Document Type - Admin

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. 

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3. In the menu on the left, select Document Type. 

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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. 

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      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. 

NotesThe 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. 

A screenshot of a search

AI-generated content may be incorrect. 

 

3. In the menu on the left, select Document Type. 

 

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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

You might have some document types that you no longer use, but you don't want to remove them from the existing items. In this scenario, you can choose to disable the types that you won't need anymore, so that your available options for new documents will only show the relevant document types.



1. Click Settings In the bottom left corner of your Thread. 

2. Click the Matters drop down. 

A screenshot of a search

AI-generated content may be incorrect. 

3. In the menu on the left, select Document Type. 

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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. 


 

Info
Some document types that are auto-assigned to documents by the system cannot be disabled. For example, Scanned Item, Document (Portal), Document, Bundle, Bill etc.

Deleting Document Types 

If you no longer want a Document Type to appear on Thread, you can delete it at any time.  

NotesThe 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. 

A screenshot of a search

AI-generated content may be incorrect. 

3. In the menu on the left, select Document Type. 

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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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