Cheat Sheet - Personal Configuration

Cheat Sheet - Personal Configuration

Thread Legal Cheat Sheet   

Personal Configuration



Set Your Email Signature  

Configure your personal email signature. In Personal Settings, use the Email signature box to set how you want your signature to show on emails you send from Thread.

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Send Direct Emails   

Ensure you are sending emails from your own work email, and not the Thread dedicated email. In Personal Settings, under Send email from dedicated mailbox, toggle No.   

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Automatically Record Time   

Toggle to automatically record time spent on matters, so you don’t have to worry about forgetting to track your time. Click your username and select Personal Settings, select to either turn Off, or switch to manually or automatically under Time recording mode, 

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Personalize Your Homepage   

Choose what appears on your dashboard so that it’s tailored to your needs. In Personal Settings, under Dashboard Details, move elements and toggle boxes On or Off. 

 

 

 

Keep Document Format Consistent   

Automatically convert email attachments to PDFs, to save time & ensure consistency. In Personal Settings, toggle the Convert to .pdf when sending attachments by email box to Yes. 


 

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