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Adding and Removing Users in eXpd8
Adding Users 1. Click File on the top left pane. 2. Click Settings. 3. Go to the User Details tab. 4. Enter the details of the new user including their name, user type, password, and network username. Tick the Can publish box to allow the new user to ...
Maintaining File Stages
1. Click on Maintain File Stages to open the Maintain Stages screen. When created, stages are relevant and available to files within the associated category. 2. Below display lists all existing file categories: 3. Selecting a category, enables the ...
Wills
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 ...
File Categories in eXpd8
Adding File Categories 1. Click the Advanced button on the homepage. 2. Click the File Categories tab. 3. Enter the name of the new category in the box shown and click Add Category. Renaming File Categories 1. Click the Advanced button on the ...
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 ...