Templates
Using Custom Fields on Templates
Include more information about your file by creating custom fields on Thread, and choose which file categories those fields need to show on. Custom fields added to a file category can then be included in templates for that category, so that any ...
Adding Templates to multiple categories
You might have templates that would be used across multiple categories with the same or similar set up. You can follow the steps below to quickly add the template to all relevant categories without coding them for each category individually. 1. Once ...
Creating a Template Workflow
Improve the way you work on Thread by setting up template workflows. Be reminded to send out documents by adding tasks to templates and linking the subsequent document to the task, ensuring that you never forget to send out a document or letter ...
Creating Bill Template(s)
1. On the home page, in the left-hand panel, under Template Desk, click Create & Edit. 2. From the top pane drop-down menu, select Bill 3. Click New to create a new Bill Template or Drag and drop documents to upload existing templates. 4. ...
Installing Thread Template Designer from Word desktop
1. On dekstop word, click on Insert then select Gett Add-ins 2. Search for Thread in the search bar then click Add on Thread Legal Template Designer for Word. 3 Sign in with your account To learn more about setting up your Thread templates, go to ...
Creating Bundle Cover Templates
1. On the home page, in the left-hand panel, under Template Desk, click Create & Edit. 2. From the top pane drop-down menu, select Bundle Cover 3. Click New to create a new Bundle cover or Drag and drop documents to upload existing cover templates. ...
Uploading Templates
With Thread, you can easily upload, edit, and use your existing legal templates. 1. Go to the left side panel on your homepage and click on Create & Edit (located in the Template Desk section). 2. Select the file category you want to upload your ...
Thread Template Designer for Word - New Add-in
Removing Template Designer If you are using an old version of Template Designer, please follow the steps below to remove it from your device. 1. Open Word on your desktop, and in the toolbar, select Insert and then click on "My Add-ins" 2. Next to ...
Removing Template Designer
If you are using an old version of Template Designer, please follow the steps below to remove it from your device. 1. Open Word on your desktop, and in the toolbar, select Insert and then click on "My Add-ins" 2. Next to the Thread Template Designer ...
General Documents
Distinct from templates, the General Document tab on Thread is where frequently used documents such as ‘terms of service,’ blank forms, or ‘directions to our office’ should be stored. Documents that are added to the General Documents tab cannot be ...
Using the Template Designer
All templates used on Thread must be coded correctly using the Thread Template Designer add-in for Word. For instructions on downloading the add-in, click here. You can use an existing template or create a new Word document, and code it by using the ...
Email Templates
Simplify and speed up your email flow by setting up email templates on Thread. Just like documents created on Thread, email templates can be set up to pull in file and client information when sending an email, saving you time and effort. Create email ...
Templates/Precedents - Overview
Templates are a key feature of Thread that you can set up to most effectively utilise the application. Templates are used for documents, bills, bundles, or emails, and can be created to be used across all categories on Thread. Setting up templates ...
Uploading Template Headers and Footers
You can automatically populate template headers and footers with a company logo or an image by uploading the image in Admin Settings. This way, you can ensure consistency across all documents created with Thread’s Template Designer. 1. Click Admin ...
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 ...