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. 

 

 

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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. 

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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) 
 

 

 

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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. 

 

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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. 

 

 

 

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Choose your preferred font when sending emails. 

 

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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 

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