FAQ
Accessing Thread Legal
Getting logged into Thread Legal 1. Go to https://app.thread.legal/ or our website https://www.threadsoftware.com/ and click Login in the top right corner: 2. You will be prompted to enter your MS365 credentials (or Pick an account and click ...
Updating Bundle table of contents and page numbers
When generating a bundle as a Word document, you can further edit the page numbering options or how the table of contents shows in Word. Note: Below is a help guide only - it is not a Thread functionality. For any further questions or issues with ...
Thread appointments not syncing with office 365 time zone settings
If you come across an issue where Thread does not automatically reflect the time zone when creating appointments from office 365 settings as per example below time zone is set to (UTC+00:00) Dublin, Edinburgh, Lisbon, London in office 365 settings. ( ...
How to change file category after file is created?
You may have instances where the file category on a file needs to change, and this can easily be done within the File Summary page. When inside a file, on the File Details - Summary page, click on the dropdown menu to select the correct category ...
Microsoft Bookings with me
Bookings with me lets people schedule a 1:1 meeting or appointment with you. It integrates with the free/busy information from your Outlook calendar. You can create custom meeting types to share with others so they can easily schedule time with you ...
How to include a Microsoft Form link in Thread email template?
You can use Microsoft Forms to create and share forms with your clients whenever you need to collect any information for the file you are starting or working on. You can check short video guides on how to create a form and share the form to collect ...
How to dictate to Thread using Microsoft Voice Typing?
Did you know that you can have your spoken words typed directly into Thread using Microsoft Voice typing tool? Add text to a file note, email or document easily just by talking. 1. Open a file note or email that you want to type in. Click on the area ...
How to transcribe dictations with Microsoft Word?
You can easily have your dictation audio files typed up in a Word document using Transcribe in Microsoft Word. Note: Only one transcription can be added per document. If you would need multiple dictations within the same document, you can transcribe ...
Adding a Contact Type to a Main Client on a File
1. Under the File Details tab, click Contacts. 2. Select any contact on the file (other than the actual Main Client). If you don’t have any other contacts on the file, add one temporarily by clicking Link Contact 3. Click Main Client in the top ...
CVE-2023-23397 - Microsoft Outlook Elevation of Privilege Vulnerability
Microsoft Link CVE-2023-23397 - Security Update Guide - Microsoft - Microsoft Outlook Elevation of Privilege Vulnerability Follow the steps below to Update Office 1. In any of the Office products - Click the File Menu 2. Click on the Account Option ...
Joining a Remote Session
Thread team provides training and support via remote session connections to your device to be able to assist you with your Thread directly from your device. Please see the steps below to join a remote session. Note: Access to your device is only ...
Power BI Reporting with Thread
Connect your Thread data to Power BI for reporting. Follow the steps below to set up and build your reports, so you can manage them any time in your Power BI. Create a Power BI Workspace In your browser, go to app.powerbi.com and sign-in using the ...
Coding and Formatting a Letterhead across the page width
You can code your templates with the header and footer so that if your header or footer images or details ever change, you only need to change them in Thread settings, and it will apply to all templates. If you wish that your header and footer show ...
Set Tasks Notifications emails to go to a specific folder in Outlook
Rules allow you to move, flag, and respond to email messages automatically. You can also use rules to play sounds, move messages to folders, or display new item alerts. The easiest and most common rule to create is one that allows you to move an item ...
Thread Legal Webinars
Want to know more about Thread? Join us on our regular webinars where we present new features, explore various Thread functionalities and use case examples to showcase multiple ways to utilise all that Thread has to offer. You will also find some ...
Common IT Support Issues
Thread is a cloud based software solution which means there is no installation on your PC, and you can access it on any browser where you have an internet connection. To access Thread you need to have an active licenced Microsoft 365 account. Thread ...
Inbound Enquiries Reporting
Export File Activities Report 1. Click Files in the left pane of Thread. 2. Click the Inbound Inquiries file that you want to export activities for. 3. Go to the Activities page, located under File Documents. 4. Click the three dots on the ...
How to remove a default template when opening a new file
It is highly possible that there is a default template on the categories where a new files / case are opened. If that is the case then you will need to have someone who have Thread Administrator access. 1. Go to Admin Settings 2. Select Files 3. Go ...
Template Designer Common Sign In Issues
If you are having issues signing-in to your Template Designer, please see the following common causes and solutions. Account used for your Windows device is different from your Thread account 1. Open Word and click on the username in the top right ...
How to create shortcut icon for Thread on desktop
1. Click on the 3 dots on the right hand side of your browser. 2. Select More tools. 3. Select Create shortcut. 4. Click Create 5. You will have now the Thread Icon shortcut on your desktop.
Removing eXpd8 coding for Thread templates
If there is any eXpd8 coding within a document you will receive an SQL command error 1. When SQL command pop up appears – select Yes 2. Select Options... 3. Select Remove All Merge Info This will open the document 4. Once opened, double click into ...
VAT Rate Not Appearing on Bills or Invoices
If VAT is not being applied to invoices and bills generated through Thread, ensure that you have a default VAT rate configured in Admin Settings. 1. Click Admin Settings. 2. Click the General tab. 3. Select VAT Rate from the left side menu. 4. i. To ...
Contacting Thread Support
By Phone: UK: +44 283 799 8620 Ireland & EU: +353 1 870 4949 US: +1 704 930 0408 On the Menu system Press Number 1 to go to the support team. By Email: support@threadsoftware.com To log a support request, please: 1. State which product you are using ...
Date Settings
If you need to change your date settings on Thread, you can do this through your Office 365 account, as they are directly linked. Click this link https://myaccount.microsoft.com/settingsandprivacy/language 2. Go to Region and click Regional Format. ...
How Do I Change a User's Details when their Microsoft 365 Details have Changed?
To change a user’s details, the user must: 1. Click their username in the top right corner. 2. Click Info. 3. Click ‘Sync from Office 365’, under Account. The user’s details will automatically sync to Thread. However, their initials must be ...
Clearing Cache in Browsers
You may need to clear your browsers cache if you are experiencing 502 or 404 errors, if malware has corrupted your cache, or to free up space on your hard drive, amongst other reasons. Clearing Cache in Microsoft Edge To clear cache in Microsoft ...
How do I Sync an Office 365 Account with Thread?
1. Click on your username in the top right corner of Thread. 2. Click Info. A pop-up window will open. Under Account, click Sync from Office 365. Your Office 365 details should now appear as the same in Thread.
PDF preview is not available on Thread
If your pdf preview is not available on Thread, please follow the steps below to change your browser settings. Please see link for Chrome then Select Open PDFs in Chrome chrome://settings/content/pdfDocuments 2. Please see link ...