Provisioning Thread Legal

Provisioning Thread Legal



Requirements Before Starting

1. A Global Administrator login for the Microsoft 365 tenant. 
2. List of Thread user email addresses (all users require Microsoft Business licence).
3. Create a shared mailbox called thread@clientdomainname that all relevant users have access to; or create an “Exchange Online Plan 1” licensed Microsoft user - thread@clientdomainname. This will be used as the dedicated email address within the instructions. 
4. Create an unlicensed Microsoft User - threadadmin@clientdomainname - for the Thread team's use. This does not require a Microsoft license. (only in case of migration)

Provisioning Thread Legal 

  1. Go to https://app.thread.legal/admin/signup 
  1. Click Get Thread. 

Graphical user interface, applicationDescription automatically generated 

  1. Sign in using the Global Administrator login details for the Microsoft 365 tenant.  
  1. You will be asked to accept permissions, click Accept.

TextDescription automatically generated with medium confidence

  1. Fill out contact details and click Install. 

Graphical user interface, text, application, emailDescription automatically generated


  1. Continue to the next step while Thread is installing.

Graphical user interface, text, application, emailDescription automatically generated



Setting up Mail flow rule

Log in to the Microsoft 365 Admin center portal https://admin.microsoft.com 

In the left pane, click Exchange under the Admin section. 





Click Mail flow. 



Under the rules tab, click the + button and click Create a new rule. 

 

The transport rule window will be displayed.

 

In the Name field, enter Thread Mail Flow. 


For Apply this rule if, click The sender is external/internal and choose – Outside the organisation. (In-house legal teams may want to skip this step, if they would like emails from other individuals within the organisation to be included in the mailflow).




Click + to Add condition. 



In the box under And… select ‘The subject or body - choose subject or body includes any of these words’ and type ‘This Thread Request ID is used to track application communication’. Click the 'Add' button'. 

Select the phrase and click 'Save'.



Under Do the following… choose ‘Add recipients... to the BCC box’ and select the dedicated email address (thread@domainname).  



Under Except if… select ‘The sender... is this person’ and select the dedicated email address.

Then add + another Or… Except If... ‘The Recipient... is this person’ and select the dedicated email address.  

Click Next. 



Once the rule is added, make sure to enable it. In the rules, click on the rule you created, and toggle to Enabled. Wait for the rule to update.

 

Setting up Thread Email Functionality 

Once Thread is installed, log on to Thread using the Global Administrator details. 

Click Admin Settings in the left pane of Thread. 

Graphical user interface, text, applicationDescription automatically generated 

Click the System tab. 

Graphical user interface, applicationDescription automatically generated


Click App Consent in the left pane and click Approve for each application. After consent click Verify to make sure is successful.

 Graphical user interface, application, TeamsDescription automatically generated


Each approve will ask to pick the Global Admin account and accept permissions. Pick account and click Accept.

Graphical user interface, text, applicationDescription automatically generated    


TextDescription automatically generated


Then click the General Tab. 

Graphical user interface, applicationDescription automatically generated 

Go to Dedicated Email under the Commons tab.  



Enter the licensed email address into the Dedicated Email field and click Verify & Save. 



Adding Users 

Once the above steps have been completed, you can add new users to your Thread account. New users must already exist on your company’s database, have a Microsoft 365 account, and have an appropriate Microsoft 365 license.  

  1. Under the User Hub tab in the left pane, click User Management.  

Graphical user interface, text, application, chat or text messageDescription automatically generated  

  1. Click Add in the top grey pane.   

Graphical user interface, applicationDescription automatically generated  

  1. The Import a User from Office 365 tab will appear. Fill in all details.    A picture containing graphical user interfaceDescription automatically generated 
  2. If more than one user appears after searching, select the user you want to add to Thread.   
  3. Click Save to add the new user.  


Test the Mail flow

To test that setting up the email functionality has worked: 

Send an email to an individual who has been added to Thread, with the subject 'Thread test - Please ignore' and the following pasted into the body of the email: 'This Thread Request ID is used to track application communication:'. The email should appear in the Unassigned Emails tab of Thread. 


