Editing Files

Editing Files

Once you have created a file, you can edit it at any time. You can change the status, add documents, add custom fields, answer file questions, add contacts, include key dates, log time, and much more.  


  1. 1. Click Files in the left pane. 

  1. 2. Select the file you want to edit and click Edit in the top grey pane. 



 

  1. 3. You will be brought to the Summary page of File Details. From here, you can toggle between the different file tabs depending on what you would like to edit. 



 

  1. 1. File summary: View and edit basic information of the file including the Name, Code, Category, Rate, Stage, Status, Owner, Office Location, File Location, Date Opened, Date Closed, Date Archived, Description, and Fixed Fee. 

 

NotesNote:
  Toggling Yes on the Fixed Fee box allows you to issue a fixed fee bill without having to add individual items to a bill. 

 

 

 

 

  1. 2. Key dates: You can add and edit important dates to your file in this section. 

  1. 3. Custom fields: Add custom fields that are specific to the file. You can add and edit these fields in the Custom Fields tab. 

  1. 4. Contacts: Add and remove contacts to a file. 

  1. 5. Undertakings: Add and view the undertaking added to the file.

  2. 6. Permission: Give file permissions to other Thread users to Create, Read, Update, Delete, View Documents, and Edit Documents. 

  1. 7. Audit: View/Perform audits conducted within a file. 

  2. 8. Stages: Update the stages of a file

  3. 9. Related files: View related files linked to this file.

  4. 10. Prompt to save time: Choose to receive notifications about logging time on a file whenever you leave the page by toggling Yes on the Prompt to save time section

  5. 11. Favorites: Toggle to add a file to your favorites

  6. 12. New email notification: Toggle to receive email notifications when new tasks or emails have been added to a file

 

`4. Once you are finished editing a file, make sure to click Save.  


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