Default Email Subject

Default Email Subject

When sending emails, Thread can set the default email subject to File Name, Activity Title (the title of the document included in the email), File Code, or the contact's Unique Reference Number. This means, that all emails you send through Thread will automatically populate with the chosen subject line.

  1. 1. Click on your Thread username, located in the top right-hand corner of the home page 

  1. 2. Select Personal Settings. 

  1. 3. Under Default Email Subject, select one of the following options: 

File Name: The email subject will be populated with the title of the file matter. 

Activity Title: The email subject will be populated with the title of the document included in the email. 

File Code: The email subject will be populated with the File Code. 

Scroll to the bottom of the pop-up window. 

           Recipients Unique Reference: If the contact has a reference number from eXpd8 or your own case management system, and it has              been entered into Thread, the email subject will be populated with this number. 

 

  1. 4. Click Save. 


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