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!
June 24, 2019 3:00 pm (EST)
Join us for our Open Forum Worldox Virtual User Group Meeting – you ask, we answer.
Complete the form below to register:
Join Paul and Mary Jo on Monday, June 24th at 3:00 pm ET 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 will provide 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.
Join Paul and Mary Jo as they explore excluding emails from lists and identifying underutilized document types.
Have you ever looked at a list of documents in Worldox and noticed that it’s 98% emails? Have you ever wished you could exclude those emails? Mary Jo shows you a trick that might help to cut down on that clutter.
Paul shows you how to get a list of all the doc types in your system with a count of how many documents are currently assigned to each one.
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.