Creating a new File

Creating a new File

1. Select the Add File option within the Advanced search screen

This will open the Summary tab screen for a new file
2. Enter a File Name

3. Owner will display the current users name, select alternative users from the drop down list (it is important that the file owner be recorded correctly).
4. File Type drop down must be used to associate the file with a relevant category. See File Categories.
5. Stage drop down enables the selection of the appropriate stage for files of a particular type.   See Maintain File Stage.
6. Description is generally used to record the ‘re’ field that will be used most often within letters and precedents generated later.
7. File code can be used to reflect the accounts code reference for this matter within a ‘non linked’ Accounts package for cross reference; this can be manually entered.
    Where eXpd8 Accounts are installed, this field is renamed to read historic file code and provide reference to previous accounts package file code.
8. Location provides an area to capture the actual location of the hard copy file when required.
9. File number is an internal software reference which cannot be altered.

    • Related Articles

    • File Management in eXpd8

      Effectively carry out all of your file management on eXpd8, from adding files, linking main clients and contacts, creating activities such as tasks and phone messages, adding custom fields, creating templates, generating briefs, and more. Creating ...

    • Creating File Categories

      Categories are used to group similar file types together 1. Click on Advanced button on the right of the home page 2. Select File Categories tab Adding a Category 1. To create a new category, over type the default text visible in the Modify Category ...

    • Creating a New Template

      To create a new Template 1. Highlight the File Category the template is to be created for 2. On the top tool bar, click the New button [the white blank document] 3. New Document Template screen is displayed 4. Name the Template 5. Click OK and you ...

    • 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 ...

    • File Stages eXpd8

      Add File Stages to categories on Thread and update your case as it progresses. Adding File Stages 1. Click File on the top left corner of eXpd8. 2. Click Settings. 7 3. Go to the List Types tab. 4. Click Maintain file stages. 5. Select the category ...