Undertakings
Adding Undertakings
With Thread, you can add ‘given’ and ‘received’ undertakings and link them to files.
1. Click Undertakings in the left pane of Thread.
2. In the top grey pane, click Add.
3. A pop-up window will appear for you to fill out details of the undertaking. You can link it to a file, include a type, a group, status, and more.
4. Click Save.
Editing Undertakings
You can edit the details or change the status of an undertaking at any stage.
1. Click Undertakings in the left pane of Thread.
2. Select the undertaking you want to edit and click Edit in the top grey pane.
3. A pop-up window will appear. You can edit the undertaking to change the status, the group, type, and add the actual date of discharge.
4. Click Save.
Deleting Undertakings
If for some reason, you need to delete an undertaking from Thread you can do this easily.
Note: Only delete an undertaking if you no longer want it to appear on Thread. You can change the status of an undertaking by editing it.
1. Click Undertakings in the left pane of Thread.
2. Select the undertaking you want to edit and click Delete in the top grey pane.
3. A confirmation will appear asking you to confirm your decision.
4. Click OK.
Related Articles
File Summary Page
Once you have created a file, you can edit it at any time. You can change the status, add documents, add custom fields, answer file questions, add contacts, include key dates, log time, and much more. 1. Click Files in the left pane. 2. Select the ...Undertaking Types - Admin
Categorise undertakings added to Thread by assigning them a type. Undertaking types must first be configured in Admin Settings before they can be added to Thread. Adding Undertaking Types 1. Click Admin Settings, under User Hub. 2. Click the Files ...Admin Centre
Our Admin Centre contains all settings and configurations relating to Thread, including general settings, system configurations, file settings, and integrations with other applications. We have divided all admin settings into separate tabs, based on ...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 ...Editing Files
Once you have created a file, you can edit it at any time. You can change the status, add documents, add custom fields, answer file questions, add contacts, include key dates, log time, and much more. 1. Click Files in the left pane. 2. Select the ...