Document Folders

If you are used to organizing documents into folders, you can continue this practice easily with Thread. The Folder feature allows users to create folders for all matter documents. Users can then choose to view matter documents based on their folders, making it easier to manage and organize matters.  

Adding Documents to Folders  

1. Click Matters on the left pane of Thread.  

2. Click the matter name where you want to add documents to a Folder.  

3. Go to the Documents tab.  

4. Select the document you want to add to a folder, click the ellipsis on the right corner, then select Organize and click Add to Folder. 

Or click the Add to folder button at the bottom pane to add multiple selected documents at once. 

5. Select an existing folder to where you want to add the document/s. 

6. Click Select. 

Selected document/s will now be visible within that folder when viewing documents in Folders view. 

Creating a new Document Folder 

1. Go to the Documents tab.

  

2. Click + Document on the top right corner then select Create Folder. 

3. A pop up will open to create a folder name and select a parent folder then click Create. 

1. Enter a new folder name to create a folder. 

2. Choose from an existing parent folder if you wish the new folder to be a sub-folder. 

3. Click Create to add the new folder. 

Any documents not added to different folders will show as default in Root folder. All folders will show as default within Root folder, unless a different parent folder is selected.

  

Viewing Documents by Folders 

Once you have created folders in a matter, you can choose to view these documents by folder. This way, you can easier manage larger matters and have a more organized view of documents.  

1. Go to the Documents tab of a matter. 

2. On the top pane, click the Folders button. 

3. When viewing documents in folders, click the folder name to open the contents of the folder or sub-folder. 

You can navigate back to the parent folder by clicking on the folder name in the top folder tree. 

Editing Documents in Folders  

Once you have categorized documents into folders, you can change the documents to a different folder whenever needed. 
 

1. Go to the Documents tab of a matter.  

2. On the top pane, click the Folders button. 

3. Select the document you want to edit and add to a different folder, click the ellipsis on the right corner, then select Organize and click Add to Folder. 

Or click the Add to folder button at the bottom pane. 

4. In the pop-up window that appears, select the folder or sub-folder where you want to add this document.  

5. Click Select. 

When viewing documents in a folder, you can select all and choose the options in the bottom toolbar for what you wish to edit on the selected documents, such as assign a bundle section, send by email, record time etc.

Removing Documents from Folders

If you no longer want documents to appear in a certain folder or sub-folder, you can remove them easily.  

1. Go to the Documents tab of a matter  

2. On the top pane, click the Folders button. 

3. Select the document you want to remove from the folder, right click on document or click the ellipsis (...) on the right corner, then select Organize and click Add to Folder. 

Or click the Add to folder button at the bottom pane. 

4. In the pop-up window that appears, select the Root folder. 

5. Click Select and that will remove the document from the current folder. 

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