Cheat Sheet - Files

Cheat Sheet - Files

Thread Legal Cheat Sheet  

Files 

Create Files 

Build up your case management system by creating multiple files. Click the Quick Create Button in the bottom right corner & select File. Fill in file details and click Save. 

 

Link Multiple Contacts to a File 

On the File Details page, click Contacts. Click Link Contact and select or add a new contact to link to the file. 

 

Favourite Important Files 

You can favourite files you work on frequently so that they appear on your homepage dashboard. On the File Management page, select a file and click Add to Favourites. 

 

Close and Archive Files 

Keep an updated log of files by changing their status, and choose to view only Open files. On the File Management page, select a file and click Change file status. 

 

Keep your Colleagues Updated 

Notify other users of new documents or activities added to a file by marking it for attention. On the File Management page, right-click a file, and select Mark for attention. 

 

Restore File Documents 

Retrieve previous versions of file documents easily with Thread. On the File Documents page of a file, click Activities. Select activities and click the ellipses (…). Click Document History. 

 

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