Column Options on Matter Documents Page

Column Options on Matter Documents Page

With the column options in a matter documents page, you can amend, add or remove columns depending on what is most relevant to you. 

Amending Columns for Matter Documents Page 

1. Click Matters on the left pane of Thread and click the matter name. 

2. Under the Documents tab, click on the Columns button. 



3. In the pop-up that appears, you can drag and drop elements to change the order they appear in on the Documents list, and you can remove columns by clicking X or click + to add a new column. 


1. Click X to remove a column. 
2. Drag and drop columns up or down to change the order they appear in. 
3. Click + to add a column.  

4. Click Save to apply the changes. 
NotesAny removed column can be added back when clicking on +Add a column

You can also reorder the columns in the Documents list by clicking, holding and dragging the column to a desired place. 





    • Related Articles

    • Matter Documents - Overview

      <br> All matter documents are easily accessible in your matter Documents tab, where they can be further edited. Here you can create new documents, add matter notes or Generate Documents from Templates (you must have Templates already set up in ...
    • Assigning Documents to Users

      When you need your colleagues to complete any action for a document, you can assign the document to one or multiple users, creating a document review task for them. In the task, you can provide details of what is required, when this action is due, ...
    • Using DocuSign Integration with Thread Matters

      Ensure the steps for setting up the DocuSign Integration and the Sign in Process have been completed before following the steps below. DocuSign Menu items in Thread The DocuSign menu items are only visible in the Documents page of the Matters. There ...
    • Using Global Search

      You can quickly access your Recent searches, Pinned matters and Recent Matters by using Thread global search function, located on the top of the navigation menu. 1. To search, click Search in Thread. 2. Recent searches, Pinned matters and Recent ...
    • Copying Matter Documents

      With Thread, you can easily copy documents across different matters and make copies of a document within the same matter.  Copying Documents Across Matters If you want to copy a matter document to another matter on Thread, you can copy it directly ...