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 all about the Workzone and how to setup the Compare Button in Worldox
Click here to register:
Join Paul and Mary Jo on Monday, April 30th at 3:00 pm ET as they explore the Workzone and the Compare Button.
Did you know that the Workzone (that square icon at the top of your screen) does more than just open Worldox? Mary Jo will look ALL the functionality that the Workzone brings to the table.
Paul will look at how you can configure the Compare Button to work with several external document comparison programs.
Join Paul and Mary Jo as they delve into Email Rules and Versioning for items coming into the firm from outside sources.
Have you ever NOT wanted to save an email into Worldox? Or have it stop asking for the emails you send to your spouse or kids? Or stop asking to automatically profile emails altogether? Mary Jo looks at how to control the automatic profiling of emails.
Paul looks at what you can do to re-associate a NEW version that comes from someone outside the firm (client, co-counsel, etc.) with the original document (rather than saving as a brand new document).
Join Paul and Mary Jo 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 demonstrates how to print them all at once, directly from Worldox.
Paul explores the mysteries of “SendTo’s” – Worldox’s way to get files out of the document store. He talks 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.