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!
October 28, 2019 3:00 pm (EST)
Learn about Worldox Web 3.0 and how to filter in Worldox GX4
Complete the form below to register:
Join Paul and Mary Jo on Monday, October 28th at 3:00 pm ET as they delve into Filtering and Worldox Web 3.0.
Did you ever wish that you could access your documents when you’re not in the office? Worldox Web 3.0 has been released, and it is sharp (not to mention the fact that it is now included, at no additional cost, in the latest update). Paul will demonstrate how it works, talk about the enhancements over 2.5, and delve into what you need to do to get this functionality running at your site.
Mary Jo will dig deep into filtering and explain that tab at the bottom of your screen that so many people overlook.
Join Paul and Mary Jo as they tackle security reporting and security classifications.
Have you ever wished there was a way to see what security settings are in place for all of your users and groups and cabinets (and what those settings are)? Mary Jo demonstrates how to report on the security settings within Worldox.
Paul looks at how to set complex security classifications that can then be easily applied to other documents.
Join Paul and Mary Jo 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.