System Settings
How to import Matters and/or Contacts to Thread using IMPORT DATA function - Admin
Import Contacts to Thread Click Settings tab in the bottom left corner. Select System on the left pane. Select Import Data Choose Contact from the dropdown menu. 5. Drop or Click to locate the populated 'Contacts_Import_Template' excel file and then ...
Scanner Setup - Admin
To setup a scanner from a configured email address or subject line, you must configure these settings in Settings - General - Scanner Setting: Adding Scanned Items From a Configured Email Address 1. In Scanner Setting, input the email address ...
Relationships - Admin
With Thread, you can link contacts based on their relationship to each other, for example, family members, colleagues, or referrals. To add relationships to contacts, the relationships must first be created in Settings. Make sure to create ...
Viewing Thread Audit Logs - Admin
If you are a Thread user with access to the Team Management, you will see the Audit Logs page where you can view changes made by all users in your firm to matters, contacts, and more. You will also be able to view all users log in/out time. On the ...
Document Status - Admin
With Thread, you can add document statuses that can be used across all matters on the application, e.g. pending, dealt with, draft, sent. Adding statuses to matter documents allows you to view their progress as you can change statuses as documents ...
Formatting a Global Email Signature – Admin
The global signature feature allows administrators to set up an organisation-wide email signature that users can then apply to emails that are sent through Thread. Users can apply and further configure this global email signature in their Personal ...
Bundle Sections - Admin
When creating a bundle on Thread, all documents must be assigned to Bundle Sections, such as Correspondence, Pleadings, Reports, Discovery, etc. Thread comes loaded with some standard bundle sections however you can add your own sections in Settings ...
Conflict Check - Admin
The conflict check setting on Thread allows users to check for any existing conflicts when adding a new matter or contact to Thread. If you have these settings turned on and try to add a new matter or contact, you will receive a prompt from Thread ...
Amending Timeout duration in Thread - Admin
To amend Timeout duration in thread 1. Click Settings on the left bottom pane 2. Click the General tab. 3. Go to Timeout Setting field. 4. Amend the minutes to your preferred duration and Save.
Set Task Subjects - Admin
All tasks created on Thread must have a task subject / title. When creating a task, you can enter a unique subject, or you can use existing set subjects created in Settings. Having task subjects pre-set helps to create tasks faster, allowing users to ...
Configuring a Global Email Signature - Admin
The ‘Global Signature’ feature allows administrators to set up an organisation-wide email signature that all users can then add their contact details to in personal settings. 1. Go to the left side panel on your homepage and click on Settings. 2. ...
Matter Code Patterns - Admin
The matter code patterns section on Thread allows you to choose the pattern of how your matters are displayed. You can add patterns or separators that are specific to your firm. For example, a matter that has the matter code pattern ...
Questions and AML Documents - Admin
The Questions Tab, within client details in Thread, facilitates the capturing of Proof of Identity images and documentation to meet AML requirements. Adding a New Question To show a Question for clients, the question must first be added in Settings. ...
Call Log Settings - Admin
There is a default Call Log setting on Thread that can be changed by administrators so that newly created Call Logs can be linked to the current matter you are on by default. Call Log Settings To change this setting, do the following: 1. Select the ...
Deleted Matters and Documents - Admin
All deleted matters and documents are stored in a Recycle Bin on Thread for a period not exceeding 93 days after deletion. This recycle bin is directly hosted by Microsoft SharePoint, and as such their retention policy is automatically applied to ...
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 ...