Learn how to manage document types, categories, and other lists in Worldox

Join Paul and Mary Jo as they delve into list management in Worldox.

You’ve seen the lists: clients, matters, document types, folders, categories. Some of them may come from other programs (client and matters, for instance, may come from PracticeMaster), some lists may be locked down so you can’t edit them (document types frequently are), and some may be editable (like user folders) but you’ve never noticed.

Paul and Mary Jo pass the ball back and forth as they cover all the different lists, how (and when) to change them, and how to keep them simple and concise.

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