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Worldox

Worldox document and email management software enables you to reduce your dependence on paper while revolutionizing the way you work. Check out the lessons below, and make sure you are mastering the powerful features of Worldox. Don’t see what you need? We love lesson suggestions, or, contact us for a quote for a training program tailored to you.

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Course Curriculum

  • 30 minutes
    Imagine if you could electronically organize and store all documents in a client/matter-centric way -- in-house, received docs, emails, faxes and attachments. Now imagine that you can search those documents by any imaginable criteria! Affinity Partner Paul Unger will show you how to make this a reality in your practice.
  • 30 minutes
    Did you know that the latest release of Worldox includes a fully functioning mobility module? This will allow Worldox users to harness the power of Worldox from any browser or smartphone! In this 30 minute webinar, we will: • Look at the user experience on a remote browser • Demonstrate the user experience from a smartphone • Review the technical requirements to run WW3 • Examine the architecture of the WW3 module Join Affinity Director of Document Management Gregory Bray and Affinity Senior Consultant Bryce Phillips as they share their Worldox expertise with us, explore Worldox Web 3 and get us all on the move!

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