Default Templates - Admin

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. 

5. Click Save. 

When you create a new matter in this category, documents will be automatically generated using the matter and contact information.