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 print multiple documents and how to use SendTo’s in Worldox
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Join Paul and Mary Jo on Monday, February 26th at 3:00 pm ET 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 will demonstrate how to print them all at once, directly from Worldox.
Paul will explore the mysteries of “SendTo’s” – Worldox’s way to get files out of the document store. He’ll talk 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.
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).
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.
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.
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).
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.