File Management in eXpd8

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 Files 

Get started with file management on eXpd8 by firstly adding files to the application. 

  1. 1. Click the Advanced search button on your homepage. 

 

  1. 2. On the Files tab, click Add File. 

 

  1. 3. On the File Summary page, add details of the new file including the name, file owner, status, category, and description. 

 

  1. 4. Click the Save button on the left. 

 

  1. 5. Click the Contacts Tab to link a main client to the file. You will receive a prompt to save your file details, click Yes. 

  1. 6. On the top pane, click Link Client. 

 

  1. 7. A pop-up window will appear. Select the client you want to add as the main client and click OK or if their details have not been added to eXpd8 yet, click Add New Client… 

 

  1. 8. Click the Save button on the left. 

You can link more contacts to the file on the Contacts tab, and add activities such as mails, tasks, and phone messages on the Activity tab, and custom fields on the Fields tab. 


Editing Files 

Easily edit or update the details of a file on eXpd8.  

  1. 1. Search for a file on the home page or click Advanced Search and select the file from the list. 

  1. 2. Click Update File. 

 

  1. 3. To edit file details, go to the Summary tab. When finished editing, click Save. 

 

  1. 4. Add new contacts by going to the Contacts tab and add a custom field by going to the Fields tab. 

 

  1. 5. Ensure to click the red Save button on the left when finished editing or updating a file. 


Deleting Files 

If you no longer want a file on eXpd8 you can delete it easily. 

  1. 1. Search for a file on the home page or click Advanced Search and select the file from the list. 

  1. 2. Select the file you want to delete and click Delete File on the top pane. 

 

  1. 3. A confirmation window will appear asking you to confirm your decision. Click Yes. 


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