Viewing File Activities by Type

Viewing File Activities by Type

In the File Activities tab, you can filter activities based on the type. This way, you can view all file notes or appointments within a file, for example. 


     1. Click on Files in the left pane of Thread. 
     2. Search for your file in the search bar provided. 
     3. Click on the file name. You will automatically be brought to the File Activities page, located under File Documents. 

 

  1. 4. You can search for activities in the search bar, and filter activities by type by using the drop-down box provided. 

          


Note: Activity Types can be added or changed in Admin settings, for more details click here.

 


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