Uploading Documents to Matters

Uploading Documents to Matters

1. Click on Mattersin the left pane of Thread and go to the desired matter.   
   

2. Go to the Documents tab on the top pane. 




3. Click the drop-down arrow and select Upload from computer to upload a document. 


Or drag and drop a document from your desktop to the documents list. 



NotesThe document must be less than 2000 MB to upload.  


4. When finished, click Upload 

5. The document will appear in the matter Documents page, where you can edit it at any time. 


InfoIf you need to upload documents to a folder in a matter, Click the Folders button in
the Documents page, select the folder where you want to add the document then drag and
drop the documents in that page and click Upload


IdeaClick here to find out how to import documents from a OneDrive folder. 


    • Related Articles

    • 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 ...
    • Copying Matter Documents

      With Thread, you can easily copy documents across different matters and make copies of a document within the same matter.  Copying Documents Across Matters If you want to copy a matter document to another matter on Thread, you can copy it directly ...
    • Uploading Scanned Items directly to Matters

      1. First locate the scanned folder on your device e.g. (C:) drive or (P:) drive 2. Select View then Preview pane (to ensure that you can see a preview of your scanned items) You can also click Show and select Use check boxes to make selecting ...
    • Viewing Matter Documents by Type

      In the Documents tab, you can filter items based on the type. This way, you can view all matter notes or scanned documents within a matter, for example.  1. Click on Matters in the left pane of Thread.  2. Search for your matter in the search bar ...
    • Column Options on Matter Documents Page

      With the column options in a matter documents page, you can amend, add or remove columns depending on what is most relevant to you. Amending Columns for Matter Documents Page 1. Click Matters on the left pane of Thread and click the matter name. 2. ...