Exporting Contacts for Outlook
1. Click on File in the top left corner of eXpd8 home screen
2. Select Reports from the drop down menu and expand Clients tab to select Client Outlook Export
Note: Ensure the correct Home Address or Business Address field is selected to suit your requirements
3. Select Output File. An excel file will be created for download and can be imported to Outlook for sending an e-mailshot
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, ...
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\ ...
Outlook Pop up ( A program is trying to access data from outlook that may include address book information. )
Users are getting this pop up on Outlook when generating briefs or linking an email using add ins To fix this, Outlook needs to be "Run as Administrator" as in the Screen shot below Once in Outlook click on File and select Options as shown in the ...
Adding Wills to Contacts You can add wills that your clients have made directly to their contact details on eXpd8. All wills uploaded to eXpd8 can be viewed and managed in Reports and the Wills & Deeds tab. Wills must be added directly to a contact’s ...
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 ...