Matter Categories
Category Permissions
Choose which users have access to a matter category by assigning Accessible Roles. You can also edit a category to grant access for a particular role on Thread (e.g. Accountant), or to remove access. All matter category permissions are granted on a ...
Contact Types - Admin
With Thread, you can create contact types that can then be applied to newly created or existing contacts. You can then view contacts based on their type in the Contacts tab. So, if you want to view all contacts that are accountants for example, you ...
Matter Stages - Admin
The Matter Stages setting on Thread allows you to add particular stages that can be used across matters, documents, and in templates. By creating and using matter stages, you can easily manage and view the progress of a case. Creating Matter Stages ...
Matter Category - Admin
All matters created on Thread must have a category assigned to them. Matter categories dictate which matter stages, key dates, contact types, and custom fields, can be used with the matter. You can also add default templates to a matter category, ...
Document Folders per Matter Category - Admin
Setting up Document Folders in Admin Settings If you use the same set of folders for documents on matters within a specific matter category, you can set those up in your firm Settings, so that they are available on each matter within that category to ...
Custom Fields - Admin
With Thread, you can create custom fields that can be added to a matter or contact. These fields can be viewed in matter summaries and can be used when creating a template. Custom fields must be created for a category such as Matter - Custom, Contact ...
Key Dates - Admin
The Key Dates feature on Thread allows you to add important dates such as commencement dates, court dates, or agreement dates to your matter. With this feature, you can set reminders for key dates which automatically link to your Outlook calendar. ...
Default Templates - Admin
Set up default templates on Thread that automatically generate when you create a new matter. Assign templates to different matter categories such as Criminal Law or Property Law. When you create a new matter in these categories, the templates, such ...
Popular Articles
Thread Development Roadmap
2nd May 2025 Dear customers, We are delighted that Thread V3 has been rolled out successfully to all our customers on 24th February 2025. This major version update was a part of a larger scale plan to provide an easy-to-use system that will help you ...
Thread V3 Release Notes 24th February 2025
Release Highlights New User Interface Streamlined interface for ease of use, with fewer clicks. New ‘To Do’ section, combining outstanding tasks, phone calls and documents for review. One easy place to plan and complete your workload. More focused ...
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\ ...
Mark a Contact as 'Primary Client' on a Matter
You may want to make a contact, or company (if that company has no contacts) the primary client of a matter. When generating bills, the bill will automatically be assigned to the primary client of a matter. You will also be able to pull reports for ...
Deploying the new Outlook Office Add-in - IT providers
To deploy Office Add-in you must have Global Administrator Role Permissions or equivalent. Step 1. Login Login to the Office 365 Admin Centre - https://admin.microsoft.com/ Step 2. Admin Page Click on the Settings Option in the Left Menu Step 3. Apps ...