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