HomeTraining Manual Archives-Worldox GX4:: Email TrainingAbout this CourseInstructional Goals

1.1. Instructional Goals

Upon completion of this course you should be able to:

  • Determine whether or not you prefer filing emails to Worldox or your CRM (if applicable)
  • File Outgoing Emails to Worldox
  • Save Incoming Emails to Worldox
  • Add Email To & Email From addresses to the Search Card
  • Describe what is displayed in Worldox's Email Tab
  • Set up Email Rules
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