FAQ
Downloading Documents from Thread in SharePoint
Downloading Documents from a Matter Go into a matter in Thread and type in CTRL+ALT+T. You will then be routed in that matter's folder in SharePoint and click the Download button on top. This will download as a Zip file to your local PC with all the ...
Set Tasks Notification emails to go to a specific folder in Outlook
Rules allow you to move, flag, and respond to email messages automatically. You can also use rules to play sounds, move messages to folders, or display new item alerts. The easiest and most common rule to create is one that allows you to move an item ...
How to include a Microsoft Form link in Thread email template?
You can use Microsoft Forms to create and share forms with your clients whenever you need to collect any information for the file you are starting or working on. You can check short video guides on how to create a form and share the form to collect ...
Inbound Enquiries Reporting
Export Matter History Report 1. Open the Inbound Enquiries matter in Thread. 2. Click on the Matter History icon (located beside the Calendar icon, in the top right corner of the matter). 3. Select from the Drop-down menu whether you wish to view ...
Tax Rate Not Appearing on Bills or Invoices
If Tax is not being applied to invoices and bills generated through Thread, ensure that you have a default Tax rate configured in Admin Settings. 1. Select the settings tab on the bottom left of your menu. 2. Select General, then Tax Rate. 3. To ...
Thread appointments not syncing with office 365 time zone settings
If you come across an issue where Thread does not automatically reflect the time zone when creating appointments from Outlook account settings as per example below Time zone is set to (UTC+00:00) Dublin, Edinburgh, Lisbon, London in Outlook account ...
Microsoft Bookings with me
Bookings with me lets people schedule a 1:1 meeting or appointment with you. It integrates with the free/busy information from your Outlook calendar. You can create custom meeting types to share with others so they can easily schedule time with you ...
How to change matter category after matter is created?
You may have instances where the matter category needs to be changed, and this can easily be done within the matter Overview page. When inside a matter, on the matter Overview tab, click on the dropdown menu to select the correct category for the ...
How to remove a default template when opening a new matter
It is highly possible that there is a default template on the categories where a new matters / case are opened. If that is the case then you will need to have someone who have Thread Administrator access: 1. Go to Settings 2. Select Matters 3. Go to ...
How to create a shortcut icon for Thread on the desktop
Microsoft Edge 1. Click on the 3 dots on the right-hand side of your browser. 2. Select Apps. 3. Select Install this site as an app. 4. Click Install to add to your desktop. 5. You will have now the Thread Icon shortcut on your desktop. Google ...
Accessing Thread Legal
Getting logged into Thread Legal 1. Go directly to https://app.thread.legal/ or go to our website https://www.threadsoftware.com/ and click Login in the top right corner: 2. You will be prompted to enter your MS365 credentials (or Pick an account ...
How to dictate to Thread using Microsoft Voice Typing?
Did you know that you can have your spoken words typed directly into Thread using Microsoft Voice typing tool? Add text to a matter note, email or document easily just by talking. 1. Open a matter note or email that you want to type into. 2. Click ...
Date Settings
If you need to change your date settings on Thread, you can do this through your Outlook web account, as Thread applies date settings as per your Outlook account settings. 1. Click this link ...
Removing Thread Enterprise Applications
Removing Thread from 365 Tenant. When a client terminates or stops using Thread they can remove Thread access from their Tenant immediately by following the instructions below. Note: Once the final deletion of client data occurs 30 days after ...
Clearing Cache in Browsers
You may need to clear your browsers cache if you are experiencing 502 or 404 errors, if malware has corrupted your cache, or to free up space on your hard drive, amongst other reasons. Clearing Cache in Microsoft Edge To clear cache in Microsoft ...
Moving to a New Domain
If you are changing your email domain (e.g. user@company.com to user@othercompany.com), and would like to keep using the same Thread site, this is only possible if both domains are linked to the same Microsoft tenant. Domains within same Microsoft ...
How to transcribe dictations with Microsoft Word?
You can easily have your dictation audio files typed up in a Word document using Transcribe in Microsoft Word. Note: Only one transcription can be added per document. If you would need multiple dictations within the same document, you can transcribe ...
Coding and Formatting a Letterhead across the page width
You can code your templates with the header and footer so that if your header or footer images or details ever change, you only need to change them in Thread settings, and it will apply to all templates. If you wish that your header and footer show ...
PDF preview is not available on Thread
If your PDF preview is not available on Thread, please follow the steps below to change your browser settings. Please see link for Chrome then Select Open PDFs in Chrome chrome://settings/content/pdfDocuments 2. Please see link for Edge then Toggle ...
Updating Bundle table of contents in Word
When generating a bundle as a Word document, you can further edit how the table of contents shows in Word. Note: Below is a help guide only - it is not a Thread functionality. For any further questions or issues with editing pages or page numbers in ...
Common IT Support Issues
Thread is a cloud based software solution which means there is no installation on your PC, and you can access it on any browser where you have an internet connection. To access Thread you need to have an active licenced Microsoft 365 account. Thread ...
Contacting Thread Support
By Phone: UK: +44 283 799 8620 Ireland & EU: +353 1 870 4949 US: +1 704 930 0408 On the Menu system Press Number 1 to go to the support team. By Email: support@threadsoftware.com To log a support request, please: 1. State which product you are using ...