All matters created on Thread must have a category assigned to them. Matter categories dictate which matter stages, key dates, contact types, and custom fields, can be used with the matter. You can also add default templates to a matter category, ...
All templates used on Thread must be coded correctly using the Thread Template Designer add-in for Word. For instructions on downloading the add-in, see Installing Thread Add-ins. You can use an existing template or create a new Word document and ...
With Thread, you can easily produce a record of Matters opened, closed or archived within a particular date range. If needed, you can then print this report directly from Thread. Viewing and Exporting Matter Status Changes Report 1. Click the Reports ...
Each matter has a Settings tab where you can manage the matter's Email notifications, Permissions and view Audit logs. Email Notifications When you receive a reply to an email you sent from a matter, this email will come directly to the matter inbox, ...
The matter code patterns section on Thread allows you to choose the pattern of how your matters are displayed. You can add patterns or separators that are specific to your firm. For example, a matter that has the matter code pattern ...