File Details
File Summary Page
Once you have created a file, you can edit it at any time. You can change the status, add documents, add custom fields, answer file questions, add contacts, include key dates, log time, and much more. 1. Click Files in the left pane. 2. Select the ...
Mark a contact as 'Primary Client' on a File
You may want to make a contact the primary client of a file. When generating bills, the bill will automatically be assigned to the primary client of a file. You will also be able to pull reports for your client. 1. In the left pane of your Thread ...
File Permissions
The File Permissions section of Thread allows you to control which users in your organisation can read, view, edit, and delete files and documents that you have created. Permissions can be managed in the Role Permissions section of Admin Settings ...
Closing and Archiving Files
You can change the status of files on Thread from open to closed or archived, allowing you to keep track of what files you are currently working on and what cases have been dealt with. 1. Click Files in the left pane of Thread. 2. Search for the file ...
Adding Files to Favourites
Adding a file to favourites allows you to pin it to your homepage dashboard, where you can access it quickly and easily. 1. Click Files in the left pane. 2. Search for the file you want to favourite. 3. Select the file and click Add to favourites in ...
Editing Custom Field Details on Files
You can add custom fields to files, that are specific to a file category. For example, in a family law case, you can include custom fields such as Date of Marriage, Date of Separation, and Number of Children. Note: custom fields must be created in ...
Undertakings
Adding Undertakings With Thread, you can add ‘given’ and ‘received’ undertakings and link them to files. 1. Click Undertakings in the left pane of Thread. 2. In the top grey pane, click Add. 3. A pop-up window will appear for you to fill out ...
Editing Key Dates on a File
Once key dates have been created in Admin Settings, you can easily add them to your files. When a key date has been entered to a file, the file owner and the user adding the date will see it in their Outlook calendar, and receive a reminder in ...
Sharing File Summary Information with External Users
Thread allows you to share a file’s summary information and documents with users outside of your organisation. The external user will receive an email inviting them to view the file summary on Thread, and any documents you have chosen to share with ...
Linking Contacts to Files
Linking contacts to your files allows you to see which contacts are working on a case with you and who your primary client is. 1. In the left pane of your Thread page, click Files. 2. In the search bar provided, search for the file you wish to add a ...
Editing Files
Once you have created a file, you can edit it at any time. You can change the status, add documents, add custom fields, answer file questions, add contacts, include key dates, log time, and much more. 1. Click Files in the left pane. 2. Select the ...
Creating Files
The easiest way to create a new file on Thread is by using the quick create button in the bottom right corner. 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 fill out all ...