How to set up a template

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To access the template editor click on the “Template Editor” button from the “Main Screen”  As indicated below, the left side of the screen will indicate the various categories, which have been set-up.  By clicking on individual categories, the templates set-up for that category will be displayed on the right of the screen. (Categories refers to the virutal filing cabinets within eXpd8 which contain files of a similar type)

Creating a New Template

A new template may be created in two ways.  Firstly by selecting the new page icon on the top tool bar.  Alternatively by right clicking on white space below existing templates on the right of the screen – select “New”. You will be prompted for a name, type in the relevant document name and press Enter. To open it simply double clicking on the file and the blank template will then be launched in Microsoft Word. 

The “eXpd8 Power-bar” provides the user with the ability to referrence data that has already been captured within eXpd8 into the Template document.   These elements/data are under the headings of “Case”, “Client”, “Contact” and “Fields”.  (Note that each of these headings refers to a page of the virtual file, Case, refers to the summary page of the file, Client, refers to the client details, Contacts refers to the contacts on a file, Fields, refers to the customised area of a file.) Select the relevant drop down box, select the element required and it will be added to the template.  Type the standard parts of the template, such as, “Dear” , for a letter etc.  Inset the merge field from the Client drop down called 'Client First Name' Once completed, save the template.  The company Logo or letterhead details may be copied and pasted into the template as required.

The logic then is that within the file that the template is used, the document will be be created inserting the first name of which ever client is connected to the file in question.