General Documents

General Documents

Distinct from templates, the General Document tab on Thread is where frequently used documents such as ‘terms of service,’ blank forms, or ‘directions to our office’ should be stored. Documents that are added to the General Documents tab cannot be populated with client or file details, and as such should not be coded using the template designer. 

Note:  Having too many documents in this tab can start to cause a backlog on Thread. Try not to have more than 250 documents here. 

Uploading General Documents 

  1. 1. Go to the General Document tab. 

 

  1. 2. Drag and drop documents to the box or click the box shown and upload documents from your desktop. 

 

      Note: Documents must be less than 300MB in size.
  1. 3. Click Upload. 

Renaming General Documents 

Once you have uploaded some standard firm documents or blank forms to the General Document tab, you can easily rename them. 

  1. 1. Go to the General Document tab. 

 

  1. 2. Select the document you want to rename and click Rename on the top pane. 

 

  1. 3. Type a new name and click Rename. 

 

Using General Documents 

General documents can be used in the File Emails section. To add general documents to an email: 

  1. 1. Go to the Emails tab of a file. 

 

  1. 2. Click New to create a new email. 

 

  1. 3. On the top pane, click Attach documents. 

 

  1. 4. A pop-up window will appear. Click the General tab to see general documents. 

 

  1. 5. Select a document and click Import. 


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