Thread Configuration - Full Guide

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• Admin Settings - Overview

  Admin Settings - Overview Our Admin Centre contains all your firm settings and configurations relating to Thread, including general settings, system configurations, matter settings, and integrations with other applications. We have divided all admin ...

• Undertaking Settings – Admin

  Undertaking Settings You can customise options for Undertakings in Thread to be able to choose which group and type the undertaking belongs to, and what statuses should apply. You will find all undertaking settings within the Settings cog at the ...

• Time & Billing Settings – Admin

  Our Admin Centre is accessed by clicking the settings icon on the bottom left of your menu and contains all your firm settings and configurations relating to Thread, including general settings, matter settings, system configurations, team management, ...

• Cheat Sheet - Personal Configuration

  Thread Legal Cheat Sheet   Personal Configuration Set Your Email Signature  Configure your personal email signature. In Personal Settings, use the Email signature box to set how you want your signature to show on emails you send from Thread. Send ...

• Custom Fields - Admin

  With Thread, you can create custom fields that can be added to a matter or contact. These fields can be viewed in matter summaries and can be used when creating a template. Custom fields must be created for a category such as Matter - Custom, Contact ...