Onboarding
Thread Dedicated Email
To enable Thread's email functionality, there is an email address in the backend of Thread which is called Thread Dedicated Email. This email account is usually created for this purpose only and requires an Exchange Online Plan 1 Microsoft licence ...
Scan via email - for IT providers
The easiest way to sync the scanner with Thread is to set up scanning by email. The scanner device needs to be set up to send scans by email to Thread dedicated email address. This email address can be found in either one of the options below: Option ...
Provisioning Thread Legal
Requirements Before Starting 1. A Global Administrator login for the Microsoft 365 tenant. 2. List of Thread user email addresses (all users require Microsoft Business licence). 3. Create a shared mailbox called thread@clientdomainname that all ...
Scanned Items sync via email - from an Email Address or Subject - Admin
You can upload scanned items directly to Thread using a sync via configured email address or a subject line. To add scanned items from a configured email address or subject line, you must configure these settings in User Hub - Admin Settings - ...
Setting up a Scanned Items Folder on your PC to Sync to Thread
Link your scanner to Thread to make it faster and easier to upload documents to the application. Once you have configured these settings, scanned documents will appear in the Unassigned Emails tab, where you can assign them to a contact or file ...
Providing Evidence of Microsoft 365 Licensing - MS Admin
Thread Legal requires evidence of Microsoft 365 licensing, to ensure that a client has the right licensing necessary to use the application. To provide us with evidence of licensing, please do the following: 1. Click on this link as a Microsoft ...
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 ...