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 profile emails into Worldox from your phone, and all about the viewers
Click here to register:
Join Paul and Mary Jo on Monday, December 18th at 3:00 pm ET 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 will take a deep dive into each viewer and cover all the nooks and crannies.
Paul will talk about how to move emails into Worldox DIRECTLY from your phone or tablet.
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.
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.
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.
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.