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).