Worldox and the Road Warrior

As more and more attorneys are using laptops as their main PC, I increasingly get asked: “I want to take ALL the files for client X with me for a weekend, a trip, to the client’s office, etc.”  Worldox offers – or can be made to offer – several ways to do this.

If you also use Worldox when you are offline, the simplest way to do this is simply to so a search for all the documents on a given matter, then hit Ctrl-A to select them all, right-click and select “Send To” - “Local Mirror.”  When you are off line these documents are searchable. In addition, if you change or add any documents, you will be prompted to upload them when you plug your computer back into the network.

However, there may be situations where this is not sufficient. You can also configure Worldox to send a given set of files to a USB drive - as I described in a blog last October.

Similarly, if you want to send the files to a specified location on your hard drive, say c:\wdox, you can do that the same way you send to a USB drive or any other location. You should also your IS people how to do this. If you are adventurous, you can copy the settings in Worldox for sending files to the A: drive, change the drive location and give it a new description.