Create a new Matter in Thread using Outlook add-in
A message will show at the top saying the matter was successfully created.
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Create a Thread Contact using Outlook add-in
You can easily create Thread contacts using the Thread for Email Outlook add-in. Open an email you received from the contact you wish to add to Thread. Click +Add next to this contact in the add-in. Enter any relevant details and click Add Contact at ...
Add Attachments to Contacts using Outlook add-in
When using the Thread for Email Outlook add-in, select an email in your Outlook that has the attachment you wish to add to a contact in Thread. Under your Contacts list, click the down arrow next to Attachments. Select the contact you wish to add ...
Sending Emails from a Matter
From each matter in Thread, you can send an email directly to your client or other matter contacts and have replies come back directly to the matter inbox. When sending emails from a Thread Matter you are using your Microsoft account, so any email ...
Matter Emails - Overview
There are many benefits to working with matter emails in Thread. You can send emails directly from a matter, attaching matter documents, using an email template or snippet to quickly compile an email pulling the details from the matter. You might ...
Creating a task via the Outlook add-in
Creating a task via the Outlook add-in When adding an email and/or attachment(s) into your matter in Thread, you can create a task for this email and/or attachment(s) directly within the add-in, for any users to follow up on this, i.e. to respond to ...