Cheat Sheet - Scanned Items

Thread Legal Cheat Sheet  

Scanned Items 

                                                                  

Link Documents with Files             

Assign multiple documents to a file easily from the Scanned Items page. Select a document and click Assign to File in the top grey pane. 

 

Upload Multiple Scanned Items 

Upload multiple documents at once and assign them to a file, user or contact directly. Click the box shown below or drag and drop documents to the box. Click Upload. 

 

Locate Unassigned Docs 

View all documents uploaded within a certain date range and link them to files. In the From date and To date boxes, enter a date range. In the User field, select Unassigned. 

 

Rename Scanned Documents  

Need to change a document name after it has been uploaded? Easily rename documents before assigning them on Thread. Select the scanned item and click Rename. 

 

• Related Articles

• Scanned Items

  Thread allows you to upload scanned items and assign them to files, users, and contacts within files. Scanned documents can be viewed in the Scanned Items tab of your Thread page. You can also have the scanned items sync automatically from your ...

• 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 - Tasks

  Thread Legal Cheat Sheet   Tasks                                                                                       Create Tasks  Add tasks to Thread, receive notifications, and notify colleagues. Click the Quick Create button and select Task, or ...

• Scanned Items sync via email - from an Email Address or Subject - Admin

  You can upload scanned items directly to Thread using a sync via configured email address or a subject line. To add scanned items from a configured email address or subject line, you must configure these settings in User Hub - Admin Settings - ...

• Cheat Sheet - Phone Messages

  Thread Legal Cheat Sheet   Phone Messages  Log Calls Instantly  Add phone messages to Thread as soon as they come in. Link to files, notify users, add a status & more. Simply click the Quick Create Button, select Phone Message, and fill in the ...