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

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  1. Sign in using the Global Administrator login details for the Microsoft 365 tenant.  

  1. You will be asked to accept permissions, click Accept.


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  2. Fill out contact details and click Install. 

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

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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 the Settings tab at the bottom part of your Thread panel.

 


Click the System tab.



Look for the App Consent in the drop down menu and click it.


  1. For first time Thread users, you will see Approve button right next to the icons of the Apps that needs consent.
    (it shows Reapprove only if it requires to be reapproved for existing users)




Whenever you'll click approve, it will ask to pick the Global Admin account and accept permissions. Pick account and click Accept.

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  1. Once all the buttons shows Approved, it's now time to click on the next button "Verify". If all the buttons have checkmarks right beside it,
    this completes the process of allowing App Consent.



Next, click on the General Tab. 

 
Choose the Commons tab from the drop down.
This will bring you to a page where you can start typing your licensed email address (ie: info@) in the Dedicated Email field. 
Click verify and save afterwards.



  




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. To do this, click on Team Management tab.



  

  1. Choose Users in the drop down option then look for the "Import New User button" at the top left part of the page and add the necessary user for Thread.

     

  2. The Import a User from Office 365 tab will appear. Fill in all necessary details.

  3. Now start typing the name of the user that needs to be added to Thread.

    (If more than one user appears after searching, select the rightful user you want to add.)

  4. 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, follow the below email content.

Subject :  Thread test - Please ignore
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 if sent successfully.



 


Deploying Thread Office Addin Apps from the Microsoft 365 Admin Centre


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