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!
February 25, 2018 3:00 pm (EST)
Learn how to display a list without emails and how to measure doc type utilization in Worldox
Complete the form below to register:
Join Paul and Mary Jo on Monday, February 25th at 3:00 pm ET 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 will show you a trick that might help to cut down on that clutter.
Paul will show 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.
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.
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.
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.
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.
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.