Templates
Email Templates
Simplify and speed up your email flow by setting up email templates on Thread. Just like documents created on Thread, email templates can be set up to pull in Matter and client information when sending an email, saving you time and effort. Create ...
Creating Bill Template(s)
1. On the home page, in the bottom left-hand panel select the settings option then under Template Desk, click Create & Edit. 2. From the top pane drop-down menu, select Bill 3. Click Add to create a new Bill Template or Drag and drop documents to ...
Creating Bundle Cover Templates
On the homepage, at the left side panel, Click the Settings - gear icon (⚙) at the bottom. Click on Create & Edit under Template Desk section, Select Bundle Cover from the filter option. Click 1.Add to create a new Bundle cover or, 2.Drag and drop ...
Uploading Templates
With Thread, you can easily upload, edit, and use your existing legal templates. 1. Click the Settings - cog icon (⚙) on the left side panel of your homepage. 2. Click on Create & Edit under Template Desk section. 3. Select the matter category you ...
Using the Template Designer
All templates used on Thread must be coded correctly using the Thread Template Designer add-in for Word. For instructions on downloading the add-in, see Installing Thread Add-ins. You can use an existing template or create a new Word document and ...
Creating a Template Workflow
Improve the way you work on Thread by setting up template workflows. Be reminded to send out documents by adding tasks to templates and linking the subsequent document to the task, ensuring that you never forget to send out a document or letter ...
Adding Templates to multiple categories
You might have templates that would be used across multiple categories with the same or similar set up. You can follow the steps below to quickly add the template to all relevant categories without coding them for each category individually. 1. Once ...
Uploading Template Headers and Footers
You can automatically populate template headers and footers with a company logo or an image by uploading the image in Thread Settings. This way, you can ensure consistency across all documents created with Thread’s Template Designer. 1. Click ...
Thread Template Designer for Word - New Add-in
Removing Template Designer If you are using an old version of Template Designer, please follow the steps below to remove it from your device. 1. Open Word on your desktop, and in the toolbar, select Insert and then click on "My Add-ins" 2. Next to ...
Removing Template Designer
If you are using an old version of Template Designer, please follow the steps below to remove it from your device. 1. Open Word on your desktop, and in the toolbar, select Insert and then click on "My Add-ins" 2. Next to the Thread Template Designer ...
Templates/Precedents - Overview
Templates are a key feature of Thread that you can set up to most effectively utilise the application. Templates are used for documents, bills, bundles, or emails, and can be created to be used across all matter categories on Thread. Setting up ...
General Documents
Distinct from templates, the General Document tab on Thread is where frequently used documents such as ‘terms of service,’ blank forms, or ‘directions to our office’ should be stored. Documents that are added to the General Documents tab cannot be ...
Using Custom Fields on Templates
Include more information about your matter by creating custom fields on Thread and choose which matter categories those fields need to show on. Custom fields added to a matter category can then be included in templates for that category, so that any ...
Installing Thread Template Designer from Word desktop
1. On Desktop word, click on Home then select Add-ins. 2. Search for Thread in the search bar then click Add on Thread Legal Template Designer for Word. 3. Sign in with your account. To learn more about setting up your Thread templates, go to ...
Popular Articles
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 ...