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.
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.
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.