Affinity Consulting Blog


It’s that time again! Fourth quarter is upon us and year end will be here before we know it. For the accounting personnel at a law firm, it can be one of the more stressful periods of the year. But some of that stress can be avoided by planning properly.

If you're like most Worldox clients, you've got your staff's delete functionality set so that they will not actually delete a file, but rather when they hit the "X" on the toolbar to delete a file, instead they're actually moving the file to the Worldox Salvage Bin.

Think of the Worldox Salvage Bin as a holding tank for documents that are set to be deleted, but not actually deleted.

This month, we look at Cloud Computing for law firms. Also known as Software as a Service (SaaS), Cloud Computing has many advantages along with certain disadvantages. This article will guide you through the definition of Cloud Computing and help you understand how SaaS can help your firm meet client needs in a rapidly changing tech environment.

In previous blogs and newsletters, we discussed how to use Worldox drop folders inside of Outlook for all of our Worldox users. In this blog we are going to discuss how to take advantage of Outlook rule creation to auto save incoming emails directly to Worldox.

The first step to creating an Outlook rule that moves emails directly into Worldox is to save an email into Worldox via the copy or move button in Outlook.

As you know, NetDocuments keeps a log of user activity within your Cabinets, detailing who accessed, edited or saved each document - but it goes far further than that. If you select a document in the NetDocuments User Interface, and use the HISTORY command - you will see a complete list of all auditable events. However, instead of looking at these events from a document level, what if you wanted to know about the auditable events in a given period of time or related to a given user?

That is the function of the Consolidated Activity Log, and every Repository Administrator needs to be familiar with this feature, as the resulting report not only details "who did what and when," but it also logs the IP address from which the user performed the function.

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