Templates
Modify User Details in eXpd8
Modify User Details Once you have added users to eXpd8, you can modify their details such as their name, user type, permission to publish, and password. 1. Click File on the top left corner. 2. Click Settings. 3. Go to the User Details tab. 4. ...
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 ...
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 ...
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 ...
Working with Clients in eXpd8
Adding Clients Build up your address book on eXpd8 by adding new clients easily. Easily link clients to files after their details have been added. 1. Click Add Client on the home page. 2. A pop-up window will appear. Add in the contact's details ...
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 ...
Word prompting to open in safe mode when generating templates
This pops up every time a user generates a template Option 1. Run office repair. Option 2. Open Registry editor and follow this path : Computer\HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Common\Open Find Then Follow the steps below: Reboot the ...
Failed to load control 'ImageList' from MSCOMCTL.OCX. Your version of MSCOMCTL.OCX may be outdated
Getting this error in Expd8 In most cases isn't OCX file rewritten by an older version, but the older version is placed in some directory by an incorrect setup program and registered in this new place. So it is sufficient to unregister & register ...
Error - 1 ( Template failed to generate / review 3rd party macro setup )
User is getting this error when generating templates 1. checked macros settings in word. and make sure it is enabled If still same issue occurs follow the steps below. Open the template in template editor (note the template # e.g. 168 - Word) Home ...
eXpd8 v4 - What is new in version 4
New look and feel Welcome to the new eXpd8 Home page Notice that the home page is now all about you. Its resizable – so you are no longer stuck with a small window in the middle of your screen. Your control panel on the left provides easy access to ...
Error in Brief ( Dec2022 windows update fix )
Users are getting this error when generating briefs. This was caused by the December 2022 windows update where this security update addresses a vulnerability where restricted mode is triggered for the parsing of XPS files, preventing gadget chains ...
Applying Default Search in Expd8
merged.txt caused serious error when opening templates in Expd8
When opening a template in expd8, it's not opening at all and when you open a word app this error comes up. 1. Delete Merge.txt file from C:\ Practpro \ template folder but make a copy on desktop just in case it's needed back 2. Try opening templates ...
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 ...
Best practice time keeping
One of the primary benefits of using eXpd8 accounts in conjunction with eXpd8 case management is to significantly impact on the quantity and turnaround time of billable hours. By ensuring all activity on a clients file is passed to the accounts ...
eXpd8 Install for IT Providers
These requirements must be completed pre installation Once they are added the PC must “Always” be restarted to implement the changes to proceed or else it will install it under admin rather than the user needing to use it. eXpd8 Install Guide · ...
Program not Branded - Error Expd8 Install
When you are installing Expd8 you get an error message that says "Program not Branded" Sometimes your antivirus software can interfere with the eXpd8 update process and not permit it to complete fully, it is easily remedied. Go into my Computer, into ...
eXpd8 Installation Guidelines (for IT Providers)
Note: Please review the checklist before proceeding with the eXpd8 installation. Requirement - .NET 3.5 and 4.7 should be installed and turned on. - eXpd8 must be installed under the user's profile. - User profile should have local admin rights ...
Creating a New Template
To create a new Template 1. Highlight the File Category the template is to be created for 2. On the top tool bar, click the New button [the white blank document] 3. New Document Template screen is displayed 4. Name the Template 5. Click OK and you ...
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\ ...
Popular Articles
Client Connect - Overview
Client Connect allows your clients and partners to stay informed and exchange documents on your matters from anywhere, at any time. Once you provide portal access to an external contact, they will receive an email inviting them to access the ...
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\ ...
File Emails - Overview
There are many benefits to working with file emails in Thread. You can send emails directly from a file, attaching file documents, using an email template to quickly compile an email pulling the details from the file. You might also want to schedule ...
How do I Share my Calendar on Thread?
1. Click your username in the top right corner. 2. Click Personal Settings. 3. Scroll down to Shared Calendar URL. 4. Hover your cursor over Shared Calendar URL. A tooltip with a link will appear. Click on the link. Calendar - Outlook (office.com) 5. ...
File Documents - Overview
It is important to have all file documents in one place, where they can be easily accessed and edited. Create new documents, or use templates to generate documents from templates (you must have templates already set up in your Template Desk). If you ...