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 multiple items easier. 

Tip: Rename the documents as you would like them to appear in Documents when you bring them over to Thread. 

3. In Thread, open the matter where you wish to upload your scanned document(s) under the Documents tab. 

4. Drag/drop the documents from your scanned folder directly into the matter and Upload: 

If you would like the uploaded scanned item to also show in Document review: 

​

Once the documents are in the Documents, you can select them and click Assignee on the right side. A pop-up window will appear.  

Change the document status to relevant one by using the drop-down box, choose the user who should be assigned to review the document and fill in other fields then click Save.  

The scanned item(s) will also now appear in Document review located under To-do list. 

• Related Articles

• Scanned Items

  Thread allows you to upload scanned items and assign them to matters, users, and contacts. Scanned documents can be viewed in the Scanned Items tab of your Thread page.   You can also have the scanned items sync automatically from your scanner by ...

• Uploading Documents to Matters

  1. Click on Matters in 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 ...

• 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 ...

• 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 ...

• Pinned Matters

  Pinning a matter allows you to pin it to your homepage dashboard and the global search window, where you can access it quickly and easily.  Pin a Matter from the Matters list 1. Click Matters on the left pane.  2. Search for the matter you want to ...