Outlook Add In
Using Outlook add-in when drafting an email
If you start drafting an email in your Outlook, you can use Thread for Email add-in to link that email to a file, include file documents as email attachments, or choose file contacts as recipients. Once you send the email, that email will ...
Create a new File in Thread using Outlook add-in
You can easily create a new file from your Outlook, using the Thread for Email Outlook add-in. Select any email, and open the add-in using the steps here. Click on Create new Matter. Enter the details for your new file. Choose the main client for ...
Create a Thread Contact using Outlook add-in
You can easily create Thread contacts using the Thread for Email Outlook add-in. Open an email you received from the contact you wish to add to Thread. Click +Add next to this contact in the add-in. Enter any relevant details and click Add Contact at ...
Add Attachments to Contacts using Outlook add-in
When using the Thread for Email Outlook add-in, select an email in your Outlook that has the attachment you wish to add to a contact in Thread. Under your Contacts list, click the down arrow next to Attachments. Select the contact you wish to add ...
Navigating the Thread for Email Outlook add-in
When using Thread for Email Outlook add-in, find below guide to navigate the add-in functionalities a) Use the menu icon on the top left to access this guide, contact support, reload the add-in or sign out. b) In Email Detail view you will see at the ...
How to open Thread for Email add-in?
Desktop Outlook Select any email in Outlook and then click on Thread for Email add-in at the top right corner in your Outlook toolbar. The add-in will open on the right side, click Sign in to login with your Microsoft account. If you want to keep the ...
Thread for Email Installation Failed
Getting this error when installing Thread for email using the link ( https://appsource.microsoft.com/en-eu/product/office/WA200004673?tab=Overview ) Open Outlook on the web ( https://outlook.office.com/ ) and go to "Get Add-Ins" tab as highlighted ...
Desktop Outlook sidebar end of life
Get new Thread for Email add-in Are you still using the old Desktop Outlook sidebar (with yellow folders) for adding your emails to Thread? We now have a new add-in with even more functionalities, and the old sidebar will be shut down on 30th June ...
Deploying the new Outlook Office Add-in - IT providers
To deploy Office Add-in you must have Global Administrator Role Permissions or equivalent. Step 1. Login Login to the Office 365 Admin Centre - https://admin.microsoft.com/ Step 2. Admin Page Click on the Settings Option in the Left Menu Step 3. Apps ...
Uninstalling Desktop Outlook Add-in
Do you need to uninstall your Thread Outlook add-in because of an upgraded version, or for other related reasons? Follow the instructions below to successfully uninstall the add-in. Older Windows devices 1. Click on the Windows Icon on your taskbar ...
How to pin your Thread for Email Office add-in
Your Thread for Email add-in in Office Outlook will show at the top right corner on each email you open, or when clicking on the ellipsis: or In Desktop Outlook, you will find it on the right side of your toolbar when you click on any email: If you ...
Thread For Email Outlook Add In
Thread Outlook Office Add-in is a web based add-in that can be instantly deployed by your Microsoft Global Administrator to all users within the company. There is no installation required on user devices. Any updates will be instantly applied. It is ...
Uninstalling Thread Email Office Outlook Extension
Do you need to uninstall your Thread Email extension because of an upgraded version, or for other related reasons? Follow the instructions below to successfully uninstall the Outlook extension. From your Outlook app: 1. Go to your Outlook app. 2. ...
Adding Outlook Emails and Attachments to Thread
With Thread’s Outlook add-in, you can easily upload emails and email attachments to Thread directly from Outlook. You can rename emails and attachments from the Add-in, add a status, activity type, and time type, add to a bundle or group activity, ...
Sending Emails on Outlook to Thread Contacts
By using the Outlook add-in, you can send emails to Thread contacts directly from Outlook, without having to input their email in the To field. The contact must be linked to a file, and must have an email added to their contact details. 1. Start a ...
Attaching Thread Documents to Outlook Emails
With our Outlook Add-in, you can easily attach documents on Thread to any email sent from Outlook, saving you time downloading documents and uploading them from your desktop. 1. Open your Outlook App. 2. Click New Email in the top left pane. 3. In ...
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 ...