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

Coming Soon – Currently in Post Production

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.

Learn how to jump to a matter from a document in Worldox, and make all your PDF’s searchable

Join Paul and Mary Jo as they tackle moving quickly from favorites to specific folders and making sure all your PDF’s are searchable.

Have you ever found a document in favorites and wanted to get to a list of ALL the documents for that matter, or for that person in the HR cabinet, or for that folder in the confidential cabinet? Mary Jo shows you a couple of tricks to get you there quickly.

Paul talks about how Symphony OCR can help to make sure that EVERY PDF in the system is searchable by scanning them all in the background.

Learn about description defaults in Worldox and get a peek at the new Indexer as a Service

Join Paul and Mary Jo as they explore document description defaults and the new way to run the Indexer: as a service.

Mary Jo is excited to share some news that users of GX3 might be interested in – the return of description defaults.

Paul’s got exciting news too: the new “Indexer as a Service” is finally here. That means that the indexer machine doesn’t need to be logged in anymore, and the indexer will still always be running (as long as the machine is on). Paul explains how to make this happen and what to consider before making the leap.

Learn how to remove favorites in Worldox and how to setup a “profiled” column in Outlook

Join Paul and Mary Jo as they delve into Deleting Favorites and knowing what emails have been profiled.

You’ve got Favorite Matters and you’ve got Favorite Files, and most of us understand how they get there, but did you know you can remove them from being favorites when you don’t want to see them anymore? Mary Jo shows you how.

Paul demonstrates how to setup a column in Outlook that will let you see which emails have been profiled into Worldox and which ones have not.

Learn how to move documents within Worldox and all about the new Office 365/Worldox integration

Join Paul and Mary Jo as they tackle moving documents and new Office 365 integration features.

Have you ever saved a bunch of documents to the wrong matter? Mary Jo demonstrates how to move the the whole group to the correct matter – all at once (even if there are different doc types, authors, or typists).

Paul demonstrates new functionality in the Office 365 integration that harnesses some of the power of the cloud environment that Office 365 lives in.

Learn how to expand limits on copying and attaching files and how to add a document stamp to files

Join Paul and Mary Jo on as they explore the limits Worldox arbitrarily places on certain functions and the mechanics of the document stamp.

Have you ever gone to copy or move files, or maybe attach files to an email, only to find that Worldox says you have “exceeded” the limits. Mary Jo looks at what’s behind that, where it comes from, and, most importantly, the fact that those limits can be increased.

Paul looks at the document stamp (that can appear on Word and Excel documents), how to set it up, and how to format it.

Learn how to control your Worldox File list and how to move around it freely

Join Paul and Mary Jo as they delve into the “Show/Hide” options and the “tabs” options under “Display” in Worldox.

Have you ever had something mysteriously show up in your Worldox File List, and you’re not sure how it got there (or how to get rid of it)? Mary Jo digs deep into the “Show/Hide” options that are buried in the “Display” menu item – the answer you seek may be hiding there.

Paul (the keyboard shortcut man) talks about how to move among the various tabs (both at the bottom and at the the top) without using your mouse.

Learn how to get to Worldox files or file lists from other programs

Join Paul and Mary Jo as they tackle how to reference Worldox documents from outside Worldox.

There are times when you want to “point” to a Worldox document from someplace else: like a PracticeMaster calendar entry that contains a link to the pleading that is the basis for a hearing. Mary Jo tells you how to get the location of the document and she shows that calendar example.

Paul demonstrates how to get a whole file list (rather than a single document).