Emails
Setting up Email Preferences
There are a number of settings you can do to adjust sending emails in Thread to your preferences. These can all be found by going to your initials/avatar in the top left and selecting Personal Settings. Firstly, ensure you have your personal Email ...
Email Signature
Your email signature in Thread can be applied to all emails sent through Thread. Administrators should set up a Global Email Signature for the firm that users can then apply and edit to include their personal contact information. See: Configuring a ...
Converting Email Attachments to PDF
To prevent any content interference or changes and to maintain the original layout of content when sending email attachments, you can set the Thread application to convert them to .pdfs. 1. Click on your user avatar, located in the top right corner ...
Emailing with Thread
Thread offers various emailing functionalities, and you can find below a summary with the differences to help you decide on the best method to use for your company. SENDING EMAILS: Sending emails from Thread - when you send an email from a matter in ...
Unassigned Emails
Emails sent to and from matters on Thread have an ID that automatically links them to the matter. However, if an email is sent to the Thread dedicated email address, and it does not have a tracker ID linking it to any matter, then it will end up on ...
Importing Emails to a Matter Inbox
You may have had correspondence with a client or other people involved in a matter through your Outlook email account.If so, you can easily import these emails to the matter inbox on Thread. 1.Click on Matters in the left pane of your Thread page ...
Email Folders
If you are used to organising emails into folders, you can continue this practice easily within the matter in Thread. The Email Folder feature allows you to create folders for emails within a matter. You can then choose to view matter emails based on ...
Viewing New Emails on Matters
You can easily view new emails on matters across Thread directly from your homepage dashboard. From this page, you can view all emails based on the matter owner and the date they were received, and search for a particular email in the search bar ...
Moving Email Attachments to Matter Documents
If you have received or sent an email with an attachment, you can easily add this attachment to the Documents page of a matter. From there, you can include the attachment in a folder, edit it, log time spent working on the document, and more. 1. ...
Sending Emails from a Matter
From each matter in Thread, you can send an email directly to your client or other matter contacts and have replies come back directly to the matter inbox. When sending emails from a Thread Matter you are using your Microsoft account, so any email ...
Matter Emails - Overview
There are many benefits to working with matter emails in Thread. You can send emails directly from a matter, attaching matter documents, using an email template or snippet to quickly compile an email pulling the details from the matter. You might ...
Popular Articles
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 ...