Release Notes
Thread Release Notes 25th July 2025
Bill ID A unique bill ID is now required for all bills in Thread, which will automatically be assigned and calculated to each bill when it is created. Your firm can choose the bill ID prefix and starting number to get started. Learn more about how ...
Thread Release Notes 11th July 2025
Required Global Custom Fields Any Global custom fields that are set as Required will now show as a pop-up for all users when entering the matter where those fields are not populated, requiring them to populate the fields to continue working on the ...
Thread Release Notes 4th July 2025
Matter Alerts Create alerts on a matter and choose to show the alert to all or only specific users. Alerts can show as a popup requiring users to close the popup before working on the matter, or as a notification in a side panel. There can be ...
Thread Release Notes 1st July 2025
To-do list outstanding You will now see a number of outstanding items assigned to you in each tab (Tasks, Document Review, Call log). The total number of your open items will show next to the tab title, regardless of filters you have applied on each ...
Thread Release Notes 3rd June 2025
Internal Email Subject Enter an internal subject for any email within the matter Emails tab to help you organise and label emails within a matter. Choose your preferred view (Original, Internal or Both), and edit internal subject wherever you can ...
Thread Release Notes 16th May 2025
Matters' Default Start tab Choose a default tab where you would like all matters to open. Default tab setting will remain until changed and applies per user only. To set a default tab, open any matter and right-click on the tab you wish to set as ...
Thread Release Notes 6th May 2025
Key Dates on Templates Now that multiple of the same key date type can be added to a matter, templates have been updated to populate with the first upcoming key date of that type. For example, when you have multiple hearing dates on a matter, when ...
Thread Development Roadmap
2nd May 2025 Dear customers, We are delighted that Thread V3 has been rolled out successfully to all our customers on 24th February 2025. This major version update was a part of a larger scale plan to provide an easy-to-use system that will help you ...
Thread Release Notes 18th April 2025
Tasks Priority All new Tasks are now updated to show 'Medium' priority as default value when being created. Other updates Error happening intermittently to users when deleting empty folders - fixed. Some tasks showing blank when trying to print - ...
Thread Release Notes 28th March 2025
Matter Documents - Multi-edit document properties Select multiple documents and edit their status, bundle section, document type or activity date at once. When documents are selected, click the pen icon in multi-select toolbar. In the pop-up that ...
Thread Release Notes 4th April 2025
Pinning Documents Pin any document(s) to the top of your Documents page by right click or using three dots menu on a document, then choose Pin under Additional actions. Follow same steps to unpin a document. Pinned documents will show in a green ...
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 ...
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Thread Development Roadmap
2nd May 2025 Dear customers, We are delighted that Thread V3 has been rolled out successfully to all our customers on 24th February 2025. This major version update was a part of a larger scale plan to provide an easy-to-use system that will help you ...
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\ ...
Mark a Contact as 'Primary Client' on a Matter
You may want to make a contact, or company (if that company has no contacts) the primary client of a matter. When generating bills, the bill will automatically be assigned to the primary client of a matter. You will also be able to pull reports for ...
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 ...