My colleague Paul Unger pointed out to me a while ago that one of the entries in my Worldox FAQ document was not as clear as it should be. The entry on assigning documents to two matters failed to stress that you wind up with two identical documents, which is a problem unless you don’t plan to edit them or you mark one of them as Read Only (with an appropriate comment). This prompted me to go over the entire list and make a few clarifications and additions. Thanks Paul.
You can find the updated document on my web site under “Cheat Sheets” or click here.
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November 01, 2011
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John, your materials and blogs are always fantastic!! Thanks so much, sir, for doing this!! Cheers my friend - Paul.
Posted by: Paul Unger | November 10, 2011 at 09:59 AM