Contact Documents

You may need to add documents, such as a passport, medical records, or a driver’s license to a contact on Thread. This can be done at any stage through the Contacts tab.  

Uploading Contact Documents 

​

1. Click Contacts, located in the left pane of your Thread page.  

2. Search for the contact you want to attach documents to and double click on their name.  

3. The Edit Contact window will pop up. Click the Attachments tab. 

4. You can add documents by dragging and dropping or by clicking on the box shown.  

The document must be less than 300MB.

5. Click Upload to upload the attachment.  

6. When finished, click Save. You can find a contacts documents under the Attachments tab of their details. 

Downloading Contact Attachments  

Attachments that have been added to a contact can be downloaded at any time.  

1. Click Contacts, located in the left pane of your Thread page.  

2. Search for the contact you want to download the documents from and double click on their name.  

3. The Edit Contact window will pop up. Click the Attachments tab.   

4. Select the attachment(s) you want to download and click Download, located on top. 

 5. You can find the downloaded attachments in your PC’s Downloads folder.  

​

• Related Articles

• Contact Questions Report

  The Questions Tab, within contact details in Thread, facilitates the capturing of Proof of Identity images and documentation to meet AML requirements, or answer any other relevant questions about the contact. Thread can automatically generate reports ...

• Generating Documents from Templates

  Once you have installed the Thread Template Designer and have created some templates to be used on Thread, you can easily generate documents directly from a matter. You can choose to send one copy of the document per recipient or generate a document ...

• Client Connect - Sharing Documents with Customers

  With Client Connect, Thread users can now share matter documents with their customers and allow customers to upload any documents directly to a matter. Sharing Documents with Customers  1. Go to Client Connect within the matter. 2. Under ...

• Pinning Documents

  Pin any document(s) to the top of your Documents page by right click or using three dots menu on a document, then choose Pin under Additional actions. Follow same steps to unpin a document. Pinned documents will show in a green highlighted row at the ...

• General Documents

  Distinct from templates, the General Document tab on Thread is where frequently used documents such as ‘terms of service,’ blank forms, or ‘directions to our office’ should be stored. Documents that are added to the General Documents tab cannot be ...