Matter Documents - Overview

All matter documents are easily accessible in your matter Documents tab, where they can be further edited.

Here you can create new documents, add matter notes or Generate Documents from Templates (you must have Templates already set up in your Template Desk).

If you already have some documents on your device that you wish to add to the matter, you can do this by Uploading Documents from your computer or OneDrive.

Hover over the document name and click on preview to view the document contents at a glance or choose the clock icon to log a time entry for the document.

Right clicking a document or clicking the ellipsis (... three dots) to the right of the document, opens all the document options, such as to send by email or create tasks linked to the document.

View any modifications or edits made to a matter document, by right clicking the document, or by clicking the ellipsis then choosing Version history.

You can restore the document to its previous version and compare different versions.

Select 2 versions

Click to Compare

Copy a document to the same or different matter.

If you need to work on a document offline you can check out preventing others to make changes to it until you check in again.

Update the document status or assign it a Bundle section if you will need to include it in a Bundle.

Documents can be easily located using the search by name or filtering by user, status, bundle section or type.

Quickly sort documents by clicking on the column headings Name, Status, Modified, etc.

User choice of filters, column width, sorting or page results option applied will persist throughout all matters until changed.

Create folders to organise documents within the matter. Documents can be viewed either in List or Folders view at any time.

To view your activities list from V2, please click on the Legacy activities report in the top right corner of your Documents page.

Converting Word documents to PDF

Quickly convert any Word document in your matter to a PDF.

When in matter Documents tab, right click on the document you wish to convert and select Convert to PDF.

A PDF version of this document will automatically be created and uploaded to the matter, and you will get a notification when it has converted successfully.

Downloading documents

Download documents quickly from Thread by just right-clicking on the document or select multiple and click on Download icon on the bottom toolbar.