Learn all the ways to delete a file and how Quick Profiles differ from Favorite Matters in Worldox

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buy modafinil canada reddit Join Paul and Mary Jo as they tackle delete options and quick profiles (as opposed to favorite matters) in Worldox.

follow link You may not see them (depending on your firms’ setup of Worldox), but there are three different “ways” to delete a file in Worldox. Mary Jo explains what they are, how you use them, and how (sometimes) you can get a file back.

Paul takes a look at Quick Profiles and how they differ from Favorite Matters.

Learn how to archive matters and how to import discovery documents into Worldox

Join Paul and Mary Jo as they explore archiving matters and the best way to import discovery documents.

Do you have documents from closed matters showing up in your “client files” searches (and taking up costly disk space)? Mary Jo shows how you can archive documents, segregate their storage, and still be able to include them in searches (but only when you want to).

Paul demonstrates the best practice for importing discovery documents into Worldox.

Learn all about the Workzone and how to setup the Compare Button in Worldox

Join Paul and Mary Jo as they explore the Workzone and the Compare Button.

Did you know that the Workzone (that square icon at the top of your screen) does more than just open Worldox? Mary Jo looks at ALL the functionality that the Workzone brings to the table.

Paul looks at how you can configure the Compare Button to work with several external document comparison programs.

Learn how to control which emails get saved and how to save attachments as versions in Worldox

Join Paul and Mary Jo as they delve into Email Rules and Versioning for items coming into the firm from outside sources.

Have you ever NOT wanted to save an email into Worldox? Or have it stop asking for the emails you send to your spouse or kids? Or stop asking to automatically profile emails altogether? Mary Jo looks at how to control the automatic profiling of emails.

Paul looks at what you can do to re-associate a NEW version that comes from someone outside the firm (client, co-counsel, etc.) with the original document (rather than saving as a brand new document).

Learn how to print multiple documents and how to use SendTo’s in Worldox

Join Paul and Mary Jo as they tackle Printing multiple documents and “SendTo’s”.

Do you have 9 documents to print, and not enough time to open each one in Word (or Adobe, or Excel) individually? Mary Jo demonstrates how to print them all at once, directly from Worldox.

Paul explores the mysteries of “SendTo’s” – Worldox’s way to get files out of the document store. He talks about what they are and how to use the predefined SendTo’s that come with Worldox, as well as taking a close look at how to define your own SendTo’s to meet your firm’s specific needs.

Learn all about the Worldox Ribbon in Word and the best practice for using a document as a template

Join Paul and Mary Jo as they explore the Worldox ribbon in Word and best practices for using an existing document as a template for another.

Have you ever used a document from one matter as a template to create the same document for another – and then gone and saved on top of the original document?? We all have! Mary Jo talks about some best practices that are designed to help you avoid this situation.

Paul takes a deep dive into the Worldox Ribbon that appears in Word (and Excel).

Learn how to profile emails into Worldox from your phone, and all about the viewers

Join Paul and Mary Jo as they delve into all things “viewer” and moving emails to Worldox from your phone.

Did you know there are two “viewers” in Worldox? Did you know they show inline text search results? Did you know you have a lot of control over how they look and act? Mary Jo takes a deep dive into each viewer and cover all the nooks and crannies.

Paul talks about how to move emails into Worldox DIRECTLY from your phone or tablet.

Learn how to save directly to a project and export a list of documents in Worldox

Join Paul and Mary Jo as they tackle saving to a project and exporting lists of documents.

In the past, getting a brand new document into an existing project has been a multistep process. Mary Jo demonstrates a new feature that allows a document to be added to a project on the initial save.

Paul talks about the list export feature that can help to create a list of virtually any document set in Worldox to then use in Word or Excel or anywhere.

Learn how to know when documents are modified and how to configure email settings in Worldox

Join Paul and Mary Jo as they explore the notification feature for auditable events and setting up Worldox to be able to send emails.

Virtually everything that is done to documents in Worldox is “audited” and we’ve talked in the past about how to see that audit database, but did you know that you can also set Worldox up to send email when auditable events occur? Mary Jo shows us how to do that.

Paul talks about how to set Worldox up to be able to send emails (including these audit emails).

Learn how each user can set their own preferences and bookmarks in Worldox

Join Paul and Mary Jo as they delve into user preferences and bookmarks in Worldox.

Did you ever want to change the way Worldox does certain things, but not for everyone. Mary Jo digs into the user specific preferences screens to show what can be changed on a user level.

Paul looks at how bookmarks can help you to quickly get to certain matters, specific types of documents, a cabinet, a project, and more.