Unassigned Emails
Emails sent to and from matters on Thread have an ID that automatically links them to the matter. However, if an email is sent to the Thread dedicated email address, and it does not have a tracker ID linking it to any matter, then it will end up on the Unassigned Emails page.
Furthermore, scanned items that have been received using a configured subject line or the dedicated email address will also end up on the Unassigned Emails page. See here for more details on setting up scanning via email.
Viewing Unassigned Emails
1. Click Unassigned Emails on the left pane.
2. Click on Filter and enter a date range to view unassigned emails in the boxes shown.
3. Click on an unassigned email to view its contents.
Assigning Unassigned Emails to a Matter
You can easily assign unassigned emails to a matter on Thread, and they will become visible on the Emails tab of the matter.
1. Click Unassigned Emails on the left pane.
2. Click on Filter and enter a date range to view unassigned emails in the boxes shown.
3. Select the email you want to assign to a matter.
4. Click Assign to Matter in the top grey pane.
5. In the pop-up window that appears, choose a matter to assign it to. Search for a matter by clicking All Matters and using the search bar shown.
6. Select the matter and click Next.
7. In the window that appears, add a subject for the unassigned email, include a status for the documents, include it in a bundle if desired, and add a document type.
8. Click Save.
9. The email will appear in the Emails tab of the matter.
Deleting Unassigned Emails
1. Click Unassigned Emails on the left pane.
2. Click on Filter and enter a date range to view unassigned emails in the boxes shown.
3. Select the email you want to delete.
4. Click Delete in the top grey pane.
5. A confirmation window will appear asking you to confirm your decision. Click OK.
Emails from Scanner
Emails received from your scanner will show in Unassigned Emails tab, and the pdf attachments will show in Scanned Items page.
Email with attachments in Unassigned Emails:
Attachments in Scanned items:
Related Articles
Matter Emails - Overview
There are many benefits to working with matter emails in Thread. You can send emails directly from a matter, attaching matter documents, using an email template or snippet to quickly compile an email pulling the details from the matter. You might ...Importing Emails to a Matter Inbox
You may have had correspondence with a client or other people involved in a matter through your Outlook email account.If so, you can easily import these emails to the matter inbox on Thread. 1.Click on Matters in the left pane of your Thread page ...Matter Documents - Overview
All matter documents are easily accessible in your matter Documents tab, where they can be further edited. Here you can create new documents, add matter notes or generate documents from templates (you must have templates already set up in your ...Matter Settings
Each matter has a Settings tab where you can manage the matter's Email notifications, Permissions and view Audit logs. Email Notifications When you receive a reply to an email you sent from a matter, this email will come directly to the matter inbox, ...General Documents
Distinct from templates, the General Document tab on Thread is where frequently used documents such as ‘terms of service,’ blank forms, or ‘directions to our office’ should be stored. Documents that are added to the General Documents tab cannot be ...