Learn how to edit profiles and refine searches in Worldox

Join Paul and Mary Jo as they explore how to edit a document profile and how to search within search results.

Did you ever hit save as you were profiling a document, only to notice something wrong just as the profile window is closing? Or maybe you need to change the description for a document that’s been there for months. Mary Jo walks through the steps to change profile information and she talks about other things you can do in the edit profile screen.

Paul talks about how to refine a search that you’ve performed without starting over.

Learn how to find things in Worldox (and what to do if you can’t)

Join Paul and Mary Jo as they delve into searching: for clients, for matters, for text, for anything – and what it means when you don’t get the results you’re expecting.

Have you ever been frustrated trying to specify the client or matter in the profile screen? Mary Jo explores ALL your options and how to use them effectively.

Paul digs into what to do when you’re not getting the results you know you should when searching for documents.

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

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

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.