If, for any reason you need to delete a bundle section from Thread, you can do so easily.
All documents that have been assigned to that bundle section will need to be reassigned to a new section to be added to a bundle. 1. Click Settings on the bottom left pane.
2. Click the Matters tab.
3. Select Bundle Section from the left pane.
4. Select the bundle group you want to delete and click Delete on the top pane.
5. A confirmation window will appear asking you to confirm your decision. Click OK.
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