Contacts
Viewing Contact Audit Logs
Audit logs within a contact allow you to keep track of any changes made to that specific contact details. To view any contact audit logs, open the edit contact window and then scroll to the right to click on Audit Logs tab. You will be viewing all ...
Contact Documents
You may need to add documents, such as a passport, medical records, or a driver’s license to a contact on Thread. This can be done at any stage through the Contacts tab. Uploading Contact Documents 1. Click Contacts, located in the left pane of your ...
Creating and Deleting Contacts
New contacts can be easily created on Thread by using the Quick Create Button in the bottom left corner. Once you've created a contact, you can link it to a matter, add important documents, answer relevant questions, and much more. 1. Click on the ...
Editing contact details
Once you have added a contact to Thread, you can update their details, add documents, link them to matters, add contact relationships, answer contact questions, and more. Updating Contact Details You can update contact details at any stage after ...
Deeds
You can easily add deeds to a contact on Thread. All deeds added to Thread contacts can be viewed and managed on the Deeds page. Adding Deeds to Contacts Deeds must be added directly to a contact’s details on Thread, they cannot be added on the ...
Wills
You can add wills that your clients have made directly to their contact details on Thread. All wills uploaded to Thread can be viewed and managed now on the Vault page / Wills. Adding Wills to Contacts Wills must be added directly to a contact’s ...
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 ...