So you have implemented Worldox, or have been using it for a while and now you want to expand your knowledge and increase efficiency. You can’t just call tech support because they are not supposed to answer routine “how do I....?” questions. What resources do you have available to you?
First, you have the Worldox manuals, in the “Guides” folder under the main Worldox program directory on your network. These are primarily reference guides, not end-user guides. However, there is a more general “Worldox GX3 Pro User Guide” and a “Productivity Suite Workflow User Guide.” There are also guides for specific new features, such as the “Worldox GX3 Categories User Guide” and the “Worldox GX3 Legal Hold” guide. For keyboard users, check out the “Worldox GX2 GX3 QuickKeys” document which list all the keystroke shortcuts for Worldox.
Secondly, the Worldox web site has a large number of 3-5 minute videos on using specific features at www.worldox.com/howtovideos.
Additionally, Worldox users can register to have access to the Worldox Knowledge Base. This has recently been revamped and is still somewhat a work in progress, but should become increasingly useful.
My web site, at www.heckmanco.com has a substantial White Paper on general document management issues. The “Cheat Sheet” section has both a Worldox “Cheat Sheet” -- a 16 page pamphlet that covers most general Worldox issues – and a “Frequently Asked Questions” document. For people who want to go into greater depth, my book, Worldox in One Hour for Lawyers” was published by the American Bar Association Law Practice Division. It is available from the ABA and will be available on Amazon next month.