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
1. On the homepage, at the left side panel. 2. Click the Settings - gear icon (⚙) at the bottom. 3. Click on Create & Edit under Template Desk section. 4. Select Bundle Cover from the filter option. 5. Click 1.Add to create a new Bundle cover or, ...
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 ...
Template Designer Common Sign In Issues
If you are having issues signing-in to your Template Designer, please see the following common causes and solutions. Account used for your Windows device is different from your Thread account 1. Open Word and click on the username in the top right ...
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 ...