Worldox Essentials

Power UP!

Time: 1.5 Hours

Course Description:

Worldox is a Document Management System used for storing files by categorizing by document number, author, client/matter, date created, and other fields.  This allows you to easily Search for and find a document among thousands or millions of other documents.  See below course outline to review all of the exciting tools you will learn to use in this exciting course - Power UP!

Course Material:

A customized step-by-step Quick Reference Card with screenshots is included in this class which covers each topic you will learn.

Course Outline:

  • What is Worldox?

    • Opening Worldox

  • Saving and Profiling a Document

    • Saving Profile Defaults

    • Creating Quick Profiles

    • Using a Quick Profile

    • Copying Profile Meta Data

    • Editing Metadata

    • Saving as a New Version

    • Saving as a New Document

    • Saving Documents Outside of Worldox

  • Favorite Files and Favorite Matters

    • Favorite Matters

    • Filling in Client/Matter Field from Favorite Matters

    • Remove from Favorite Matters

    • Saving a File to Your Favorite Files

  • Opening Documents

    • Opening a Document from Word, Excel, or Another Microsoft App

    • Opening a Document from Worldox

  • Email Tab in Worldox

    • Saving Client Outlook Email to Worldox

    • Emailing a Document from Worldox

  • Saving an Email from Outlook to Worldox

    • Saving Outlook Email Profile Defaults

    • Saving an Email Using Worldox Toolbar

  • Searching for Documents

    • Using the Search Dialog

    • Filtering Search Results

    • Open a File Saved as a Favorite

  • Other Worldox Features

    • Moving a Document

    • Copying a Document

    • Viewing the Document

  • Do Anything!!!  or Just about

  • Adding Guests

  • Adding Guests to a Team