Using Custom Fields on Templates

Using Custom Fields on Templates

Include more information about your matter by creating custom fields on Thread and choose which matter categories those fields need to show on. Custom fields added to a matter category can then be included in templates for that category, so that any information you added to the matter can automatically populate on a document when you generate those templates in a matter. 


NotesIf you want to include existing custom fields in a matter category, you can edit the custom field or edit the matter category to include those fields. 

To use those custom fields on a template, you need to first create / upload templates to that category in the Template Desk. 

e.g. to use Custom Fields on templates for Family Law matters, those templates must be saved under 'Family Law' in Template Desk: 


Warning

Make sure to unselect 'Global' from the dropdown list so you are only looking at templates for that specific matter category. 



 
When you open any template in that category, the fields in the Template Designer will show you any relevant fields for this category, and you can include them in the template: 


 


 
 



IdeaTo learn more about coding templates, go to Using the Template Designer.

    • Related Articles

    • Using the Template Designer

      All templates used on Thread must be coded correctly using the Thread Template Designer add-in for Word. For instructions on downloading the add-in, see Installing Thread Add-ins. You can use an existing template or create a new Word document and ...
    • Templates/Precedents - Overview

      Templates are a key feature of Thread that you can set up to most effectively utilise the application. Templates are used for documents, bills, bundles, or emails, and can be created to be used across all matter categories on Thread. Setting up ...
    • Custom Fields - Admin

      With Thread, you can create custom fields that can be added to a matter or contact. These fields can be viewed in matter summaries and can be used when creating a template. Custom fields must be created for a category such as Matter - Custom, Contact ...
    • Uploading Templates

      With Thread, you can easily upload, edit, and use your existing legal templates. 1. Click the Settings - cog icon (⚙) on the left side panel of your homepage. 2. Click on Create & Edit under Template Desk section. 3. Select the matter category you ...
    • Editing Custom Field Details on Matters

      You can add custom fields to matters, that are specific to a matter category. For example, in a family law case, you can include custom fields such as Date of Marriage, Date of Separation, and Number of Children.  Custom fields must be created ...