Worldox Basics  
Date
Tue, Jan 19, 2010 at 11:00 am to 12:00 pm EST
Date, Time and Location
Starting
Tue, Jan 19, 2010 at 11:00 AM EST
Ending
Tue, Jan 19, 2010 at 12:00 PM EST
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Tue, Jan 19, 2010 at 11:00 am to 12:00 pm
  
Event Details

Instructor:   Ed Emmerson
                       Legal-Tech Solutions, Inc.


Document Management for the new Worldox User:  Whether you are brand new to using the Worldox document management system or just need a quick refresher on the basics, this session is for you.  You have a very powerful tool for storing, retrieving, sharing and collaborating on your firm's files.  Get the basics needed to get you on your way.  In this session we will cover:

  • Document Management Principles
  • Worldox Interface
  • Search methods
  • Saved Search and Search Templates
  • Profile Basics
  • Effective Naming and Descriptions
  • The WorkZone
  • Drag and Drop Email
  • Legacy Files
  • Version Control
Event Hosted By
Affinity Consulting Group, LLC
Affinity Consulting Group is an alliance of 5 highly regarded law office technology and practice management consulting services companies. Initially formed by three of North America's leading independent consulting firms - Best Law Firm Solutions, InTouch Legal and HMU Consulting, Affinity brings its clients depth of experience and expertise resulting from a combined client base of several thousand law offices and is continuing its expansion of support and services. On 1/1/2009, the 3 initial partner companies welcomed Automated Horizons to the Affinity Consulting Group. Now, on 8/1/2009, Affinity Consulting Group welcomed Legal-Tech Solutions. Each Affinity member company maintains its autonomy, both from a leadership and financial standpoint, but together bring a wealth of knowledge and experience in legal technology to your firm or legal department.

Affinity consultants are nationally recognized and considered leaders in the field of law office technology and automation.

The Group's leadership includes:

Steven J. Best, Esq. of Best Law Firm Solutions, Inc.
Debbie Foster of InTouch Legal
Barron Henley, Esq. & Paul J. Unger, Esq. of HMU Consulting, Inc.
Britt Lorish Knuttgen of Automated Horizons
Cindy Emmerson of Legal-Tech Solutions, Inc.
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