that the home page is now all about you.
Start typing name of file you are looking for in the
box, once you have found your file hit return key.
Advanced File serach
Looking for more advanced search of files, click on the
advanced button. This is similar to hitting the magnifying glass in the
This will open up all search options for you.
Phone Messages - View Current
Alarms - View, Active
and Personalised box:
There is a special button here, that allows you to decide what else you want easy access to from the home page- in this case we have selected Template Editor, but you can choose from Internal Email, Reports or Template Editor. What you choose will only affect you, users in your firm can make their own decision on this.
To make your
choice – go to File on the top tool bar and select Settings:
other cool option you have in settings.
You can choose the size of the font that is best for you, small, medium
or large. Check it out and see what
works best for you on your monitor.
Address book - View, Add
client and add contact:
These are dates that have been set on the summary page
of any files, Hearing, Statute and Proceedings:
Search for content when in a file, or advanced search for a file, is now towards the top of the page instead of the bottom.
Activity types and status will apply across all categories of files. Consideration should be given to all areas of the firms work before adding additional types or status.
Activity types and status cannot be deleted or removed after they have been used within files.
Instead of having to identify an item as a Police Report or a Pleading when creating the document merge, it can be assigned that grouping as the document itself is being created or attached to the file.
As the Group headings relate to document merges, the Groups which exist in document merges for the file type are automatically available within that file type. (i.e. Groups in litigation doc merges are available within litigation files. Different Groups which have been created in probate doc merges will be available within probate files):
Group headings must be created within the document merge screen to be available to use within file activities for that category of file
Within document merge, clicking the green plus on
the bottom right enables the creation of a new grouping, type in the name when
the field is created:
These Groupings then become
available within the activity screen for that category of file:
Within the Document Merge
screen you will notice that Groups already applied to documents are visible:
now, within the Document Merge screen,
there is an additional option to select all items by their assigned Group.
Generate is clicked, the user will be presented with a selection area, to
either select a previously generated merge to add the choosen documents to or,
if no document merge has been previously created in this file, select the
On proceeding through with document merge notice a Default merge within saved merges.
This contains the new functionality which will bring through documents into their groupings, use this new Default merge and rename it as required.
Document merges generated before this update will not include the following new
There is now the facility to assign a phone message for more than one user at a time.
When selecting who the caller is for, you may tick a number of users
then how messages display as being for more than one user:
The message will appear in the message list for both users.
user changes the status from Not Taken – the changed status will also be
displayed for the other recipient.
Notice the new option to Auto Alarm Activity.
When ticked, this will automatically alarm the phone message on the file for the file owner.
However, within settings, by ticking Alarm Creator, this
will automatically alarm both the file owner and the person who linked the
phone message to the file.
When using eXpd8 Link from
email notice that there is now an option to Save Attachments
This will facilitate the saving of the email attachments separately to the email itself.
Further to that, within settings in eXpd8, by enabling
the Advanced Attachment Details, the user can in fact identify which
attachments to save to the file:
As many email signatures contain images, which are identified as attachment, this enables the exclusion of signature images.
Items attached through eXpd8 scan watcher, will no
longer be prefixed with the word Scanned.
They will instead be assigned a type of ‘Scanned’:
displays the ledger card as follows:
searching for a template from within a file, templates from the current
category and global templates are available in the default search:
Templates from other categories can be accessed by using the categories drop down option and selecting the required category.
N.B. Where templates from other categories reference category specific custom fields, these cannot be populated from a different category.