Setting up Email Preferences

There are a number of settings you can do to adjust sending emails in Thread to your preferences. These can all be found by going to your initials/avatar in the top left and selecting Personal Settings. 

 

 

---

Firstly, ensure you have your personal Email Signature set up. 

 

1. Click the paper icon  next to Email signature to use your company email signature. 

2. Use all available formatting tools to adjust your signature. 

3. To add an image, click the image icon to upload it from your device. 

---

If you need to send emails from your shared company email address (e.g. info@ or reception@), and this address was set up as your Thread dedicated email, toggle Yes to send emails from dedicated mailbox.  

*(If you are unsure if this email address was set up as Thread dedicated mailbox, check with an admin user in your company or see here for more details) 
 

 

 

---

To ensure all document attachments you send by email are  converted to a PDF document by default, have this toggled on in your personal settings.  

 

You will always be able to untick the convert option if needed on each attachment, and vice versa. 

 

---

Choose your preferred default email subject option when sending emails from a matter. This will auto-populate the email subject, however you can always manually edit the subject as needed. 

 

 

---

Choose your preferred font when sending emails. 

 

---

All other email options can be found under Emails tab in a matter. 

 
 

 

You're all set to start emailing from Thread! Find more guidance on managing emails in Thread here: Matter Emails - Overview 

• Related Articles

• Email Signature

  Your email signature in Thread can be applied to all emails sent through Thread. Administrators should set up a Global Email Signature for the firm that users can then apply and edit to include their personal contact information. See: Configuring a ...

• Send Emails From Your Own Email Address

  Ensure you are sending emails from your individual email address and not the Thread dedicated email address (yourdomain@threadsoftware.ie) by editing your personal settings. Emails sent from the dedicated email address will not appear in your sent ...

• Unassigned Emails

  Emails sent to and from matters on Thread have an ID that automatically links them to the matter. However, if an email is sent to the Thread dedicated email address, and it does not have a tracker ID linking it to any matter, then it will end up on ...

• Navigating the Thread for Email Outlook add-in

  The Thread for Email Outlook add-in helps users link their emails and attachments to Thread matters directly within Outlook to make it easier to manage and organize email correspondence and documents. In Thread, click on My Mail tab, or open the ...

• Viewing Historic Emails in Matter Documents

  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 ...