Cheat Sheet - Personal Configuration
Thread Legal Cheat Sheet
Personal Configuration
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.
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.
Toggle to automatically record time spent on files, so you don’t have to worry about forgetting to track your time. Click your username and select Personal Settings. Under Record time automatically, toggle Yes.
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.
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.
Related Articles
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 - 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 - Software Integration with Microsoft Dataverse
Thread Legal Cheat Sheet Software Integration – Microsoft Dataverse Microsoft Dataverse Connect your Microsoft Dataverse with Thread. In Admin Settings, click Integrations and toggle Microsoft Dataverse to On. Click Settings and enter your firm’s ...Cheat Sheet - Admin Configuration
Thread Legal Cheat Sheet Admin Configuration Add Employees to Thread Ensure to add all firm members using Thread to the application. Click User Management and click Add. Enter the new user’s details for Thread. Ensure Consistent Billing Set up a ...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 ...