Related Articles
Creating Companies
To create a new company in Thread, go to the Companies page on the left menu. Click on + Company on the top right corner. A pop-up will open where you can start entering the company details. On the General tab, use the search bar to find the company ...
Creating and Deleting Contacts
New contacts can be easily created on Thread by using the Quick Create Button in the bottom left corner. Once you've created a contact, you can link it to a matter, add important documents, answer relevant questions, and much more. 1. Click on the ...
Companies without a Contact
When creating a company for which you don't have any individual contact you are communicating with, you can create a company without any contact/employee. This guide only applies to new companies created without a contact. All steps below do not ...
Creating Matters for Companies
If you are handling a matter for a company rather than an individual, you can create a Matter with that company as your client. 1. Click on the quick create button in the bottom left corner. 2. Select Matter. 3. A pop-up window will appear where ...
Adding Contacts (Employees) to Companies
If you have a company created that currently doesn't have an existing contact, or you wish to add more contacts to any company, you can add a company employee when on the company General page. Go to Employees tab. Click +Add to select the relevant ...