Pinning Documents

Pin any document(s) to the top of your Documents page by right click or using three dots menu on a document, then choose Pin under Additional actions. 

Follow same steps to unpin a document.

Pinned documents will show in a green highlighted row at the top of the first page irrespective of any column sorting applied.

In Folder view, pinned documents will show at the top of the page above any folders, with folder contents showing underneath.

Using Search or Filter will also apply to pinned documents, and they will not show if search/filter conditions are not met.

Learn more about matter documents.

• Related Articles

• Pinned Matters

  Pinning a matter allows you to pin it to your homepage dashboard and the global search window, where you can access it quickly and easily.  Pin a Matter from the Matters list 1. Click Matters on the left pane.  2. Search for the matter you want to ...

• Matter Overview Page

  Once you have created a matter, you can edit it at any time. You can change the status, add documents, add custom fields, answer matter questions, add contacts, include key dates, log time, and much more. 1. Click Matters in the left pane. 2. Search ...

• Contact Documents

  You may need to add documents, such as a passport, medical records, or a driver’s license to a contact on Thread. This can be done at any stage through the Contacts tab.  Uploading Contact Documents 1. Click Contacts, located in the left pane of your ...

• General Documents

  Distinct from templates, the General Document tab on Thread is where frequently used documents such as ‘terms of service,’ blank forms, or ‘directions to our office’ should be stored. Documents that are added to the General Documents tab cannot be ...

• Uploading Documents to Matters

  1. Click on Matters in the left pane of Thread and go to the desired matter.      2. Go to the Documents tab on the top pane. 3. Click the drop-down arrow and select Upload from computer to upload a document. Or drag and drop a document from your ...