File Documents - Overview

File Documents - Overview

It is important to have all file documents in one place, where they can be easily accessed and edited.

Create new documents, or use templates to generate documents from templates (you must have templates already set up in your Template Desk).

If you already have some documents on your device that you wish to add to the file, you can do this by uploading documents using the Drop or click box.

You can view any modifications or edits made to a file document from the Activities page, by choosing Document History from the top grey pane. You can also restore a document to its previous version and compare different versions.


You can also copy a document within the same file, or make a copy of the documents across different files. 

Converting Word documents to PDF

Quickly convert any Word document in your file to a PDF.

When in file Activities page, right click on the document you wish to convert and select Convert to PDF.

A PDF version of this document will automatically be created and uploaded to the file, and you will get a notification when it has converted successfully.

    • Related Articles

    • Import documents from OneDrive folder

      If you have documents within your OneDrive that you wish to add to a file, you can easily do this by using the Import -> From OneDrive. Once you click this, a pop-up window will open with your OneDrive folders, where you can locate the documents you ...
    • Copying File Documents

      With Thread, you can easily copy documents across different files, and make copies of a document within the same file.  Copying Documents Across Files  If you want to copy a file document to another file on Thread, you can copy it directly from one ...
    • Generating Documents From Templates

      Once you have installed the Thread Template Designer, and have created some templates to be used on Thread, you can easily generate documents directly from a file. You can choose to send one copy of the document per recipient or generate a document ...
    • Uploading Documents to Files

      1. Click Files in the left pane of Thread. 2. Search for the file you want to add documents to by using the search bar provided. 3. Click the file name. 4. Go to the Activity tab under File Documents. 5. Drag and drop a document from your desktop or ...
    • File Emails - Overview

      There are many benefits to working with file emails in Thread. You can send emails directly from a file, attaching file documents, using an email template to quickly compile an email pulling the details from the file. You might also want to schedule ...