Including File Activities in a Bill
If you want to bill for activities that you have carried out on a file, you can do so easily in the File Activities tab. You can add the activities to an existing bill on Thread or you can create a new one.
1. Click on Files in the left pane of Thread.
2. Search for your file in the search bar provided.
3. Click on the file name. You will automatically be brought to the File Activities page, located under File Documents.
4. Select the activity you want to include in a bill and click Include in Bill in the top grey pane.
5. A pop-up window will appear. Select the bill you wish to add the activity to or click Add in the top grey pane to create a new one.
6. Click Save.
You can view all bills in the Bills tab on the left pane of your Thread page.
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