Thread Starter Pack

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 Email Address

6. Default Email Subject

7. Changing Time Format

8. Opening Documents Method

9. Installing Thread Add-ins

File Activities

1. Adding Files

2. Adding Main Clients to Files

3. Linking Contacts to Files

4. File Documents

5. Generating Documents From Templates

6. Uploading Documents to Files

7. Copying File Documents

8. Creating Alerts

9. Working with File Activities

Working With File Summary

1. Editing Files

2. Adding Files to Favourites

3. Following and Unfollowing Files

4. Adding Custom Fields to Files

5. Key Dates on Files

6. Sharing File Summary Information with External Users

7. Closing and Archiving Files

6. Undertakings

Phone Messages, Appointments & Tasks. 54

1. Phone Messages

2. Appointments

3. Adding Tasks

4. Viewing Tasks

Working With Emails

2. Adding Email Attachments to File Activities Page

3. Email Templates

4. Attaching Thread Documents to Outlook Emails

5. Sending Emails on Outlook to Thread Contacts

Reporting

1. Searching for files & exporting file list

2. Viewing Key Dates

3. Time Reports

4. Task Reports

Contacts

1. Adding and Deleting Contacts

2. Contact Details

3. Contact Documents

5. Wills

Scanning, Pending Docs and Collaborating

1. Scanned Items

2. Pending Docs

3. Collaborating on Documents

4. Restoring Previous Versions of Documents

5. Mark Items for Attention

Tracking Time

1. Logging Time (Quick Create)

2. Time History

3. Exporting Time on Files

4. Thread Timer

Expenses, Billing & Financials. 113

3. Global Billing

5. Financials/Accounts

6. Requisitions

7. Accounting Software Integration

Bundles & Templates. 125

2. Templates/Precedents - All you need to know

3. General Documents

Contacting Thread Support 144

November 2022 threadsoftware.com

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