Documents
Bundle Page Numbering
When creating a bundle in Thread, you can now choose from many options for showing page numbers in the bundle document. Please follow the steps here to first create a bundle. Once you are ready to generate the bundle, select one of the page numbering ...
Creating Word Documents
You can quickly create a document in a file on the file Activities page. This can be edited later to include more detail if necessary. 1. Click on Files in the left pane of Thread. 2. Search for your file in the search bar provided. 3. Click on the ...
Import documents from OneDrive folder
If you have documents within your OneDrive that you wish to add to a file, you can easily do this by using the Import -> From OneDrive. Once you click this, a pop-up window will open with your OneDrive folders, where you can locate the documents you ...
Bundle Generator
Using our Bundle Generator, you can add multiple file documents to a bundle, and generate a bundle document in minutes, with automatic table of contents and page numbering. Create a bundle and add sections To create a new bundle, go to File Documents ...
Extracting and sharing all file documents
In the matter, click on the ellipsis ‘…’ on the right-hand side of the screen. Click ‘Download All Activities’ A .zip file containing all of the documents from the matter will be sent to your email address. The .zip file can then be transferred via ...
Work Offline
If you need to work on a document offline, you can do this easily by selecting the document from the file, and choose Work Offline option under the ellipsis (...). A document will be downloaded to your device, where you can open it to edit further ...
Collaborating on Documents
Sometimes it may be necessary to work on case-specific documents with others. With Thread, you can collaborate easily with other members of your organisation on File Documents. 1. Within a file, select the document you wish to collaborate on and ...
Uploading Scanned Items directly to files
1. First locate the scanned folder on your device e.g. (C:) drive or (P:) drive 2. Select View then Preview pane (to ensure that you can see a preview of your scanned items) Tip: Rename the documents as you would like them to appear in File ...
Opening Documents Method
With Thread, users can choose a default method for opening Microsoft documents. Users can choose to open Microsoft documents in a web browser or in the desktop application (Word, Excel etc.), by default. Change the default way of opening Microsoft ...
Copying File Documents
With Thread, you can easily copy documents across different files, and make copies of a document within the same file. Copying Documents Across Files If you want to copy a file document to another file on Thread, you can copy it directly from one ...
Generating Documents From Templates
Once you have installed the Thread Template Designer, and have created some templates to be used on Thread, you can easily generate documents directly from a file. You can choose to send one copy of the document per recipient or generate a document ...
Pending Docs
The Pending Docs page on Thread provides users with an overview of all documents uploaded to Thread which have a status. Users can view documents based on when they were uploaded, the owner, and the status (such as Pending, Dealt with, Open, Closed, ...
Restoring Previous Versions of Documents
If you have changed or edited a document and would like to restore it to its previous version, or if you need to send an older version of a document to a colleague or client, you can do this easily on Thread. 1. Click Files in the left pane. 2. ...
Uploading Documents to Files
1. Click Files in the left pane of Thread. 2. Search for the file you want to add documents to by using the search bar provided. 3. Click the file name. 4. Go to the Activity tab under File Documents. 5. Drag and drop a document from your desktop or ...
Scanned Items
Thread allows you to upload scanned items and assign them to files, users, and contacts within files. Scanned documents can be viewed in the Scanned Items tab of your Thread page. You can also have the scanned items sync automatically from your ...
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 ...