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 ...