There are many benefits to working with matter emails in Thread. You cansend emailsdirectly from a matter, attaching matter documents, using an email templateor snippet to quickly compile an email pulling the details from the matter.
You might also want toschedule sendan email and add a follow up task, if you need to take further action after some time.
When you receive a reply to an email you sent from the matter, this email will come directly to the matter inbox, ensuring you won't miss any correspondence, and you will be notified of new emails on matterson your dashboard.
You can choose whether you wish to be notified of new emails by toggling Yes or No on Receive new Email Notifications in the Settings tab of the matter
Create Folderenables you to easily manage and organise your emails within the matter.
Email attachments can be added to Documentswhere you can change their status, include them in a bundle, assign to users or log time spent working on them.
The email itself will always be available for you to reply to, directly from the matter within the Emails tab.
When an email attachment shows in your Documents page, you can easily preview it, or see which email it originated from in the Source column
You cancreate taskslinked to the email (assign the task to yourself, a colleague or multiple colleagues).
Emails can also be included in a bundle whenusing the bundle editor.
If you have existing emails already in your Outlook email account that you wish to have as part of your matter inbox, you canimportthem so you could reply directly from the matter. When importing, you can also choose an email folderthat you wish to have the email saved to.
You can also add internal subjects to emails for easier understanding on what each email was about, i.e. 'Email from Court re court requirements'.
If you prefer sending emails from Outlook instead, you can use the Thread for Email Outlook Add-into link emails to the matter before you send them, keeping all the conversations logged in the matter inbox once the email is sent and replies come in.
From each matter in Thread, you can send an email directly to your client or other matter contacts and have replies come back directly to the matter inbox. When sending emails from a Thread Matter you are using your Microsoft account, so any email ...
All historical emails initially found under the Activities Tab, will now be available under your Matter’s Documents List for your reference, while all emails you send or receive using the new Thread version will now be accessible under the Matter’s ...
If you have received or sent an email with an attachment, you can easily add this attachment to the Documents page of a matter. From there, you can include the attachment in a folder, edit it, log time spent working on the document, and more. 1. ...
You may have had correspondence with a client or other people involved in a matter through your Outlook email account.If so, you can easily import these emails to the matter inbox on Thread. 1.Click on Matters in the left pane of your Thread page ...
You can easily view new emails on matters across Thread directly from your homepage dashboard. From this page, you can view all emails based on the matter owner and the date they were received, and search for a particular email in the search bar ...