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 how to move documents within Worldox and all about the new Office 365/Worldox integration
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Join Paul and Mary Jo on Monday, May 22nd at 3:00 pm ET 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 will demonstrate 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 will demonstrate 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).
Join Paul and Mary Jo as they explore Workspaces and opening files with something other than the default.
Have you ever wanted to organize files differently than they are in Worldox, but you also have to leave them where they are? Workspaces may be the answer. Mary Jo looks at how you can use Workspaces to create an alternate “folder like” view of files that are already in Worldox.
Paul demonstrates how you can use the “Open With” feature to open a file using something other than the standard default (like a CSV in notepad, rather than Excel).
Join Paul and Mary Jo as they delve into the viewer as well as how to take Worldox files with you.
Have you ever found a file in Worldox and opened it only to discover that it’s not the file you wanted? Mary Jo looks at the viewer and how you can use it to take a peek at a file before you open it.
Paul talks about taking files with you (outside of Worldox) and explore when it’s important to check them out (and when it doesn’t matter).