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 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.
Join Paul and Mary Jo as they explore how to edit a document profile and how to search within search results.
Did you ever hit save as you were profiling a document, only to notice something wrong just as the profile window is closing? Or maybe you need to change the description for a document that’s been there for months. Mary Jo walks through the steps to change profile information and she talks about other things you can do in the edit profile screen.
Paul talks about how to refine a search that you’ve performed without starting over.
Join Paul and Mary Jo as they delve into searching: for clients, for matters, for text, for anything – and what it means when you don’t get the results you’re expecting.
Have you ever been frustrated trying to specify the client or matter in the profile screen? Mary Jo explores ALL your options and how to use them effectively.
Paul digs into what to do when you’re not getting the results you know you should when searching for documents.