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.
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.
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,
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
Related Articles
Personal Settings
Configure your Thread according to your preferences by customising your Personal Settings. From your Thread Dashboard in the left panel click on your initials/profile photo/avatar and select Personal Settings. Set Your Email Signature Configure your ...Daily time sheet
Keep track of all your time throughout the day in your daily time sheet. Whether you recorded your time automatically or manually, all your time records for the day will be visible in your daily time sheet where you can edit them as needed. Click on ...Thread Timer
Depending on your firm and personal settings, Thread timer will record time automatically or you can start the timer manually when you need to. (See Matter Time – Overview for details on firm and personal time settings) All recorded time will be ...Matter Time - Overview
Keeping track of time spent working on matters is easier than ever with Thread. You can record time automatically, start timers manually only when you need to, or simply enter manual time records. To select your time recording mode, please go to your ...Moving to a New Domain
If you are changing your email domain (e.g. user@company.com to user@othercompany.com), and would like to keep using the same Thread site, this is only possible if both domains are linked to the same Microsoft tenant. Domains within same Microsoft ...