Join Paul and Mary as they tackle Tasks and Workflows.
Have you ever stored a document in Worldox and then gone into Outlook just to make a note that you need to do something to that document later? The Tasks feature (which now comes FREE in the WDU14 update) allows you to create those tasks directly from Worldox, while you’re editing or storing the document. Mary Jo demonstrates how this works.
Paul shows the Notify feature (that is now also included free in the WDU14 update) that allows you to setup automatic notifications when auditable events occur to documents and matters.