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).