User Guide
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 ...
Linking a Client to a File
After creating a new file, it's important to then link a main client to the file. 1. Click Contacts tab and select the Link Client option. This will open the eXpd8 address book 2. First start a search for the client, in the search for box 3. Once you ...
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 ...
Searching for files
There are two ways of searching for an existing file in eXpd8 Option 1 1. Type directly into the search field on the home page of eXpd8 Any file name containing the characters typed will be displayed 2. The up & down arrow on your keyboard enables ...
Working with Print View
Visible throughout eXpd8, on the top tool bar, the Print View option, is particularly useful when accessing from within a file By default, Print View will generate a report of all activity within a file and the associated author, date, and any ...
Extracting a Report of Active Files
1. Click on File in the top left corner of eXpd8 home screen 2. Select Reports from the drop down menu (the Files tab will appear expanded by default) 3. Click on Active Files Note: Set your preferred search criteria (Author, File Owner, Category, ...
Exporting Contacts for Outlook
1. Click on File in the top left corner of eXpd8 home screen 2. Select Reports from the drop down menu and expand Clients tab to select Client Outlook Export Note: Ensure the correct Home Address or Business Address field is selected to suit your ...
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 ...
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 ...
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 ...
Adding hourly rates
An hourly rate can be set for each Fee Earner, by selecting the users name and typing an hourly rate. 1. In the top left corner of eXpd8 2. Select File then Settings: 3. Click on User Details tab Note: If eXpd8 is linked to eXpd8 accounts, be sure to ...