Personal Settings

Personal Settings

Configure your Thread according to your preferences by customising your Personal Settings. 
 
 
From your Thread Dashboard in the left panel click on your initials/profile photo/avatar and select Personal Settings. 
 
 
 

Set Your Email Signature  

 
Configure your personal email signature in Personal Settings. Under the General tab click on the Email signature ‘paste’ icon to pull the email signature set by your firm, and then further customise how you want your signature to show on emails you send from Thread. 
 
 
 

Send Direct Emails   

Ensure you are sending emails from your own work email, and not the Thread shared email.  
In Personal Settings, under Send email from shared mailbox, keep toggle on No.   
 
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Choose Time Recording mode   

 
Choose your time recording mode to either Automatically record time spent working on matter items, so you don’t have to worry about forgetting to track your time, or select Manually to only start timer when you choose to. You can also switch time recording Off to hide all timers and prompts, and you can add new time record entries where needed.
 
 
 

Personalise Your Homepage 

Choose what appears on your dashboard so that it’s tailored to suit your needs. In Personal Settings, under Dashboard details, move elements and toggle boxes On or Off.   


Keep Document Format Consistent  

 
Automatically convert email attachments to PDFs, to save time & ensure consistency. In Personal Settings, toggle the Convert to .pdf when sending attachments by email box to Yes. 
 
 

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