Affinity Consulting Blog


Throughout the year, as we have been working with our Worldox clients on upgrades from Worldox GX3 to Worldox GX4, we've found, more often than not, that cabinet (formerly profile group) set up and configuration may have been compromised over the years. By this I mean that some firms have added fields to their main cabinet that users now feel burdens them when saving and searching for documents.

A huge part of using Word in a law office involves selecting words, sentences, and paragraphs to copy, move, delete, or format. You can drag your mouse over the text you want to select. Or you can skip the time-consuming and not always precise mouse pointer dragging process and just click.

Now that the end of the year is upon us it, is a good time to consider some house cleaning when it comes to our document management system. Archiving and maintaining your Worldox tables and files is an important part of managing Worldox. World Software has developed some comprehensive tools to assist with the end of year cleanup. These tools range from built in archiving ability and document retention policies to an automated bulk archive tool that will archive based on many different parameters such as a matter closed date.

Why should you archive your files or clean up your client matter tables annually? Archiving your files will help you maintain a healthy lean environment for many years to come. When you archive your files, you are moving them out of the production database, which will help keep only the most recent or relevant files in a matter file list, cutting down on the time it takes to navigate to and locate a relevant file.

Affinity University has a new look - and it isn't just the logo! Rather than paying for one course at a time, we have changed our model. Now legal professionals have access to the training they need, when they need it.

How do you fill in data automatically in Microsoft Excel?

Microsoft Excel features many different time saving tricks. One of the best and often overlooked tricks in Microsoft Excel is the "AutoFill" feature.

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