You may want to make a contact the primary client of a file. When generating bills, the bill will automatically be assigned to the primary client of a file. You will also be able to pull reports for your client. 1. In the left pane of your Thread ...
New contacts can be easily created on Thread by using the Quick Create Button in the bottom right corner. Once you've created a contact, you can link it to a file, add important documents, answer relevant questions, and much more. 1. Click on the ...
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 ...
Thread Legal Cheat Sheet Files Create Files Build up your case management system by creating multiple files. Click the Quick Create Button in the bottom right corner & select File. Fill in file details and click Save. Link Multiple Contacts to ...
Import Contacts to Thread Click Admin Settings tab in Thread User Hub Select System: Select Import Data Choose Contact from the dropdown menu. 5. Drop or Click to locate the populated CONTACT IMPORT excel file and then click Upload: Import Files to ...