Thread Release Notes 4th April 2025

Pinning Documents 

Pin any document(s) to the top of your Documents page by right click or using three dots menu on a document, then choose Pin under Additional actions. 

Follow same steps to unpin a document.

Pinned documents will show in a green highlighted row at the top of the first page irrespective of any column sorting applied.

In Folder view, pinned documents will show at the top of the page above any folders, with folder contents showing underneath.

Using Search or Filter will also apply to pinned documents, and they will not show if search/filter conditions are not met.

Multi-assign Document reviews

Select multiple documents in a matter, and assign to user(s) for review at once:

Select up to 20 documents at a time. Selected documents cannot have existing open document review tasks.

Task Title - Document review tasks will be created with task subject Review: [Document Name] - Document name will be auto-populated with the selected document name on each task. Should you choose to edit the task title, the edited title will apply to all document review tasks created.

All other task options will apply to all document review tasks created - task status, document status, assignees, priority, stage and description.

When assigning to multiple users, each document review task will be assigned to all those users. (E.g. If 3 documents were assigned to Mary and Joe, 3 document review tasks will be created and all 3 will be assigned to both Mary and Joe.)

You can also tick 'Create multiple tasks' if you would prefer that each assignee has a separate document review task from other assignees. (E.g. If 'Create multiple tasks' is ticked, Mary will have her 3 document review tasks, and Joe will have his 3 document review tasks with total 6 tasks being created.)

To find out more, go to Document Review.

Email Updates

1. Email attachments moved to top of the email.

1. Email font size updated to default 12pt.
   
2. 'Reply All' always displays any recipients in 'Cc'
   

Other updates

1. Custom fields tab increased field length to full page.
   
2. Reports parameter 'From' date fixed to pull from correct selected date.
   

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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