Thread Legal Cheat Sheet Templates & Custom Fields Upload Templates Easily transfer existing templates to Thread that can be used instantly. Click Create & Edit, located under Template desk. Select categories from the ...
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 ...
You can add custom fields to files, that are specific to a file category. For example, in a family law case, you can include custom fields such as Date of Marriage, Date of Separation, and Number of Children. Note: custom fields must be created in ...
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 ...
Include more information about your file by creating custom fields on Thread, and choose which file categories those fields need to show on. Custom fields added to a file category can then be included in templates for that category, so that any ...