Companies
Changing a Company on the File
If you need to change the company that you entered on the file to a different one, you can follow the steps below, as long as the file has not been billed yet. If the file has already been billed, you would need to first unissue the bill, where ...
Company Files - Templates and Billing
Some file functionality will work differently when the file is assigned to a company rather than individual. You will see a different icon at the top of the file (left of the file code and name) depending on whether it is an individual file or a ...
Converting individual files to company files
With the new company module, you can now convert any individual file to show as a company file if it has not been billed yet. Note: You will only be able to select the company that is associated with your primary client. Make sure you have the ...
Deleting companies
A company can only be deleted if the company has no matters related, or company contacts are not primary client on any files. 1. To delete a company, click on the Companies page on the left menu: 2. Search for the company you want to delete, select ...
Company Migration - converting existing companies to new module
Company Migration Wizard At the top right corner of your companies page in Thread, you will see a button called Company Migration. This will open the Company Migration Wizard where you will see the instructions, and you can start migrating your ...
Editing Company Details
Once you have created a company in Thread, you can view and update its' details, add locations, employees, documents, and more. Note: The following steps apply only to V2 companies (created in the new module, or converted from the previous version ...
Creating Files for Companies
If you are handling a matter for a company rather than an individual, you can create a file with that company as your client. 1. Click on the quick create button in the bottom right corner. 2. Select File. 3. A pop-up window will appear where you can ...
Creating Companies
To add a new company to Thread, go to the Companies page on the left menu under File Management. From the top grey pane, click on +Add. A pop-up will open where you can start entering the company details. On the General tab, use the search bar to ...