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General Information (1)
General Support
Guides (15)
ElectroNeek
Assemblage
Trumpet Publisher for Sharefile
Attach Plus
SignatureBridge for DocuSign
Symphony OCR
Symphony Analyzer Tool
Symphony Profiler
Symphony Profiler Troubleshooting
Virtuoso
Worldox GX4 Cloud
1. Background Information
2. Concept Introductions
3. Save Documents
4. Save Documents - Shortcuts
5. Code Look Up Tables
6. Code Look Up Tables - Add Values
7. Code Look Up Tables - Edit Values
8. Code Look Up Tables - Delete Values
9. Quick Profile Templates
10. File Comments
11. Indexing
12. Search for Documents
13. Find Templates
14. Bookmarks
15. Search Results Screen
16. Column Headers
17. Manipulate Documents
18. Deleted Files
19. Customizing Worldox - List View
20. Customizing Worldox - Tile View
21. Customizing Worldox - Button Ribbon
22. Favorites
23. Tags
24. Worldox Projects
25. Relationships
26. Archive Documents
27. Checking Files Out/In
28. Legal Hold
29. File Locking
30. Audit Trail
31. Email
32. Junxure Cloud Integration
33. Administration of Worldox
34. Advanced Integration
35. FAQs
35.1. Minimum System Requirements
35.2. Worldox Web Mobile 3.X Features
35.3. Saving Internet Explorer Downloads to Worldox
35.4. How many Worldox Licenses do I need for my firm?
35.5. How to Search for Documents with File Level Security
35.6. PDF versus TIFF File Format
35.7. How to Handle Prospects in Worldox
35.8. How to Handle a Divorce of Clients
35.9. How to Combine two client's documents under one code
35.10. How to Move an Account Code to another Client
35.11. Bulk Move files in Worldox
35.12. Inconsistent counts in search results
35.13. Worldox Compatibility with Office 365
35.14. Export a Field Code Look Up Table to a csv File
Worldox Autofiler
Worldox Cloud User Portal
Worldox GX4 Troubleshooting
AuditSync
Training Manuals- Symphony Suite (3)
Symphony OCR - Administrator
Symphony Profiler - Administrator
Symphony Administrator Training - Worldox Cloud
Training Manual Archives-Worldox GX4 (12)
Rehearsal Workshop
Savvy User Training
Savvy Saving
Savvy Searching
Professional - Administrator
Cloud - Administrator
Salvage Bin Retention
Cloud - Compliance
Professional - Compliance
Worldox Migration Strategies
Email Training
Advanced Training
Guide Archives (5)
iFrame - Salesforce/Worldox Integration
8.3 Filename Tool
Code Sync
Worldox GX4
Worldox GX3
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FAQs
35. FAQs
35.1. Minimum System Requirements
35.2. Worldox Web Mobile 3.X Features
35.3. Saving Internet Explorer Downloads to Worldox
35.4. How many Worldox Licenses do I need for my firm?
35.5. How to Search for Documents with File Level Security
35.6. PDF versus TIFF File Format
35.7. How to Handle Prospects in Worldox
35.8. How to Handle a Divorce of Clients
35.9. How to Combine two client's documents under one code
35.10. How to Move an Account Code to another Client
35.11. Bulk Move files in Worldox
35.12. Inconsistent counts in search results
35.13. Worldox Compatibility with Office 365
35.14. Export a Field Code Look Up Table to a csv File
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