File Summary Page

File Summary Page


Once you have created a file, you can edit it at any time. You can change the status, add documents, add custom fields, answer file questions, add contacts, include key dates, log time, and much more.  

  1. 1. Click Files in the left pane. 

  1. 2. Select the file you want to edit and click Edit in the top grey pane. 


 

  1. 3. You will be brought to the Summary page of File Details. From here, you can toggle between the different file tabs depending on what you would like to edit. 





   1. File Summary

   2. Add and edit Key Dates

   3. Update Custom Fields

   4. View and edit Contacts

   5. Note Undertakings

   6. Set permissions for other Thread Users

   7. Perform an Audit

   8. Amend File Name

   9. Change File Code

 10. Move file to a different Category

 11. Select file Rate

 12. Change file Status (open, closed, archived)

 13. Amend file Owner

 

  1. 1. File summary: View and edit basic information of the file including the Name, Code, Category, Rate, Stage, Status, Owner, Office Location, File Location, Date Opened, Date Closed, Date Archived, Description, and Fixed Fee.

  2. 2. Key dates: You can add and edit important dates to your file in this section. 

  3. 3. Custom fields: Add custom fields that are specific to the file. You can add and edit these fields in the Custom Fields tab. 

  4. 4. Contacts: Add and remove contacts to a file. 

  5. 5. Undertakings: Add and edit undertakings on a file.

  6. 6. Permission: Give file permissions to other Thread users to Create, Read, Update, Delete, View Documents, and Edit Documents. 

  7. 7. Audit: View audits conducted within a file. 

 


Note:  You can also add a Fixed Fee, Prompt to Save Time on file, Make a file a Favourite and Follow to Receive New Email Notifications:



  1. Toggling Yes on the Fixed Fee box allows you to issue a fixed fee bill without having to add individual items to a bill.


  2. Choose to receive notification about logging time whenever you leave the file by toggling Yes on the Prompt to save time section.


  3. Toggle Yes to add file to your Favourites


  4. Toggle Yes to receive email notifications when new tasks or emails have been added to the file
 

`4. Once you are finished editing a file, make sure to click Save.


    • Related Articles

    • File Category - Admin

      All files created on Thread must have a category assigned to them. File categories dictate which file stages, key dates, contact types, and custom fields, can be used with the file. You can also add default templates to a file category, which will ...

    • Editing Key Dates on a File

      Once key dates have been created in Admin Settings, you can easily add them to your files. When a key date has been entered to a file, the file owner and the user adding the date will see it in their Outlook calendar, and receive a reminder in ...

    • Custom Fields - Admin

      With Thread, you can create custom fields that can be added to a file or contact. These fields can be viewed in file summaries and can be used when creating a template. Custom fields must be created for a category such as File - Custom, Contact - ...

    • Contact Details

      Once you have added a contact to Thread, you can update their details, add documents, link them to files, add contact relationships, answer contact questions, and more. Updating Contact Details You can update contact details at any stage after ...

    • Editing Custom Field Details on Files

      You can add custom fields to files, that are specific to a file category. For example, in a family law case, you can include custom fields such as Date of Marriage, Date of Separation, and Number of Children. Note: custom fields must be created in ...