Editing Master Word Document - Admin

Editing Master Word Document - Admin

When you create a new Word document on a matter in Thread, the layout of the document can be customized to your organization'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 customize fonts, layout, headers, footers and logos for default new Word documents. Follow these steps to edit your Master Document. 

1. Click on the Settings icon at the bottom left of the menu then select Create & Edit (located in the Template Desk section).  

2. Click the Filter button then 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 organizational requirements. Any changes made are automatically saved.