Reports
Exporting Deposits and Payments Reports
Users can search and export Trust Deposits and Payments reports. 1. Click Reports in the left pane. 2. Select General Reports then Deposits and Payments 3. To export a Trust Deposits and Payment report, set your preferred Category and Date range then ...
How to print a list of activities in a file
If you need to print or export a list of all activities in a file, you can easily do this by following the steps below. The list will include all current activities in the file, but you can also filter them by name or type before printing / exporting ...
How to View Closed Files Reports
With Thread, you can print or export a list of closed files to a PDF or an Excel document, using File Creation report. File Creation report can be viewed based on the specific file owner, all file owners, a category and a particular date range. If ...
How To export a Fees Paid Report
Viewing and Exporting Fees Paid Report 1. Click Reports on the left side pane of Thread. 2. Click Management Reports from the drop-down menu. 3. On the Managements Reports page, Select Fees Paid in a time period and set preferred From/To Date ...
Excel tips & tricks with Thread reports
All Thread reports, whether from the Reports page, or using Export option wherever available, can be exported to an Excel spreadsheet. When you open the report in Excel, there are many ways you can utilise the data further using various Excel ...
How To: Client Time History
The File Reports section of Thread provides users with a complete overview of how much time members in the organisation have spent on files and the cost of time spent, based on users hourly rates. Client Time History Reports can be viewed based on ...
How To export an Archived Matters Report
Viewing and Exporting Archived Matters Report 1. Click Reports on the left side pane of Thread. 2. Click Management Reports from the drop-down menu. 3. On the Managements Reports page, Select Archived matters and set preferred From/To Date filters: ...
Searching for files & exporting file list
Users can search files and export a list of all files whether open, closed or archived or a particular category of files and even file created within a certain timeframe. 1. Click Files in the left pane. All open files will show by default 2. Set ...
How To: File Reports
The File Reports section of Thread provides users with a complete overview of how much time members in the organisation have spent on files and the cost of time spent. File Reports can be viewed based on the specific file owner, all file owners and a ...
How To: Task Reports
Thread can automatically generate reports listing all tasks that have been created on the application. The report includes the name of the task, the subject, the file code (if linked to a file), the due date and time, a description, the status, and ...
Time Reports
The Time Reports section of Thread provides users with a complete overview of how much time members in the organisation have spent on Thread, and how much time they have spent on individual files. Time Sheet Reports can be viewed based on the user ...
Exporting Time on Files
With Thread, you can print and export time you have spent on a file to a PDF or an Excel document. This document will include the amount of time you have spent on file activities, the rate, the time type, and the value of the time spent. 1. Click ...
Viewing Key Dates Across Files
You can view all key dates on files across your organisation in the Key Dates page of Thread. You can view key dates by type, by file owner, by category, by office location, and within a certain date range. If you wish to export your selection, click ...
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 ...