Unassigned Emails

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.  

   A screen shot of a computer

Description automatically generated 

   

  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.  

   A screen shot of a computer

Description automatically generated 

 

  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. Click Save.  

7. 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.  

   A screen shot of a computer

Description automatically generated  

 

   3. Select the email you want to delete.  

   4. Click Delete in the top grey pane.   

A screenshot of a computer

Description automatically generated 

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: 

A screenshot of a computer

Description automatically generated 

 
Attachments in Scanned items: 

 

    • Related Articles

    • Importing Emails to Matter Emails

      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 ...
    • Sending Emails from a Matter

      From each matter in Thread, you can send an email directly to your client or other matter contacts and have replies come back directly to the matter inbox. When sending emails from a Thread Matter you are using your Microsoft account, so any email ...
    • Viewing New Emails on Matters

      You can easily view new emails on matters across Thread directly from your homepage dashboard. From this page, you can view all emails based on the matter owner and the date they were received, and search for a particular email in the search bar ...
    • Send Emails from Dedicated mailbox

      You can send emails from a dedicated mailbox for your firm (e.g. info@yourdomain.com), by editing your personal settings. 1. Click your username in the top left corner. 2. Click Personal settings. 3. Scroll down to Send email from dedicated mailbox ...
    • Send Emails From Your Own Email Address

      Ensure you are sending emails from your individual email address and not the Thread dedicated email address (yourdomain@threadsoftware.ie) by editing your personal settings. Emails sent from the dedicated email address will not appear in your sent ...