File Stages eXpd8

File Stages eXpd8

Add File Stages to categories on Thread and update your case as it progresses.  

Adding File Stages 

  1. 1. Click File on the top left corner of eXpd8. 

  1. 2. Click Settings. 

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  1. 3. Go to the List Types tab. 

 

  1. 4. Click Maintain file stages. 

 

  1. 5. Select the category you want to add the file stage to, type in the file stage in the Stage Name field, and click Add. 

 

Updating File Stages 

Easily rename, add a description, or update a file stage with eXpd8. 

  1. 1. Click File on the top left corner of eXpd8. 

  1. 2. Click Settings. 

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  1. 3. Go to the List Types tab. 

 


  1. 4. Click Maintain file stages. 

 

  1. 5. Select the file stage you want to update. 

  1. 6. To rename the file stage, type a new name into the Stage Name field. To add a description, type the description into the Stage Description field. 

 

  1. 7. Click Update. 


Deleting File Stages

  1. 1. Click File on the top left corner of eXpd8. 

  1. 2. Click Settings. 

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  1. 3. Go to the List Types tab. 

 

  1. 4. Click Maintain file stages. 

 

  1. 5. Select the file stage you want to delete and click Delete. 

 

  1. 6. A confirmation window will appear. Click Yes. 


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