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!
August 26, 2019 3:00 pm (EST)
Learn all you ever wanted to know (and more) about defaults in Worldox
Complete the form below to register:
Join Paul and Mary Jo on Monday, August 26th at 3:00 pm ET 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.
Watch the inaugural meeting of our Worldox Virtual User Group. We delve into Categories, a new feature in Worldox GX3. Categories are actually a “re-design” of what used to be called “libraries”, and the folks at Worldox have done a commendable job of adding lots of functionality. Learn how to create categories on a personal, matter, and firm wide basis, and how to assign documents to one or more categories.
Learn a whole new way to organize documents.