Default Templates - Admin
Set up default templates on Thread that automatically generate when you create a new matter. Assign templates to different matter categories such as Criminal Law or Property Law. When you create a new matter in these categories, the templates, such as a Welcome to our firm letter, or a letter to client, will automatically be created using client and matter information.

Only Word documents can be set as default templates. If you set other type of documents as your default templates, none of the default templates will generate on the matter.
Exception: you can have PDF documents set as default templates, but they will generate on the matter as Word documents.
Ensure that you have templates coded and added to Thread first.
1. Go to Settings at the bottom of your Thread menu.

2. Expand the Matters submenu.

3. On the Category section, select a matter category and click Edit.

4. In the Default Templates field, add the templates you want to automatically generate for matters in this category.

When you create a new matter in this category, documents will be automatically generated using the matter and contact information.
Related Articles
Default Billing Method – Admin
Setting up a default billing method allows you to charge a standard rate for all bills issued by your organisation through Thread. You can choose to set up the default billing method as: Rate per category – default rate per category, i.e., €300 for ...
How to remove a default template when opening a new matter
It is highly possible that there is a default template on the categories where a new matters / case are opened. If that is the case then you will need to have someone who have Thread Administrator access: 1. Go to Settings 2. Select Matters 3. Go to ...
Admin Settings - Overview
Admin Settings - Overview Our Admin Centre contains all your firm settings and configurations relating to Thread, including general settings, system configurations, matter settings, and integrations with other applications. We have divided all admin ...
Default start tab for matters
Choose a default tab where you would like all matters to open. Default tab setting will remain until changed and applies per user only. To set a default tab, open any matter and right-click on the tab you wish to set as default, and choose Set as ...
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 ...