Affinity Consulting Blog


Have you ever received an email while you were away from the office that you wished you could have saved right away, so you wouldn't forget? Do you receive emails that you wished would save directly to Worldox, without you needing to profile them? If so, you will want to continue reading to learn all about Worldox drop folders and what they can do for you.

So, what are drop folders? In versions of Worldox before GX4, you could setup drop folders in Outlook, but it was a manual process. In GX4, they are setup automatically. The drop folders contain specified profile information such as Client, Matter, DocType, etc. You can drag and drop your emails into these folders, so you don't have to specify this information when saving emails. To add even more functionality, using Outlook Rules, you can automatically save emails from a specified address into those drop folders, eliminating the need to manually save many emails into Worldox.

In Worldox GX4, to create your drop folders in Outlook all you have to do now is save an email or a document to a client\matter and just as that matter shows up in your favorite matters list, it will also show up in your Outlook drop folder list! This means no more manual creation to benefit from drop folders. Here is how it looks in your Outlook folder tree:

If you are an Exchange user, you can move an email to one of these drop folders from your iPhone or Android Phone or iPad, and the next time you start Outlook and Worldox, on your computer, Worldox will grab the email and profile it to the corresponding client\matter. This allows you to profile or save important emails while away from the office. In next month's newsletter, we will show you how to create an Outlook rule to integrate with Worldox's drop folders.

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