Cheat Sheets
Cheat Sheet - File Emails
Thread Legal Cheat Sheet File Emails Stay Connected Send emails directly from a file on Thread to clients or other people working on the file. On the File Documents page, click Emails then New. Use email template to send standardised emails. Attach ...
Cheat Sheet - Bundles
Thread Legal Cheat Sheet Bundles Categorise File Activities Put file activities into bundle sections before building bundles on Thread. Select a file activity, click Edit, and choose a bundle section from the drop-down menu shown. Build a Bundle Add ...
Cheat Sheet - Time History
Thread Legal Cheat Sheet Time History Keep Track of Time Check how much time you’ve spent on files and activities on the Time History page. Choose Specific File from the Filter type drop-down box and enter the file name. Do More With Your Time Log ...
Cheat Sheet - Templates & Custom Fields
Thread Legal Cheat Sheet Templates & Custom Fields Upload Templates Easily transfer existing templates to Thread that can be used instantly. Click Create & Edit, located under Template desk. Select categories from the ...
Cheat Sheet - Tasks
Thread Legal Cheat Sheet Tasks Create Tasks Add tasks to Thread, receive notifications, and notify colleagues. Click the Quick Create button and select Task, or ...
Cheat Sheet - Scanned Items
Thread Legal Cheat Sheet Scanned Items Link Documents with Files Assign multiple documents to a file easily from the Scanned Items page. Select a document and click ...
Cheat Sheet - Role Management
Thread Legal Cheat Sheet Role Management Create Firm-Specific Roles Easily create user roles that are specific to your law firm and grant permissions to files and areas of Thread based on the role. Click Role Management ...
Cheat Sheet - Phone Messages
Thread Legal Cheat Sheet Phone Messages Log Calls Instantly Add phone messages to Thread as soon as they come in. Link to files, notify users, add a status & more. Simply click the Quick Create Button, select Phone Message, and fill in the ...
Cheat Sheet - Personal Configuration
Thread Legal Cheat Sheet Personal Configuration Set Your Email Signature Configure your personal email signature. In Personal Settings, use the Email signature box to set how you want your signature to show on emails you send from Thread. Send ...
Cheat Sheet - Pending Docs
Thread Legal Cheat Sheet Pending Docs Track Documents View documents based on their status (i.e. closed, pending, open), and keep track of what documents need to be approved or dealt with. On the Pending Docs page, view documents based on their ...
Cheat Sheet - Files
Thread Legal Cheat Sheet Files Create Files Build up your case management system by creating multiple files. Click the Quick Create Button in the bottom right corner & select File. Fill in file details and click Save. Link Multiple Contacts to ...
Cheat Sheet - File Activities
Thread Legal Cheat Sheet File Activities Create File Activities Add documents, appointments, and tasks to files from the Activities page. Under File Documents, click Activities. Click New to create a Word doc or the arrow to create different ...
Cheat Sheet - Admin Configuration
Thread Legal Cheat Sheet Admin Configuration Add Employees to Thread Ensure to add all firm members using Thread to the application. Click User Management and click Add. Enter the new user’s details for Thread. Ensure Consistent Billing Set up a ...
Cheat Sheet - Software Integration with Microsoft Dataverse
Thread Legal Cheat Sheet Software Integration – Microsoft Dataverse Microsoft Dataverse Connect your Microsoft Dataverse with Thread. In Admin Settings, click Integrations and toggle Microsoft Dataverse to On. Click Settings and enter your firm’s ...
Cheat Sheet - Outlook
Microsoft Outlook Cheat Sheet Turn Your Mail into Conversations Organise your mail into chats by turning them into conversations. Go to the View tab on Outlook and click the Show as conversations button. De-Clutter Your Mail Tidy up your ...
Cheat Sheets - Account Integration
Thread Legal Cheat Sheet Account Integration Klyant / Quill / Quickbooks / Xero Sync Thread information including bills and contacts to your accounting software account easily. In Admin Settings, click Integrations and toggle the relevant account ...