Graphical user interface, applicationDescription automatically generated 


Deploying Thread Office Addin Apps from the Microsoft 365 Admin Centre


1.  Login to the Office 365 Admin Centre - https://admin.microsoft.com/

2. On the Admin Page Click on the Settings Option in the Left Menu 


3. Click the Integrated Apps menu Item in the drop down menu


4. Click the Get Apps as highlighted below


5. Search the App store for Thread - Click the Get it Now button on the Addin you require. 


6. Who to Deploy To
A) Decide if you are going to do a test deployment or not (For these addins it is generally unnecessary)
B) Decide who you are going to deploy this to.
            If you have a lot of users who will not use Thread we recommend creating a User Group for Thread Users and only deploying to that group
            If the business is small and all users will use Thread then you can deploy to Entire Organisation.
            For the Template Designer we do recommend you create a group and only deploy to that group as only certain staff should be allowed to code templates.
C) Once you have made your selections Click Next

7.  On the "Accept Permissions Request" page just click Next 
8. On the "Review and Finish Deployment" Page just click Finish Deployment
9. Once you complete Step 8 you will see your Deployment In Progress... for smaller environments this will complete quickly for larger it may take time.
It may take up to 6 hours after deployment before the application appears in the User's desktop / Web applications.
Click Done to finish the installation. 



Final Notes
You should now see the application in the list of deployed applications
Simply click on the Application to see the settings and also to make modifications.

If you wish to remove the application, you will see the option "Remove App" on the Overview page under Actions. (Click on the Application to get this Menu)



Checking Sharepoint storage size and limits 

The amount of SharePoint space an organization has is based on number of licenses. 

  1. Go to Active sites in the SharePoint admin center, and sign in with a MS Global Admin account.

  2. In the upper right of the page, see the amount of storage available and the total storage for your subscription. (If an organization has configured Multi-Geo in Microsoft 365, you can point to the bar to see the amount of storage used in the current geo location and all other geo locations.)

    Storage bar on the Active sites page

  3. Go to Settings in the SharePoint admin center, and select Site storage limits.

  4. If the site storage limits is set to Automatic, there's nothing else to do.

  5. If the site storage limits is set to Manual, in the left column menu, select Active sites, and click Thread Legal site.

  6. On the General tab, under Storage limit, select Edit to open the edit storage limit panel.

    Changing the storage limit for a site

  7. Enter the maximum storage 500GB for the site.

  8. Make sure Notifications is turned on to send an email to site admins when the site approaches the storage limit. Then, enter a value as a percent for how full you want the storage to be when the email is sent.

  9. Select Save.

 

Troubleshooting


If the Thread installation gives an error for Adding users to the Sharepoint site:



1. Check that the Thread Legal Sharepoint site is created and showing - Active sites in the SharePoint admin center


2. Click on the site to open it. Once in the site, click the gear icon at the top right corner and select 'Site settings':


3. Click on 'Site Permissions'


4. Click on 'Create Group'


5. Type in the name of the group 'Thread Legal Members' and choose permission level 'Full Control', then click 'Create' at the bottom right.





6. Once the group is created, click New to invite users to the group.


7. You should now be able to add users to Thread. You can also re-run the installation by going to the signup link, and the error should be cleared.




If the following error occurs:

    • Related Articles

    • Accessing Thread Legal

      Getting logged into Thread Legal 1. Go to https://app.thread.legal/ or our website https://www.threadsoftware.com/ and click Login in the top right corner: 2. You will be prompted to enter your MS365 credentials (or Pick an account and click ...

    • Installing Thread Add-ins

      Thread offers two add-ins for users: Word Template Designer and Outlook add-in. With the Template Designer, users can create templates and pull client information from Thread, creating client forms and letters with ease. Our Outlook add-in allows ...

    • Thread Legal Webinars

      Want to know more about Thread? Join us on our regular webinars where we present new features, explore various Thread functionalities and use case examples to showcase multiple ways to utilise all that Thread has to offer. You will also find some ...

    • Uninstalling Thread Email Office Outlook Extension

      Do you need to uninstall your Thread Email extension because of an upgraded version, or for other related reasons? Follow the instructions below to successfully uninstall the Outlook extension. From your Outlook app: 1. Go to your Outlook app. 2. ...

    • Thread Dedicated Email

      To enable Thread's email functionality, there is an email address in the backend of Thread which is called Thread Dedicated Email. This email account is usually created for this purpose only and requires an Exchange Online Plan 1 Microsoft licence ...