Worldox Categories lets you add additional metadata tabs to a document. Whereas you can only attach a single “Doc Type” to a given document, you can attach multiple categories.
Probably the most productive use of Categories is to add the status or workflow to a document: Draft, Final, Executed Copy, Filed, etc. Some people also like to use Categories as sub-doc types or substitutes for Windows folders.
There are three types of Categories: Personal, Folder and Public.
Personal Categories are just that: personal to the user; no one else can see them. You can use any system you want. One useful Personal Category would be “Needs Followup” that you can use to mark emails or documents you have to review.
Folder Categories are unique to a given folder, usually the matter, but some firms use doc type folders. For example say you have multiple depositions in a case. You could have a folder category for the depositions of different individuals. Similarly with medical records. Folder categories appear only after the matter has been selected, they are not searchable.
Public Categories lets the firm control how categories are used. In additional to the generic categories mentioned above (Draft, Executed Copy, etc.). This lets you add categories relevant to specific practice areas. Litigators, for example, can make Worldox into a Litigation Support package by adding categories such as Helps Other Side, Hurts Other Side, Needs Review, Partially Discoverable - Needs Redaction, Questions about Discovery, Expert Review, Work Product Privilege. Public Categories are fully searchable across the Worldox system.
Categories assigned to the documents in a Worldox file list appear in the Filter List and can also be accessed by putting a “Filter by Categories” button on your button bar.
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