Uploading Templates

With Thread, you can easily upload, edit, and use your existing legal templates.

 

1.      Go to the left side panel on your homepage and click on Create & Edit (located in the Template Desk section). 

2.      Select the file category you want to upload your templates to from the drop-down menu

           

            Category refers to the different areas of law of a legal office or user practices. A category must be set for all files that are opened in Thread. For example: family law, conveyancing, immigration, marketing, etc.             It is possible for you to create your own categories too, should you need to.

3.      Browse for your templates or drag and drop them to the following section of the screen:

          

The size of your documents must be smaller than 300 MB and they must have one of the following extensions:  .docx, .doc, .xlsx, .xls or .pdf

      The template's name appears in the upload area.

4.      Click Upload.

5.      Confirm that you want to upload your templates to the selected category by clicking OK.

 After you have uploaded your Templates to Thread, you can populate them with custom and predefined fields by adding and using the Thread Template Designer add-in.

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To find out more about templates, go to Templates/Precedents - Overview.

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