eXpd8 knowledge base
eXpd8 Case / File / Client / Property Management
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 your C drive, into the Program Files (X86) then the Practpro folder under eXpd8 and locate a file called Rebrand, double-click on it – that’s it!
XPS Viewer is a feature in Windows that may need to be turned ON. You need to go to Control Panel -> “Programs and Features”
Select “Turn Windows features On or Off” Tick “XPS Viewer”
1. Outlook receipts (read or send receipts) cannot be included
(a) So search for them in the activity screen and be sure to exclude them from the brief – or else they will cause your brief to fail.
2. Adobe – if your Adobe (PDF) updates itself – it has an awful habit of resetting its own security which prevents the brief from opening it and including it in a doc merge. Unfortunately where this setting in depends on your version of Adobe in this case below
It is in Edit (top toolbar) Preferences then ….. Security (Enhanced) – ‘Enable protected mode at startup’ – must not be ticked
3. Make sure you do not have any of the items for inclusion in the doc merge open
4. If any documents have password protection – when the doc merge gets to that doc – it will be looking for the password (which means you will have to sit looking at it till it gets there) so best to remove the password during the process
Sometimes your PC does not release a program even though you have closed it. If you are familiar with using Ctrl Alt Del, you can locate eXpd8 in the list of applications and End Task on it. This fully closes the software and you can open it again.
eXpd8 Link can only exist in one instance of Outlook, so if you have 2 instances of Outlook open, it can only be displayed in one of them. If you only have one Outlook open, close it and open it again, re-launching Outlook usually resolves this problem.
Your eXpd8 data lives on the server, usually this message indicates that you have lost connectivity to the server. Resolve this by clicking into My Computer, locate the network drive which eXpd8 is located on, if there is a red X next to it, try open the folder anyway. Manually making the connection (if it does open) will resolve the problem. If the folder will not open, your pc has lost (and not regained) the connection. Try rebooting the pc. If you cannot see the eXpd8 drive, check that your pc is connected to the network.
If you find when you are running a brief that includes PDF documents, that the brief does not run smoothly, it can be a setting in your Adobe. It can be even after an update to Adobe that it returned to a default setting that was not present before.
How do I fix it
- Change Adobe’s default setting to not ‘Enable Protected Mode at startup’
- It depends on the version of Adobe you are running
- Adobe XI
- Edit (top toolbar)
- Security (Enhanced)
- Remove the tick from ‘Enable Protected Mode at startup’
Scan watcher is a simple application that lets you view items you have scanned into a particular folder. If you cannot see the items you have scanned in, generally it is one of two problems:
1- You have not scanned to the folder you think you have:
Change the folder by clicking File in the top left corner and Select Folder, browse to the folder that you are scanning to.
2- Scan watcher is looking at the wrong folder:
On your scanner, check to see what folder you are scanning to.
The eXpd8 link in Outlook takes it’s lead (file name or code) from the setting you have applied in the main eXpd8 at the point when you launch Outlook.
If it is set to code – it will stay set to code unless:
- You remove the tick for search by code from the eXpd8 link button in Outlook – and also remove it from the main search in eXpd8
- Exit both
- Launch eXpd8 again – which will set your default search to be by file name (presuming you closed it with file name being the search)
- Launch Outlook which will take it’s lead from the eXpd8 current default search
By pressing F1 while in the eXpd8 application, you can access the eXpd8 user manual which contains a step by step guide on how to use eXpd8.
eXpd8 Accounts Management
The eXpd8 Cloud
In order to access eXpd8 Cloud you will need your Cloud Server connection name, your username and password. If you do not have these please contact eXpd8 Support.
Remote Access for Windows
- Click on the Start > All Programs > Accessories > Remote Desktop Connection
- Enter YOUR Cloud Server in the Computer box and click the Connect button
- Click on Use another account
- Enter your username and password. Your username should be entered as EX01\username
- Click OK and you will connect to the server. (You can also check the Remember my credentials box).
Remote Access on iPhone and iPad
- Install the Microsoft Remote Desktop app by searching the App Store or following this iTunes link: https://itunes.apple.com/gb/app/microsoft-remote-desktop/id714464092
- Open Microsoft Remote Desktop.
- Tap New Remote Desktop.
- Type in Your Company Name under Connection name.
- Put in YOUR Cloud Server for the PC name.
- Tap User name and enter EX01\username and your password in the boxes. Tap Save at the top right. (You will have to edit the password here when you change it).
- Tap Save at the top right.
- The connection will be saved in the list of Remote Desktops, just tap to connect.
- To change the mouse cursor to follow your taps instead of dragging the cursor:
Tap the name at the top of the screen next to the keyboard icon, then tap the mouse cursor icon at the top left.
Remote Access on Android phones and tablets
- Open the Google Play Store
- Search for and install and open Microsoft Remote Desktop.
- Tap the plus sign on the bottom left of the app to add a new computer.
- Type in Your Company Name under Connection name.
- Put in YOUR Cloud Server for the PC name.
- Under User name, enter EX01\username and enter your password for that account under Password below that.
- Tap Done at the top right to save.
- The connection will be saved in the list of Remote Desktops, just tap to connect.
- To change the mouse cursor to follow your taps instead of dragging the cursor:
Tap the name at the top of the screen next to the keyboard icon, then tap the mouse cursor icon at the top left.
Remote Access on Mac OSX
- Download the Microsoft Remote Desktop Client from the Mac App Store.
- Create a Remote Desktop – On the Connection Centre screen, click New.
- In the Edit Remote Desktops window, enter information for the remote desktop connection:
- Connection name (Optional): Use Your Company Name, for example.
- PC name: YOUR Cloud Server
- Credentials: The user name and password to be used. Use EX01\username and your password here.
- Click the close button to save the remote desktop.
- Start a Remote Desktop Connection: Double-click the remote desktop connection.
- If you are in full screen mode, the menu bar at the top of the screen will be hidden. This remote connection menu bar includes tools you can use to navigate the session.
- When closing out of the hosted environment, log out correctly, do not simply close the session. Hitting the X at the top of the logged in environment closes the connection
- To log off correctly click on your user name and selecting sign out will close the connection correctly
- Login in to the cloud with your current password.
- Once logged in press the following key combination at the same time : (CTRL + ALT + END).
- Click on Change a Password and Enter your Old and New Password and Press the Submit Button.
- After finishing, you will get a confirmation that the password was changed and upon your next subsequent proper login, you will be asked for the new password.
