Contacts
Viewing Contact Audit Logs
Audit logs within a contact allow you to keep track of any changes made to that specific contact details. To view any contact audit logs, open the edit contact window and then scroll to the right to click on Audit Logs tab. You will be viewing all ...
Deeds
You can easily add deeds to a contact on Thread. All deeds added to Thread contacts can be viewed and managed on the Deeds page. Adding Deeds to Contacts Deeds must be added directly to a contact’s details on Thread, they cannot be added to a file. ...
Wills
You can add wills that your clients have made directly to their contact details on Thread. All wills uploaded to Thread can be viewed and managed on the Wills page. Adding Wills to Contacts Wills must be added directly to a contact’s information ...
Contact Documents
You may need to add documents, such as a passport, medical records, or a driver’s license to a contact on Thread. This can be done at any stage through the Contacts tab. Uploading Contact Documents 1. Click Contacts, located in the left pane of your ...
Contact Details
Once you have added a contact to Thread, you can update their details, add documents, link them to files, add contact relationships, answer contact questions, and more. Updating Contact Details You can update contact details at any stage after ...
Creating and Deleting Contacts
New contacts can be easily created on Thread by using the Quick Create Button in the bottom right corner. Once you've created a contact, you can link it to a file, add important documents, answer relevant questions, and much more. 1. Click on the ...
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 ...