Thread Release Notes 3rd June 2025

Thread Release Notes 3rd June 2025

Internal Email Subject

Enter an internal subject for any email within the matter Emails tab to help you organise and label emails within a matter.

Choose your preferred view (Original, Internal or Both), and edit internal subject wherever you can preview the email.

Switch between Original or Internal subject when adding the email to a bundle, and edit the email internal title directly from the bundle.

Go to Internal email subject for more details.

Create Task via Outlook add-in

When saving emails to a matter using Outlook add-in, you can now create tasks for that email and/or attachments directly from the add-in. This way you can easily assign this email or any of the documents to another user to action.

Choose the task item(s) - email and/or selected attached documents, who should the task be assigned to, when it is due, and if you would like this created as Standard task (To Do/Tasks page) or Document Review task (To Do/Document review page). A task will be created for each task item individually, and all selected users will be assigned to each task.

Go to Create Task via Outlook add-in to learn more.

Document Review Updates

Your document review page has received powerful updates allowing you to manage and complete your tasks even faster. Edit the document or task properties directly from the page without opening the task, or even multiple at the same time. Set your preferred columns to view and their order, and filter tasks by document status or type, or even source (Emails or Documents tab).

Go to Document Reviews to learn more.

Other updates

  1. Matter Documents page - user customisation remembered - any filters applied, column sorting and width, or page results selection will be retained across matters for each user, until changed. 

  1. Preview Templates - When generating documents from templates, using email templates or choosing bundle cover templates, you can now preview the template before using it to ensure you are selecting the correct template you need. 




  1. Disable option for Document type & Key dates - disable the types you no longer need to use for a more focused experience when selecting a document type, or creating new key dates.

  1. Financial permissions within matter updated to not show the Overview or Settings page of Financial tab in a matter if the user does not have access to at least one of the financial fields

  1. Search task using description field content
   

  1. Using Outlook add-in while drafting an email now allows you to attach multiple documents with same name. Once the document is attached, it will be renamed in the email attachment with a number added at the end (e.g. Document_(1))


  1. Current day & Current week added to filters for Time history

  1. Bug fix: Task not showing in the matter when grouped by stage if task created via template workflow
  2. Bug fix: Error moving emails to documents experienced by some users
  3. Bug fix: Vault still showing on menu giving 404 error when user has no permissions to view Wills/Deeds/Undertakings (now removed from menu)
  4. Bug fix: Settings menu jumping back to General

Notes
Please contact support@threadsoftware.com for any questions or assistance.
Find more exciting features coming in next phases of the release on Thread product ideas page, where you can also vote for existing ideas or submit your suggestions.


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