Cheat Sheet - Templates & Custom Fields

Cheat Sheet - Templates & Custom Fields

                        Thread Legal Cheat Sheet  

Templates & Custom Fields 

Upload Templates 

Easily transfer existing templates to Thread that can be used instantly. Click Create & Edit, located under Template desk. Select categories from the drop-down menu and upload your documents. 

 

Create a Workflow 

Add tasks and follow-up templates to create an organised workflow. Toggle the Task field to Yes and search for templates to add next. 

 

Create Custom Fields 

Need to add extra information to a file or contact? Create custom fields that will appear on the file summary page and in generated templates. Click Custom Fields, located under Template desk. Click Add and fill out relevant details in the pop-up that appears. 

 

Code Templates 

Use the Word Template Designer to code your own templates.   Create documents that automatically populate fields with data from Thread. 

 

 Customise your Documents 

Upload Headers and Footers to ensure all documents sent from Thread match your firm’s branding. Go to Admin Settings, click General, and Company Logo. Upload your document header and footer. 


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