Editing Master Word Document - Admin
When you create a new Word document on a file in Thread, the layout of the document can be customised to your organisation’s preferred style. This is known as the Master Document. The Master Document is the default Word document which can be edited from the Template Desk. You can customise fonts, layout, headers, footers and logos for default new Word documents. Follow these steps to edit your Master Document.
1. Go to the left side panel on your homepage and click on Create & Edit (located in the Template Desk section).
2. Select Master Document from the drop-down menu
3. Edit the document with your preferred font style and size, paragraph settings, etc., according to your organisational requirements. Any changes made are automatically saved.
Related Articles
Activity Status - Admin
With Thread, you can add activity statuses that can be used across all file activities on the application, e.g. pending, dealt with, open, closed. Adding statuses to file activities allows you to view their progress as you can edit statuses as ...Formatting a Global Email Signature - Admin
The global signature feature allows administrators to set up an organisation-wide email signature that users can then apply to emails that are sent through Thread. Users can apply and further configure this global email signature in their Personal ...Creating Word Documents
You can quickly create a document in a file on the file Activities page. This can be edited later to include more detail if necessary. 1. Click on Files in the left pane of Thread. 2. Search for your file in the search bar provided. 3. Click on the ...How to transcribe dictations with Microsoft Word?
You can easily have your dictation audio files typed up in a Word document using Transcribe in Microsoft Word. Note: Only one transcription can be added per document. If you would need multiple dictations within the same document, you can transcribe ...Key Dates - Admin
The Key Dates feature on Thread allows you to add important dates such as commencement dates, court dates, or agreement dates to your file. With this feature, you can set reminders for key dates which automatically link to your Outlook calendar. Once ...