Filecode Patterns - Admin
The filecode patterns section on Thread allows you to choose the pattern of how your files are displayed. You can add patterns or separators that are specific to your firm. For example, a file that has the filecode pattern [year][counter][category] would have a filecode resembling 2022/1/Con. You can choose any of the existing patterns in Thread and make it your default, or add a new filecode pattern.
Adding Filecode Pattern
1. Click Admin Settings on the left pane of Thread.
2. Click the General tab.
3. Select Filecode Pattern from the menu on the left.
4. In the top grey pane, click Add.
5. A pop-up window will appear. Create a filecode pattern by using the options shown in the pop-up.
6. For the First Field of the code, choose:
File owner.
Category.
Contact Company.
Contact Surname.
Year.
7. For the Second Field of the code, choose from the same options as above.
8. For the Third Field of the code, choose to have none or one of the options above.
9. For the Counter Type, choose to have:
File count – a sequential number based on the number of files made globally on Thread.
Contact file count – a sequential number based on the number of files made for that specific contact.
10. For the Counter Type Length, choose the number of digits you want the counter type to have. E.g., if the Counter Type Length is 3, and your file is the 100th on Thread, it will appear resembling KAT/FAM/100.
11. For the Default section, toggle Yes to set this pattern as the standard across all Thread files.
Note: You must have one filecode pattern set as default.
12. For the Separator section, choose the separator to use between fields.
13. The Allow Refresh button allows you to refresh a filecode.
14. When finished, click Save.
Editing Filecode Pattern
Once you have created a filecode pattern, you can edit it at any time in the Admin Centre.
1. Click Admin Settings on the left pane of Thread.
2. Click the General tab.
3. Select Filecode Pattern from the menu on the left.
4. Select the filecode you want to edit and click Edit in the top grey pane.
5. A pop-up window will appear for you to edit the filecode.
6. When finished, click Save.
Setting your Default Filecode Pattern
Once you have chosen a filecode pattern you would like to use, in the Admin Centre you can select it to be your default pattern for all files.
2. Click the General tab.
3. Select Filecode Pattern from the menu on the left.
4. Select the filecode you want to set as your default and click Edit in the top grey pane.
5. A pop-up window will appear, where you can toggle Yes to set this as the pattern you want to use across all Thread files.
6. Click Save.
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