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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 ...
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 ...
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 ...
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 ...
Managing Activity Groups in eXpd8
Located at the bottom of the Brief page, this section allows the user to create any number of topics/groups that can be used to group the activities included in the Document Merge and also to be used as divider pages. Creating Topics/Groups within ...