Emails
Internal Email Subject
With Thread, you can add an internal email subject to any email in the Emails tab of a matter. All emails can have an internal email subject, whether in Inbox, Sent items or Folders. Internal email subjects will always show in green font for easy ...
Send Emails from Dedicated mailbox
You can send emails from a dedicated mailbox for your firm (e.g. info@yourdomain.com), by editing your personal settings. 1. Click your username in the top left corner. 2. Click Personal settings. 3. Scroll down to Send email from dedicated mailbox ...
My Snippets
Save time and avoid typing repetition when emailing and inviting contacts to appointments, by setting up email snippets on Thread. Creating Snippets (Email) To create a snippet while composing an email in Thread: 1. Select the Emails tab of the ...
Send Emails From Your Own Email Address
Ensure you are sending emails from your individual email address and not the Thread dedicated email address (yourdomain@threadsoftware.ie) by editing your personal settings. Emails sent from the dedicated email address will not appear in your sent ...
Viewing Historic Emails in Matter Documents
All historical emails initially found under the Activities Tab, will now be available under your Matter’s Documents List for your reference, while all emails you send or receive using the new Thread version will now be accessible under the Matter’s ...
Default Email Subject
When sending emails, Thread can set the default email subject to Matter Name, Activity Title (the title of the document included in the email), Matter Code, or the contact's Unique Reference Number. This means, that all emails you send through Thread ...
Receive New Email Notifications on Matters
Users automatically receive notifications for new emails on a matter when they a) create a matter on Thread, b) are a matter owner, or c) have sent an email from the matter. When you receive a reply to an email sent from a matter, this email will ...
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 ...
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