File Categories
Group Activities per Category - Admin
Setting up Group Activities in the Admin Centre If you use a same set of groups for activities on files within a specific file category, you can set those up in your admin settings, so that they are available on each file within that category to ...
Default Templates - Admin
Set up default templates on Thread that automatically generate when you create a new file. Assign templates to different file categories such as Criminal Law or Property Law. When you create a new file in these categories, the templates, such as a ...
File Category - Admin
All files created on Thread must have a category assigned to them. File categories dictate which file stages, key dates, contact types, and custom fields, can be used with the file. You can also add default templates to a file category, which will ...
Contact Types - Admin
With Thread, you can create contact types that can then be applied to newly created or existing contacts. You can then view contacts based on their type in the Contacts tab. So, if you want to view all contacts that are accountants for example, you ...
File Stages - Admin
The File Stages setting on Thread allows you to add particular stages that can be used across files, documents, and in templates. By creating and using file stages, you can easily manage and view the progress of a case. Creating File Stages File ...
Custom Fields - Admin
With Thread, you can create custom fields that can be added to a file or contact. These fields can be viewed in file summaries and can be used when creating a template. Custom fields must be created for a category such as File - Custom, Contact - ...
Key Dates - Admin
The Key Dates feature on Thread allows you to add important dates such as commencement dates, court dates, or agreement dates to your file. With this feature, you can set reminders for key dates which automatically link to your Outlook calendar. Once ...