Document Type - Admin
When you add a Document to a Matter, you can choose the type of Document it is, e.g. form, contract, document etc. Thread allows you to add Document Types in Admin Settings that can then be added to documents when created. You can then view documents based on their type on the Matter Documents page.
Adding Document Types
1. Click Settings In the bottom left corner of your Thread.
2. Click the Matters drop down.
3. In the menu on the left, select Document Type.
4. Click +Document Type in the top right corner.
5. A pop-up window will appear. Enter the name of the Document Type and click Save.
The Document Type can now be applied to Matter documents created on Thread.
Renaming Matter Document Types
Once you have created a Matter Document, you can edit it to change the name.
The document type name will be changed for documents that already have that type assigned to them. 1. Click Settings In the bottom left corner of your Thread.
2. Click the Matters drop down.
3. In the menu on the left, select Document Type.
4. Select the Document Type you want to rename and click Edit in the top grey pane.
5. In the pop-up window that appears, rename the Document Type and click Save.
Disabling Document Types
1. Click Settings In the bottom left corner of your Thread.
2. Click the Matters drop down.
3. In the menu on the left, select Document Type.
4. Select the Document Type you want to disable and click Enable/Disable in the top grey pane.
5. A window will appear on the side where you can toggle on to disable. Click Save.
Deleting Document Types
If you no longer want a Document Type to appear on Thread, you can delete it at any time.
The Document Type will be removed from existing Matter documents that have that type assigned to them. 1. Click Settings In the bottom left corner of your Thread.
2. Click the Matters drop down.
3. In the menu on the left, select Document Type.
4. Select the Document Type you want to delete and click Delete in the top grey pane.
5. A confirmation window will appear asking you to confirm your decision. Click OK.
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