Join Paul and Mary Jo as they delve into saving a document to multiple locations and Worldox to PracticeMaster Integration.
Did you ever save a document, and then realize that you want it to be located in multiple places? Did you copy it there one at a time? Mary Jo shows a neat trick that will allow you to distribute the document to all locations at the same time.
Paul reviews the integration options that are available to create fee, calendar, and journal records directly from Worldox, as well as open the Matter Manager for that specific matter.