System Settings
Document Type - Admin
When you add a Document to a Matter, you can choose the type of Document it is, e.g. form, contract, document etc. Thread allows you to add Document Types in Admin Settings that can then be added to documents when created. You can then view documents ...
Undertaking Settings – Admin
Undertaking Settings You can customise options for Undertakings in Thread to be able to choose which group and type the undertaking belongs to, and what statuses should apply. You will find all undertaking settings within the Settings cog at the ...
Admin Settings - Overview
Admin Settings - Overview Our Admin Centre contains all your firm settings and configurations relating to Thread, including general settings, system configurations, matter settings, and integrations with other applications. We have divided all admin ...
Company Type and Status - Admin
You can create company types and statuses that can then be applied to newly created or existing companies. You can then view companies based on their type or status in the Companies tab. So, if you want to view all companies that are consultants or ...
Editing Master Word Document - Admin
When you create a new Word document on a matter in Thread, the layout of the document can be customized to your organization's preferred style. This is known as the Master Document. The Master Document is the default Word document which can be edited ...
Your Company Logo - Admin
With Thread, you can upload your company logo to appear on templates, generated documents, and on the top pane of the application. Uploading a Company Logo You can upload a company logo in image format (.jpg or .png) that is less than 0.5MB in size. ...
Release-Permissions - MS Admin
With the release of our new appointment feature which includes the ability to add Microsoft 365 meeting rooms to appointments, Thread requires additional permissions to enable this added functionality. We have made it easier for global admin* users ...
Popular Articles
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\ ...
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 ...
Providing Evidence of Microsoft 365 Licensing - MS Admin
Thread Legal requires evidence of Microsoft 365 licensing, to ensure that a client has the right licensing necessary to use the application. To provide us with evidence of licensing, please do the following: 1. Click on this link as a Microsoft ...
Adding hourly rates
An hourly rate can be set for each Fee Earner, by selecting the users name and typing an hourly rate. 1. In the top left corner of eXpd8 2. Select File then Settings: 3. Click on User Details tab Note: If eXpd8 is linked to eXpd8 accounts, be sure to ...