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!
August 26, 2019 3:00 pm (EST)
Learn all you ever wanted to know (and more) about defaults in Worldox
Complete the form below to register:
Join Paul and Mary Jo on Monday, August 26th at 3:00 pm ET as they explore defaults in Worldox.
Do you ever find yourself putting the same thing into the same fields over and over again? There’s a good chance that you can set a default to make that extra typing go away. You can default your profile screens, how the columns are organized in a file list, you can even change the default layout of the buttons at the top.
That’s our only topic this month, so you can rest assured that If it’s something that has a default, we’ll be talking about it.
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.
Join Paul and Mary Jo as they tackle something new and different.
Have you ever had a specific question that you wished we would cover in a Worldox Virtual User Group meeting? Well, this is your chance! During this month’s VUG, we will be taking questions as they come. Email your questions ahead of time to Paul.Purdue@AttorneyComputerSystems.com, and we’ll do our best to make sure Mary Jo covers it.
Paul provides color commentary (some things don’t ever change).
Join Paul and Mary Jo as they explore checking out documents and the salvage bin.
Do you know what happens when you send a document to the salvage bin in Worldox? More importantly, do you know how to get them back? Mary Jo spends some time unlocking these mysteries and more.
Paul gets into the intricacies of checking out documents, how to check them back in, what do do if you didn’t change anything, and more.
Join Paul and Mary Jo as they delve into updates and Legal Holds.
Have you ever wondered if you are on the latest version of Worldox? Have you ever wondered if there is even a way to TELL? Well, wonder no more, as Mary Jo takes a close look at version management and how to plan for an update.
Paul talks about Legal Holds: a feature that lets you put specific documents in a protected place where they can’t be edited, when mandated by the court to do so.
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.