Cheat Sheet - File Emails
Thread Legal Cheat Sheet
File Emails
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.
Attach File Activities
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.
Do More With File Emails
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.
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