System Settings
Company Type and Status - Admin
You can create company types and statuses that can then be applied to newly created or existing companies. You can then view companies based on their type or status in the Companies tab. So, if you want to view all companies that are consultants or ...
Release-Permissions - MS Admin
With the release of our new appointment feature which includes the ability to add Microsoft 365 meeting rooms to appointments, Thread requires additional permissions to enable this added functionality. We have made it easier for global admin* users ...
Amending Timeout duration in Thread - Admin
Amending Timeout duration To amend Timeout duration in thread 1. Click Admin Settings on the left pane within User Hub. 2. Click the General tab. 3. Scroll down to Timeout Setting field. 4. Amend the minutes to your preferred duration and Save.
Undertaking Group & Status - Admin
You can create undertaking groups and statuses if needed to further customise your Undertaking options. Adding Undertaking Group 1. Click Admin Settings, under User Hub. 2. Click the Files tab. 3. In the left pane, click Undertaking Group. 4. Click ...
Thread Configuration - Full Guide
THREAD SOFTWARE – ALL TOGETHER NOW Thread Legal Configuration Guide Find links below for how-to articles on different areas you can configure in Thread, or watch short videos in this guide to get started. Table of contents: Time and Billing Settings ...
Editing Master Word Document - Admin
When you create a new Word document on a file in Thread, the layout of the document can be customised to your organisation’s preferred style. This is known as the Master Document. The Master Document is the default Word document which can be edited ...
How to deploy Thread Office Addin Apps from the Microsoft 365 Admin Centre - Admin
To deploy Office Addins you must have Global Administrator Role Permissions or equivalent to deploy Office Add-ins. Step 1. Login Login to the Office 365 Admin Centre - https://admin.microsoft.com/ Step 2. Admin Page Click on the Settings Option in ...
Thread App Consents for Global Administrators - MS Admin
We have made it easier for Global Administrators to give consent for our applications, ensuring you get the full Thread experience with our Add Ins and Web applications. The Administrator is defined as a Thread user who has an Administration account ...
Questions and AML Documents - Admin
The Questions Tab, within client details in Thread, facilitates the capturing of Proof of Identity images and documentation to meet AML requirements. Adding a New Question To add a new Question for clients, the question must first be added in Admin ...
Set Task Subjects - Admin
All tasks created on Thread must have a subject name. When creating a task, you can enter a unique subject, or you can use existing subjects created in Admin Settings. Having particular task subjects helps to better organise tasks, and allows users ...
Formatting a Global Email Signature - Admin
The global signature feature allows administrators to set up an organisation-wide email signature that users can then apply to emails that are sent through Thread. Users can apply and further configure this global email signature in their Personal ...
Bundle Sections - Admin
When creating a bundle on Thread, all activities must be assigned to Bundle Sections, such as Correspondence, Pleadings, Reports, Discovery, etc. Thread comes loaded with some standard bundle sections however you can add your own sections in Admin ...
Undertaking Types - Admin
Categorise undertakings added to Thread by assigning them a type. Undertaking types must first be configured in Admin Settings before they can be added to Thread. Adding Undertaking Types 1. Click Admin Settings, under User Hub. 2. Click the Files ...
Nationality - Admin
Configure nationalities on Thread so they can be added to a contact’s information. Adding Nationalities Nationalities can be configured by global administrators in Admin Settings. 1. Click Admin Settings on the left pane of Thread. 2. In the Admin ...
Relationships - Admin
With Thread, you can link contacts based on their relationship to each other, for example, family members, colleagues, or referrals. To add relationships to contacts, the relationships must first be created in Admin Settings. Make sure to create ...
Office Location - Admin
When adding new users to Thread, you are required to include information about their office location or department. Once added, offices can be used across the Thread application for files, contacts, and templates. Adding Offices To use office types ...
Deleted Files and File Activities - Admin
All deleted files and file activities are stored in a Recycle Bin on Thread for a period not exceeding 93 days after deletion. This recycle bin is directly hosted by Microsoft SharePoint, and as such their retention policy is automatically applied to ...
Phone Message Settings - Admin
There are two default phone messages settings on Thread that can be changed by administrators: 1. Receiving notifications when you receive an incoming phone call. 2. Newly created phone messages linking to the current file you are on by default. To ...
Activity Type - Admin
When you add an activity to a file, you can choose the type of activity it is, e.g. appointment, file note, expense, form, document etc. Thread allows you to add activity types in Admin Settings that can then be added to activities when created. You ...
Activity Status - Admin
With Thread, you can add activity statuses that can be used across all file activities on the application, e.g. pending, dealt with, open, closed. Adding statuses to file activities allows you to view their progress as you can edit statuses as ...
Your Company Logo - Admin
With Thread, you can upload your company logo to appear on templates, generated documents, and on the top pane of the application. Uploading a Company Logo You can upload a company logo in image format (.jpg or .png) that is less than 0.5MB in size. ...
Filecode Patterns - Admin
The filecode patterns section on Thread allows you to choose the pattern of how your files are displayed. You can add patterns or separators that are specific to your firm. For example, a file that has the filecode pattern [year][counter][category] ...
Admin Centre
Our Admin Centre contains all settings and configurations relating to Thread, including general settings, system configurations, file settings, and integrations with other applications. We have divided all admin settings into separate tabs, based on ...
Configuring a Global Email Signature - Admin
The ‘global signature’ feature allows administrators to set up an organisation-wide email signature that all users can then add their contact details to in personal settings. 1. Go to the left side panel on your homepage and click on Admin Settings ...
Conflict Check - Admin
The conflict check setting on Thread allows users to check for any existing conflicts when adding a new file or contact to Thread. If you have these settings turned on and try to add a new file or contact, you will receive a prompt from Thread asking ...
How to import Files and/or Contacts to Thread using IMPORT DATA function - Admin
Import Contacts to Thread Click Admin Settings tab in Thread User Hub Select System: Select Import Data Choose Contact from the dropdown menu. 5. Drop or Click to locate the populated 'Contacts_Import_Template' excel file and then click Upload: You ...