Using Global Search

Using Global Search

You can quickly access your Recent searches, Pinned matters and Recent Matters by using Thread global search function, located on the top of the navigation menu. 

 

 


1. To search, click Search in Thread. 

 


2. Recent searches, Pinned matters and Recent Matters will appear and you can click on desired items or enter your search term in the search bar at the top. 

 


3. Click Enter on your keyboard and your search results of Matters, Documents, or Contacts will open.

 
 

In the sample above, Matters is pinned (for easy access to matters first), but you can pin Contacts or Documents if you prefer to view those search results first. 

 

 



With global search in Thread, you can search by matter name or code, contact first name, last name, email and the document name or content. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

 


Document content search 

 

 



 


 
To further assist with your search, you can sort by any of the column headings: Name, Matter Code, Description, etc. 

 

 


InfoThere are page specific search options within most pages on Thread, such as Key dates, Companies, Tasks etc., which only search through the content on those pages. 

    • Related Articles

    • Thread Dashboard

      The Dashboard gives you a snapshot of your day. Here you will see the latest emails on your matters, what tasks you need to complete next, and any matters to be aware of. Dashboard Tiles Pinned Matters - Pinning a matter to your dashboard enables you ...

    • Configuring Your Dashboard

      You can easily configure the elements on your dashboard so that they are tailored to your needs. This way, you can access the information you need instantly from your homepage. 1. Click on your username initials located in the top left corner. Select ...

    • Bundle Page Numbering

      When creating a bundle in Thread, you can choose from many options for showing page numbers in the bundle document. Please follow the steps here to first create a bundle. Once you are ready to generate the bundle, select one of the page numbering ...

    • Matter Overview Page

      Once you have created a matter, you can edit it at any time. You can change the status, add documents, add custom fields, answer matter questions, add contacts, include key dates, log time, and much more. 1. Click Matters in the left pane. 2. Search ...

    • Coding and Formatting a Letterhead across the page width

      You can code your templates with the header and footer so that if your header or footer images or details ever change, you only need to change them in Thread settings, and it will apply to all templates. If you wish that your header and footer show ...