Viewing Matter Documents by Type
In the Documents tab, you can filter items based on the type. This way, you can view all matter notes or scanned documents within a matter, for example.
1. Click on Matters in the left pane of Thread.
2. Search for your matter in the search bar provided.
3. Click on the matter name, then go to the Documents tab.
4. You can search for documents in the search bar, and filter documents by type by using the drop-down box provided.
1. Search for the document by name.
2. Click Filter.
3. Select Document type to filter documents by type.
Document Types can be added or changed in Admin settings, for more details click here. Related Articles
Matter Documents - Overview
All matter documents are easily accessible in your matter Documents tab, where they can be further edited. Here you can create new documents, add matter notes or generate documents from templates (you must have templates already set up in your ...General Documents
Distinct from templates, the General Document tab on Thread is where frequently used documents such as ‘terms of service,’ blank forms, or ‘directions to our office’ should be stored. Documents that are added to the General Documents tab cannot be ...Viewing Matter Audit Logs
Audit logs within a matter allow you to keep track of changes made on the matter, so you can clearly see who and when added documents, linked contacts or made changes to matter details. Audit logs were first released in March 2024 with additional ...Unassigned Emails
Emails sent to and from matters on Thread have an ID that automatically links them to the matter. However, if an email is sent to the Thread dedicated email address, and it does not have a tracker ID linking it to any matter, then it will end up on ...Matter Settings
Each matter has a Settings tab where you can manage the matter's Email notifications, Permissions and view Audit logs. Email Notifications When you receive a reply to an email you sent from a matter, this email will come directly to the matter inbox, ...