Email Folders

Email Folders

 

If you are used to organising emails into folders, you can continue this practice easily within the matter in Thread. The Email Folder feature allows you to create folders for emails within a matter. You can then choose to view matter emails based on their folders, making it easier to manage and organise your emails.  


Creating a new Email Folder 

1. In the left pane of your Thread page, click Matters.  

2. In the search bar provided, search for the matter on which you want to create email folders.  
3. Click on the matter name.  
4. Select the Emails tab on the matter. 

 

 


5. Select Create folder. 

 

 


6. Enter folder name.
7. Click Save. 
8. The newly created folder(s) will now show in the Emails tab of the matter. 

 

  

 

Creating a new Email subfolder 


1. Select the Emails tab on the matter. 

 

 


2. Right-click on the folder for which you want to create a sub folder. 

 

 


3. Select Create new sub folder. 
4. Enter sub folder name. 

 

 


5. Click Save. 
6. The newly created sub folder will now show in the Emails tab of the matter. 

 

Adding Emails to Folders  

1. Select the Emails tab on the matter. 

 


2. Select the email you want to move to a folder and click on the folder icon  in the top grey pane.

 

 


3. A pop-up window will appear of the folders list you can choose from. 
4. Select the folder or sub folder you wish to add the email to. 

 


5. Click Select. 
6. The email will now show in your selected folder/sub folder. 



 


Alert
Only received emails, can be moved to folders, or moved between folders. Sent emails will remain in the Sent Items folder. 

Adding Multiple Emails to Folders  


1. Select the Emails tab on the matter. 



 

2. Select the emails you want to move to a folder. 
3. The number of emails you want to move will show in the right grey pane 
4. Select Move emails to folder. 



 

You can also click on the folder icon in the top grey pane.

5. A pop-up window will appear of the folders list you can choose from. 
6. Select the folder or sub folder you wish to add the email to. 



 

7. Click Select at the bottom. 
8. The email will now show in your selected folder/sub folder. 



 

 

Moving Emails between Folders  


Once you have categorised emails into folders, you can move emails to different folders as needed.  


1. Select the Emails tab on the matter.  



 

2. Select the folder in which the email is currently located. 
3. Click on the folder icon in the top grey pane. 
4. Select the folder you wish to move the email to. 



 

5. Click Select. 
6. The email will now show in your selected folder/sub folder. 

 

 

 

  

Removing Emails from Folders  

 

If you no longer want Emails to appear in a certain folder or sub-folder, you can remove them easily.  


1. Select the Emails tab on the matter. 



 

2. Select the email you want to move out of a folder/subfolder. 
3. A pop-up window will appear of the folders list you can choose from. 
4. Select the Inbox folder. 



 

5. Click Select  
6. Your email will now show back in the Inbox. 


 

Removing Multiple Emails from Folders  


1. Select the Emails tab on the matter. 



 

2. Select the emails you want to move out of a folder/subfolder. 
3. The number of emails you want to move will show in the right grey pane. 
4. Select the Inbox folder. 


 



5. Click Select. 
6. Your emails will now show back in the Inbox. 
​

NotesImported emails can also be added to folders while being imported. See Importing Emails for more details. 

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