Emails
Adding Emails to File Activities
Thread allows you to add emails to the file Activities page. Once you have added an email as a file activity, you can edit it to include a status, log time spent working on it, group it with other activities, copy it to other files, include it in a ...
Importing Emails to a File Inbox
You may have had correspondence with a client or other people involved in a file through your Outlook email account. If so, you can easily import these emails to the file inbox on Thread. 1. Click on Files in the left pane of your Thread page. 2. ...
Sending Emails from a File
From each file in Thread you can send an email directly to your client or other file contacts, and have replies come back directly to the file inbox. When sending emails from a Thread file you are using your Microsoft account, so any email you send ...
Setting up Email Preferences
There are a number of settings you can do to adjust sending emails in Thread to your preferences. These can all be found by going to your initials in the top right corner of the screen and then Personal Settings. Firstly, ensure you have your ...
Emailing with Thread
Thread offers various emailing functionalities, and you can find below a summary with the differences to help you decide on the best method to use for your company. SENDING EMAILS: Sending emails from Thread - when you send an email from a file in ...
Viewing Emails in File Activities
If you have received or sent an email with an attachment and wish to view it in the Activities page of a file: 1. Click Files on the left pane. 2. Search for your file and click the file name. 3. Click on Activities, under File Documents. 4. Click on ...
Send Emails from Dedicated mailbox
You can send emails from a dedicated mailbox for your firm (e.g. info@yourdomain.com), by editing your personal settings. 1. Click your username in the top right corner. 2. Click Personal settings. 3. Scroll down to Send email from dedicated mailbox ...
Sending Email Record - How to show your sent email on activities page
There are two default email record settings on Thread that can be changed by editing your Personal Settings: 1. Activity Log. 2. Eml file. To change these settings, do the following: Activity Log Setting 1. Click your username in the top right ...
Send Emails From Your Own Email Address
Ensure you are sending emails from your individual email address and not the Thread dedicated email address (yourdomain@threadsoftware.ie) by editing your personal settings. Note: Emails sent from the dedicated email address will not appear in your ...
Viewing New Emails on Files
You can easily view new emails on files across Thread directly from your homepage dashboard. From this page, you can view all emails based on the file owner and the date they were received, and search for a particular email in the search bar ...
Default Email Subject
When sending emails, Thread can set the default email subject to File Name, Activity Title (the title of the document included in the email), File Code, or the contact's Unique Reference Number. This means, that all emails you send through Thread ...
Converting Email Attachments to PDF
To prevent any content interference or changes and to maintain the original layout of content when sending email attachments, you can set the Thread application to convert them to .pdfs. 1. Click on your Thread username, located in the top ...
Adding Email Attachments to File Activities Page
If you have received or sent an email with an attachment, you can easily add this attachment to the Activities page of a file. From here, you can include the attachment in a bill, group activity, edit it, log time for the activity, and more. 1. ...
Unassigned Emails
Emails sent to and from files on Thread have an ID that automatically links them to the file. However, if an email is sent to the Thread dedicated email address, and it is not specifically linked to a file, then it will end up on the Unassigned ...
Follow File to Receive New Email Notifications
Users automatically follow and receive notifications for new emails on a file when they create a file on Thread, are a file owner, or have sent an email from this file. You can choose to follow files that you have not created, and you can opt to ...
Email Signature
Your digital signature can be applied to all emails sent through Thread. Administrators should set up a Global Email Signature that users can then edit to include their personal contact information. See: Configuring a Global Email Signature. 1. Click ...
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 ...