Tel: +353 1 870 4999
Tel: +61 3 8612 3309
Tel: +61 3 8612 3309
Tel: +353 1 870 4999
Tel: +353 1 870 4999
Tel: +1 905 876 1791
- Training eXpd8 CRM
- Training on eXpd8 Accounts
- Consultations
- How to Docs
- Convert Word doc's into PDF’s
- Create building blocks in Microsoft Word 2007/10
- Create signatures in Microsoft Outlook 2010
- Creating and applying styles within Microsoft Word
- Transfer your existing files into your new eXpd8
- Password protecting Microsoft Word documents
- Microsoft keyboard shortcuts
- Changing your default search in eXpd8
- Modifying Doc Merge template
- Prompt to create a section 68 letter
- Why is eXpd8 link missing in my Microsoft Outlook?
- How to create your own Outlook Stationery
- Office 2013
- Microsoft Office 2013
eXpd8 Product features
Feature-rich solution
eXpd8 has a number of features which will give you the necessary tools to manage your clients while assisting you in having a productive working day.
To give you a quick view of some of its key features:-
Case management
Assists you in managing your digital client files,
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Phone messages
Captures details of your office's phone calls,
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Alarms
Set alerts for key dates/tasks and assign follow-ups for staff
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Office integration
eXpd8 easily fits in with other applications,
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Document templates
Repository for reusable office document templates
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Reports
Offers comprehensive reporting on all areas of your firm
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Scanning and indexing
Scan post and documents to any case or cases
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Document merge (a.k.a. Brief)
Ability to merge entire document history into a single document,
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For more information call +353 1 8704 999 or email sales@expd8.com
We have been using eXpd8 document system for 4 years and it has been a tremendous tool for us in not only storing and retrieving our scanned documents but also in storing emails, letters and spread sheets generated around our client activities. Apart from the streamlined operation we have not created a paper file since we started using the system and our own office space is uncluttered as a result. Furthermore the ease of transmission of information and specific files to and from our clients and their own advisers has been enhanced immensely. I would strongly recommend the eXpd8 system to any business that has up to now been involved in the generation and storage of large volumes of paper based around daily client interaction.
Eamon Porter
Certified Financial Planner and Wealth Manager
Malahide, Co Dublin, Ireland
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