Save time and streamline your order creation process with Order Templates! This feature is designed to make initial data entry much easier when creating orders in Flows. If you have customers who place recurring orders, you can set up a template with their information and apply it with a few clicks. Creating an Order Template You can access Order Templates from the menu: Organize > Templates > Orders. When creating your Order Template, you'll need to enter the following mandatory fields: 1. Template Name: This is the name you'll select when creating an order. 2. Order Name 3. Priority 4. Shipping Type You can also pre-fill other optional fields: 1. Owner 2. Shipping Name 3. Shipping Address 4. Shipping / Tracking # 5. Customer Email 6. Customer Name 7. Any other custom order fields that have been created for your bureau. Remember - all information entered in a template can be edited within each individual order later on. Once you've entered the details, click the Save button in the top right corner. Screenshot showing the creation of an Order Template Applying an Order Template Once you have created a template, applying it to a new order is quick and easy! 1. On the Order Page, look for the Select Order Template field in the top-left corner. 2. From the dropdown menu, choose the name of the template you want to use. 3. The template details will automatically populate the order fields. 4. You can then make any amendments as needed to the order information, such as editing the priority or specifying a due date. GIF showing process to apply an Order Template Why Use Order Templates Order templates will help you to: • Save time on data entry for regular customers • Reduce errors by pre-filling consistent information • Streamline your order creation workflow. We hope this functionality significantly speeds up your order creation process! If you have any suggestions for further improvements, just reach out to us at support@authentise.com.

In today's fast-paced world, productivity tools play a crucial role in helping you manage your time efficiently, stay organized, and accomplish tasks more effectively. Thread's event suggestion feature uses our large language model (LLM) to make helpful, thoughtful, and relevant suggestions that prompt you to create events to assist in work management and completion.  The event suggestion feature works by providing a response to a conversation taking place in a thread. By clicking the bright lightbulb icon on the bottom right of the comment text field (see image below), you can see event suggestions and decide to either Accept, Edit, or Dismiss the suggestion.      Selecting Accept will automatically generate the event in the events list on the right-hand panel. The event will be set to Not Started by default.    Selecting Edit will open the edit event screen (create an event panel), allowing you to add any further details to the bot's suggestion. This allows for maximum flexibility with the bot's suggestion.    Selecting Dismiss will remove the event suggestion from your screen (you'll need to click the lightbulb icon again to see it). This keeps your workspace tidy, making it easy for you to only create necessary events.  The event suggestion feature streamlines task management by automatically suggesting from user comments, enabling users to effortlessly convert discussions into actionable items.

Experience a new dimension of collaboration with our new 3D viewer: Threads3D! Seamlessly integrated into Threads, this innovative feature revolutionizes how teams visualize and interact with 3D models. To upload a CAD model to a relevant thread, you'll need to click References > Add (+) > select a CAD model (see accepted file types and sizes below), and add a title and description for the reference.   Once the connection to the 3D modeler has been made, you'll be able to click the orange square on the reference card to view the model.   Google Drive Integrating Google Drive into your Threads Workspace enables Comments to be added into Threads and automated naming of Files & Links to be added. Clicking through under "Integrations" enables this feature.   Threads3D  Annotation and Collaboration You can foster dynamic collaboration and efficient design review with built-in annotation tools. Add comments, notes, and markups directly onto 3D models, promoting real-time feedback and communication. To leave a comment on a component, simply right click to display the comment window. Any comments made to the model will be propagated in the relevant thread where the model was uploaded under the "all" section. File types and sizes  Currently, Threads3D can support STEP (.stp or .step) and STL (.stl) files of a maximum size of 128 MB.    Uploading a 3D file to use Threads3D Annotations on a 3D Files