Events
Viewing matter events
1. Click Matters on the left pane of your Thread. 2. Search for the matter you would like to view the events for, by using the Search matter functionality and/or the filters, to narrow down your search. 3. Click on the Events tab in the top grey pane ...
Creating Appointments
With Thread, you can create appointments that automatically appear in your Microsoft Outlook calendar. You can also create a Microsoft Teams meeting, and link appointments to specific matters. Creating Appointments with Quick Create The easiest way ...
Managing Key Dates on a Matter
Once key dates have been created in Admin Settings, you can easily add them to your matters. When a key date has been entered on a matter, the matter owner and the user adding the date will see it in their Outlook calendar and receive a reminder in ...
Events – Overview
The Events feature on Thread allows you to keep track of important appointments and key dates, such as client meetings, court dates, or agreement dates on your matter. With this feature, you can set reminders for appointments and key dates which ...
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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 ...