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Posts Tagged: ‘worldox’

Thursday Tips and Tricks: Worldox GX4 – How to Create a Bookmark

Create a Bookmark in Worldox GX4 Many times in a law firm you will want to access a specific matter or client in Worldox without having to navigate through files or go through a search template. The Worldox GX4 “Bookmark” feature allows you to record the path of a search result or matter folder to […]

Customizing the Outlook Quick Access Toolbar

Here is a BFO (Blinding Flash of the Obvious) that I had the other day. I was constantly switching among the tabs in Outlook because there are two things that I did all the time – move emails to Worldox and send an email as a Fee record to PracticeMaster.  Once you have installed those […]

Worldox Integrates with Citrix ShareFile

One of Solfecta’s favorite document management systems, Worldox, has recently integrated with Citrix ShareFile, so that users can easily and securely share files inside or outside of their organization, all without ever leaving their Document Management System interface. It operates from multiple devices, including mobile devices, tablets, laptops, and desktops. Users can send emails to […]

Workshare and Worldox Integrate

Workshare, known to be a trusted service provider of secure document sharing and collaboration, has recently integrated with Worldox, a leader in law firm document generation and management. The user will have access to securely share files and metadata cleaning services, along with file synchronization on any device as well as many more exciting new features. […]

Same Profile As in Worldox

Here is a quick tip on a Worldox feature you may have overlooked. I often create a Word document, save it to Worldox, then use the Acrobat plugin for Word to create a PDF.

This only takes a few seconds but I do this a lot and, some time ago, I realized there is a shortcut – Same Profile As.

Essentials of Document Management Webinar

The materials for my recent Essentials of Document Management webinar are now posted and available for download from my website.  The materials include the webinar PowerPoint and the accompanying whitepaper.  If you would like these materials please visit the Presentations Download section of the Resources page at www.krausepm.com. Update July 23, 2012.  Thank you to […]

Copying a Document Path From Worldox

Every Worldox user knows that the program has some great features.  Here’s one that many people might not be aware of. Worldox links with many programs but, every once in awhile, I use a program that requires me to browse Windows Explorer to find a document in Worldox.  There are two issues.  First, I have […]

Manually Clearing Favorite Files in Worldox GX2

Worldox has a great feature called Favorite Files.  Favorite Files track the documents you have opened or saved recently.  It is accessible from the “Heart” icon on the toolbar. I have had a lot of people tell me recently that their Favorite Files has too many files listed and takes too long to load.  My […]

Law Technology News Vendor Awards Announced

Law Technology News (LTN) has just announced its vendor awards for 2010 and a number of products supported by Krause Practice Management and Lawtopia made this exclusive list.  Unlike past years, where awards were handed out for various categories like “Case Management” or “Document Management” and based primarily on a popularity vote, this year’s list was […]

See You at TechShow

It is that time of year again.  The ABA TechShow is next week Thursday (March 25) through Saturday (March 27).  This year, I will be in Chicago a day early.  I have been asked to speak at a special Time Matters use forum at the LexisNexis office on Wednesday.  The topic will be “Using Time Matters to Create an Efficient […]