Learn how to best utilize “help” and how to manage the system passwords in Worldox

Coming Soon – Currently in Post Production

Join Paul and Mary Jo as they delve into using help and managing the system passwords in Worldox.

Did you ever have a question about Worldox that you just couldn’t find an answer for? Mary Jo takes a deep dive into the help function within Worldox. She explains how it’s accessed, how it’s organized, and how to get the most from the information you’ll find there.

Paul takes a look at the administrative passwords that can control closing Worldox, saving outside of Worldox, and other top level functionality.

Learn how to archive documents and how to inactivate clients, matters, and doc types in Worldox

Join Paul and Mary Jo as they tackle archiving and marking things as inactive.

Did you ever wish that there was some way to exclude documents that belong to inactive matters from those that are active? Mary Jo talks about how to move all or some of a matters documents to an “Archive” area so that they don’t clutter up the rest of Worldox.

And while we’re on the subject of removing clutter: Paul talks about how to mark clients, matters, and doc types as inactive so they don’t get in the way.

Learn 4 neat email tricks and how to get back messages you said to “not show again” in Worldox

Join Paul and Mary Jo as they explore a few email tips and reveal how to restore those pop up messages that you didn’t really mean to say “don’t show again” to.

Did you ever click on “Don’t Show Again”, only to discover (usually the next day) that you really do want to see that specific confirmation dialog box? We have, and Mary Jo shows you how to selectively reset those pop ups.

Paul demonstrates how to add your signature to emails that start in Worldox, how to drag emails to favorite matters, and a couple of neat address rule tips.

Learn how to create versions and how to convert to a PDF in Worldox

Join Paul and Mary Jo as they delve into versioning and saving as a PDF from Word or Excel.

Have you ever struggled with the best way to create a PDF from a Word document or Excel spreadsheet? Mary Jo reveals what we believe to be the quickest and most efficient route.

Paul takes a deep dive into best practices for creating multiple versions of a document.

Learn about search templates and attaching documents to emails in Worldox

Join Paul and Mary Jo as they tackle search templates and attaching documents to emails.

Have you ever been frustrated trying to attach documents from Worldox to emails? It’s possible that you don’t know all the different ways that are available. Mary Jo takes a close look at the different options that are available.

Paul digs into search templates: what they are, how they can save time, and how to set them up.

Learn how to edit profiles and refine searches in Worldox

Join Paul and Mary Jo as they explore how to edit a document profile and how to search within search results.

Did you ever hit save as you were profiling a document, only to notice something wrong just as the profile window is closing? Or maybe you need to change the description for a document that’s been there for months. Mary Jo walks through the steps to change profile information and she talks about other things you can do in the edit profile screen.

Paul talks about how to refine a search that you’ve performed without starting over.

Learn how to find things in Worldox (and what to do if you can’t)

Join Paul and Mary Jo as they delve into searching: for clients, for matters, for text, for anything – and what it means when you don’t get the results you’re expecting.

Have you ever been frustrated trying to specify the client or matter in the profile screen? Mary Jo explores ALL your options and how to use them effectively.

Paul digs into what to do when you’re not getting the results you know you should when searching for documents.

Learn all the ways to delete a file and how Quick Profiles differ from Favorite Matters in Worldox

Join Paul and Mary Jo as they tackle delete options and quick profiles (as opposed to favorite matters) in Worldox.

You may not see them (depending on your firms’ setup of Worldox), but there are three different “ways” to delete a file in Worldox. Mary Jo explains what they are, how you use them, and how (sometimes) you can get a file back.

Paul takes a look at Quick Profiles and how they differ from Favorite Matters.

Learn how to archive matters and how to import discovery documents into Worldox

Join Paul and Mary Jo as they explore archiving matters and the best way to import discovery documents.

Do you have documents from closed matters showing up in your “client files” searches (and taking up costly disk space)? Mary Jo shows how you can archive documents, segregate their storage, and still be able to include them in searches (but only when you want to).

Paul demonstrates the best practice for importing discovery documents into Worldox.

Learn all about the Workzone and how to setup the Compare Button in Worldox

Join Paul and Mary Jo as they explore the Workzone and the Compare Button.

Did you know that the Workzone (that square icon at the top of your screen) does more than just open Worldox? Mary Jo looks at ALL the functionality that the Workzone brings to the table.

Paul looks at how you can configure the Compare Button to work with several external document comparison programs.