Thread Configuration - Full Guide

Thread Configuration - Full Guide




THREAD SOFTWARE – ALL TOGETHER NOW 



Thread Legal 

Configuration Guide



Find links below for how-to articles on different areas you can configure in Thread, or watch short videos in this guide to get started.

Table of contents:




Time and Billing Settings











Users and Role Management

Branding your Thread







File Categories Settings

















Personal Configuration





June 2023                                      threadsoftware.com

    • Related Articles

    • Thread Starter Pack

      THREAD SOFTWARE – ALL TOGETHER NOW Thread Legal User Guide Personal Customisation 1. Customising Your Dashboard 2. Setting Your Thread Email Signature 3. Converting Email Attachments to PDF 4. Hiding Activity Log Items 5. Send Emails From Your Own ...
    • 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 ...
    • Thread Assist

      Thread Assist is available 24/7 on your Thread for quick guidance while you work. It has a wealth of knowledge at the click of a button and is your main go-to for any queries on how to use Thread functionalities.   Whatever you need help with, Thread ...
    • Cheat Sheet - Admin Configuration

      Thread Legal Cheat Sheet Admin Configuration Add Employees to Thread Ensure to add all firm members using Thread to the application. Click User Management and click Add. Enter the new user’s details for Thread. Ensure Consistent Billing Set up a ...
    • 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 ...