Worldox Virtual User Group Meetings
Every month (usually on the last Monday) Paul Purdue and Mary Jo Boyd lead this fast-paced, informative, and interactive forum where you can ask questions or just learn from the group. Paul and Mary Jo announce their pre-selected topics in an email that’s broadcast the Thursday prior to the session. You can login to the session live, ask questions, and interact with the attendees, or you may “attend” by simply playing back the recorded session. Enjoy!
Learn about description defaults in Worldox and get a peek at the new Indexer as a Service
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Join Paul and Mary Jo on Monday, July 31st at 3:00 pm ET 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 will explain how to make this happen and what to consider before making the leap.
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.
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.
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.
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.
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).