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 ...
Popular Articles
Client Connect - Overview
Client Connect allows your clients and partners to stay informed and exchange documents on your matters from anywhere, at any time. Once you provide portal access to an external contact, they will receive an email inviting them to access the ...
Add ins "Missing" on Outlook
Check the version of Outlook if on 32 bit. From Outlook click File Select Office Account then click About Outlook. The version will then be shown as highlighted below. If it is on 32 bit, Go to this file path C:\ Program Files (x86) \ eXpd8\ ...
File Emails - Overview
There are many benefits to working with file emails in Thread. You can send emails directly from a file, attaching file documents, using an email template to quickly compile an email pulling the details from the file. You might also want to schedule ...
How do I Share my Calendar on Thread?
1. Click your username in the top right corner. 2. Click Personal Settings. 3. Scroll down to Shared Calendar URL. 4. Hover your cursor over Shared Calendar URL. A tooltip with a link will appear. Click on the link. Calendar - Outlook (office.com) 5. ...
File Documents - Overview
It is important to have all file documents in one place, where they can be easily accessed and edited. Create new documents, or use templates to generate documents from templates (you must have templates already set up in your Template Desk). If you ...