Learn How to Quickly Filter your Document Lists using Tags and How to Pull Together Documents using Projects

This month, Paul and Mary Jo demonstrate how to harness the power of the “tags” feature in Worldox. Learn how to take a list of hundreds (even thousands) of documents and quickly zero in on specific documents based on certain characteristics, like type, category, author, etc.

Paul and Mary Jo also go into detail on how the projects feature allows you to pull documents from many different folders (from different matters, even different profile groups like accounting, management, payables, etc.) into one “project” so that they can be accessed, worked on, even shared based on this “commonality” that brings these diverse documents together.

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