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!
September 30, 2019 3:00 pm (EST)
Learn how to review security settings and how to manage security classifications in Worldox
Complete the form below to register:
Join Paul and Mary Jo on Monday, September 30th at 3:00 pm ET as they tackle security reporting and security classifications.
Have you ever wished there was a way to see what security settings are in place for all of your users and groups and cabinets (and what those settings are)? Mary Jo will demonstrate how to report on the security settings within Worldox.
Paul will look at how to set complex security classifications that can then be easily applied to other documents.
Join Paul and Mary Jo as they explore archiving matters and the best way to import discovery documents.
Do you have documents from closed matters showing up in your “client files” searches (and taking up costly disk space)? Mary Jo shows how you can archive documents, segregate their storage, and still be able to include them in searches (but only when you want to).
Paul demonstrates the best practice for importing discovery documents into Worldox.
Join Paul and Mary Jo as they explore the Workzone and the Compare Button.
Did you know that the Workzone (that square icon at the top of your screen) does more than just open Worldox? Mary Jo looks at ALL the functionality that the Workzone brings to the table.
Paul looks at how you can configure the Compare Button to work with several external document comparison programs.
Join Paul and Mary Jo as they delve into Email Rules and Versioning for items coming into the firm from outside sources.
Have you ever NOT wanted to save an email into Worldox? Or have it stop asking for the emails you send to your spouse or kids? Or stop asking to automatically profile emails altogether? Mary Jo looks at how to control the automatic profiling of emails.
Paul looks at what you can do to re-associate a NEW version that comes from someone outside the firm (client, co-counsel, etc.) with the original document (rather than saving as a brand new document).
Join Paul and Mary Jo as they tackle Printing multiple documents and “SendTo’s”.
Do you have 9 documents to print, and not enough time to open each one in Word (or Adobe, or Excel) individually? Mary Jo demonstrates how to print them all at once, directly from Worldox.
Paul explores the mysteries of “SendTo’s” – Worldox’s way to get files out of the document store. He talks about what they are and how to use the predefined SendTo’s that come with Worldox, as well as taking a close look at how to define your own SendTo’s to meet your firm’s specific needs.
Join Paul and Mary Jo as they explore the Worldox ribbon in Word and best practices for using an existing document as a template for another.
Have you ever used a document from one matter as a template to create the same document for another – and then gone and saved on top of the original document?? We all have! Mary Jo talks about some best practices that are designed to help you avoid this situation.
Paul takes a deep dive into the Worldox Ribbon that appears in Word (and Excel).