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October 7, 2019

Learn how to start an email attachment from Worldox

Sending an email directly from Worldox is similar to sending an email through Outlook except you can do it all directly from Worldox. In this video, we will show you just how easy it is to do this. Enjoy!

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September 6, 2019

Learn how to attach Worldox documents to an email in Outlook

Have you wanted to attach documents to an email and have Worldox pop to do that? it's really easy, and it should just do that automatically for you, but I'm going to show you the best way to attach a document or documents to an email from Worldox.

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August 1, 2019

Learn how to set your default cabinet when saving to Worldox

Have you ever went to save a document and every time you go to save it, it has a different cabinet that you normally save to? Maybe you always save to the Client Cabinet but it keeps going out to a Form Cabinet. Or maybe you save two forms all the time and it keeps going to the Client Cabinet. Today, I’m going to show you how to set your default cabinet to the one that you use most often.

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January 3, 2019

Access documents from outside the office with Worldox Web 3 0 that comes free with WDU14

Have you ever gotten home from work (or to the clients' office, or to the deposition, or ANYWHERE that's not your desk), only to discover that you forgot to checkout the documents from Worldox that you needed? WDU14 will include a new version of Worldox Web that is loaded with new functionality, is much easier to install and maintain, and, best of all, is included free with the update!

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July 26, 2018

Learn how to secure documents for groups of people in Worldox

Want to learn how to secure documents in Worldox using groups rather than individual users? Mary Jo has you covered in this quick and helpful eBite!

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