Outlook Add-in
Sending Emails on Outlook to Thread Contacts
By using the Outlook add-in, you can send emails to Thread contacts directly from Outlook, without having to input their email in the To field. The contact must be linked to a matter and must have an email added to their contact details. 1. Start a ...
Thread For Email Outlook Add In
Thread Outlook Office Add-in is a web-based add-in that can be instantly deployed by your Microsoft Global Administrator to all users within the company. There is no installation required on user devices. Any updates will be instantly applied. It is ...
Create a new Matter in Thread using Outlook add-in
You can easily create a new Matter from your Outlook, using the Thread for Email Outlook add-in. Select any email and open the add-in using the steps here. Click on Create new Matter. Enter the details for your new Matter. Choose the main client for ...
Using Outlook add-in when drafting an email
If you start drafting an email in your Outlook, you can use Thread for Email add-in to link that email to a matter, include matter documents as email attachments, or choose matter contacts as recipients. Once you send the email, that email will ...
Clearing Cache on Desktop Outlook Add in
1. Close Outlook app first. 2. From the PC, Click on Search then type or select Run. 3. Enter this in the box %LOCALAPPDATA%\Microsoft\Office\16.0\Wef\ then click OK. 4. A pop up will show up, look for the webview2 folder and delete this completely. ...
Attaching Thread Documents to Outlook Emails
With our Outlook Add-in, you can easily attach documents on Thread to any email sent from Outlook, saving you time downloading documents and uploading them from your desktop. Open your Outlook App. Click New Email in the top left pane. In the New ...
Navigating the Thread for Email Outlook add-in
The Thread for Email Outlook add-in helps users link their emails and attachments to Thread matters directly within Outlook to make it easier to manage and organize email correspondence and documents. In Thread, click on My Mail tab, or open the ...
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 ...
Uninstalling Desktop Outlook Add-in
Do you need to uninstall your Thread Outlook add-in because of an upgraded version, or for other related reasons? Follow the instructions below to successfully uninstall the add-in. Older Windows devices 1. Click on the Windows Icon on your taskbar ...
How to pin your Thread for Email Office add-in
In Web Outlook - your Thread for Email Outlook add-in will show at the top right corner on each email you open. If the Thread for email icon is not visible in the top right corner, click on the App icon and select it from the pop-up window. If you ...
Uninstalling Thread Email Office Outlook Extension
Do you need to uninstall your Thread Email extension because of an upgraded version, or for other related reasons? Follow the instructions below to successfully uninstall the Outlook extension. From your Outlook app: 1. Go to your Outlook app. 2. ...
Thread for Email Installation Failed
Getting this error when installing Thread for email using the link ( https://appsource.microsoft.com/en-eu/product/office/WA200004673?tab=Overview ) Open Outlook on the web ( https://outlook.office.com/ ) and go to "Get Add-Ins" tab as highlighted ...
Create a Thread Contact using Outlook add-in
You can easily create Thread contacts using the Thread for Email Outlook add-in. Open an email you received from the contact you wish to add to Thread. Click +Add next to this contact in the add-in. Enter any relevant details and click Add Contact at ...
Add Attachments to Contacts using Outlook add-in
When using the Thread for Email Outlook add-in, select an email in your Outlook that has the attachment you wish to add to a contact in Thread. Under your Contacts list, click the down arrow next to Attachments. Select the contact you wish to add ...
How to open Thread for Email add-in?
Desktop Outlook Select any email in Outlook and then click on Thread for Email add-in at the top right corner in your Outlook toolbar. The add-in will open on the right side, click Sign in to login with your Microsoft account. If you want to keep the ...
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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 ...