Cheat Sheet - File Emails
Thread Legal Cheat Sheet File Emails Stay Connected Send emails directly from a file on Thread to clients or other people working on the file. On the File Documents page, click Emails then New. Use email template to send standardised emails. Attach ...
Setting up Email Preferences
There are a number of settings you can do to adjust sending emails in Thread to your preferences. These can all be found by going to your initials in the top right corner of the screen and then Personal Settings. Firstly, ensure you have your ...
Adding Email Attachments to File Activities Page
If you have received or sent an email with an attachment, you can easily add this attachment to the Activities page of a file. From here, you can include the attachment in a bill, group activity, edit it, log time for the activity, and more. 1. ...
Hiding Activity Log Items
Activity Logs are lists of activities automatically created by Thread when you perform certain tasks, for example, sending emails, or adding payments. These may not be important for you to view, and you have the option to see them or hide them. ...
Sending Email Record - How to show your sent email on activities page
There are two default email record settings on Thread that can be changed by editing your Personal Settings: 1. Activity Log. 2. Eml file. To change these settings, do the following: Activity Log Setting 1. Click your username in the top right ...