Affinity Consulting Blog

Worldox email drop folders in GX4 are now automatically created based on matters that you touch in Worldox. You no longer have to create Quick Profiles in order to create them! It makes saving emails infinitely easier … you just drag and drop emails into familiar Outlook looking folders and the emails are automatically saved into the correct client matter in Worldox!

If you upgraded to Worldox GX4 a while ago, these folders were named based on client and matter IDs, which is useless to most people. If your drop folders in Outlook look like the screen shot below, you should change the formatting to long name descriptions! Do your folders look like this?

In Worldox Administrator (WdAdmin), go to Edit > Drop Folder Naming and change the setting to a backslash \ and Description (see 1 below) and then deselect Num/Code (see 2 below).

Now your Worldox email drop folders will look like this:

For more information and tips about Worldox, contact This email address is being protected from spambots. You need JavaScript enabled to view it..

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