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October 05, 2011

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I recently accepted a new training position at a firm that uses Worldox GX2. Our attorneys are only allowed 450 MB of space on our email servers so we REALLY push the use of the Drag & Drop feature within Outook (2010). In the three months I have been in my new position I have received a number of comments on how difficult it is to find the email once it has been moved to a Worldox cabinet that is client/matter related. My suggestions have been to use the File Comments when profiling and to use the Projects feature to quickly locate their email and/or documents in Worldox. What other tips can you give me?

Thanks

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