Cheat Sheet - File Emails
Thread Legal Cheat Sheet
Send emails directly from a file on Thread to clients or other people working on the file. On the File Documents page, click Emails then New. Use email template to send standardised emails.
Save time searching for documents on your desktop by attaching file activities. On the File Emails page, click Attach Documents. Select file documents from the Activities tab.
Import Case Related Emails
Keep your file emails up to date by importing mail from your personal mailbox to files on Thread. On the File Emails page, click Import and select documents from your mailbox.
Keep track of emails by adding them to the File Activity page. From here, log time, include it in a bill, a bundle, and more. Select an email and click Add to activity.
Cheat Sheet - Bundles
Thread Legal Cheat Sheet Bundles Categorise File Activities Put file activities into bundle sections before building bundles on Thread. Select a file activity, click Edit, and choose a bundle section from the drop-down menu shown. Build a Bundle Add ...
Cheat Sheet - Tasks
Thread Legal Cheat Sheet Tasks Create Tasks Add tasks to Thread, receive notifications, and notify colleagues. Click the Quick Create button and select Task, or ...
Cheat Sheet - File Activities
Thread Legal Cheat Sheet File Activities Create File Activities Add documents, appointments, and tasks to files from the Activities page. Under File Documents, click Activities. Click New to create a Word doc or the arrow to create different ...
Cheat Sheet - Outlook
Microsoft Outlook Cheat Sheet Turn Your Mail into Conversations Organise your mail into chats by turning them into conversations. Go to the View tab on Outlook and click the Show as conversations button. De-Clutter Your Mail Tidy up your ...
Cheat Sheet - Time History
Thread Legal Cheat Sheet Time History Keep Track of Time Check how much time you’ve spent on files and activities on the Time History page. Choose Specific File from the Filter type drop-down box and enter the file name. Do More With Your Time Log ...