Applying Default Search in Expd8

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• Searching for files

  There are two ways of searching for an existing file in eXpd8 Option 1 1. Type directly into the search field on the home page of eXpd8 Any file name containing the characters typed will be displayed 2. The up & down arrow on your keyboard enables ...

• Working with Print View

  Visible throughout eXpd8, on the top tool bar, the Print View option, is particularly useful when accessing from within a file By default, Print View will generate a report of all activity within a file and the associated author, date, and any ...

• Extracting a Report of Active Files

  1. Click on File in the top left corner of eXpd8 home screen 2. Select Reports from the drop down menu (the Files tab will appear expanded by default) 3. Click on Active Files Note: Set your preferred search criteria (Author, File Owner, Category, ...

• eXpd8 v4 - What is new in version 4

  New look and feel Welcome to the new eXpd8 Home page Notice that the home page is now all about you. Its resizable – so you are no longer stuck with a small window in the middle of your screen. Your control panel on the left provides easy access to ...

• Linking a Client to a File

  After creating a new file, it's important to then link a main client to the file. 1. Click Contacts tab and select the Link Client option. This will open the eXpd8 address book 2. First start a search for the client, in the search for box 3. Once you ...