Affinity Consulting Blog


Like any good Document Management System, NetDocuments contains a Retention Policy feature that will allow the Repository Administrator to apply your firm's Document Retention Policies within NetDocuments to mark documents for permanent deletion, and even set those policies to run automatically.

The module is accessed from the ADMIN>REPOSITORY>"Define document retention policies" menu, from which the retention criteria can be defined.

ndOffice version 2.1 will be available beginning June 23, 2017. This version will be made available to users via the auto-update notification. This promises to be a feature packed update. Here are just some of the new features:

New and Improved Email Filing Features in Outlook

Now you can easily profile to a client/matter without having to open the ndOffice dialogs. If the item isn’t in the ten locations we show by default (associated with an email address) then clicking the Select Workspace option will open a pane (not the entire dialog), your cursor will be placed in the Client field and you can begin profiling. You can also change cabinets here.

Have you ever received an email while you were away from the office that you wished you could have saved right away, so you wouldn't forget? Do you receive emails that you wished would save directly to Worldox, without you needing to profile them? If so, you will want to continue reading to learn all about Worldox drop folders and what they can do for you.

So, what are drop folders? In versions of Worldox before GX4, you could setup drop folders in Outlook, but it was a manual process. In GX4, they are setup automatically. The drop folders contain specified profile information such as Client, Matter, DocType, etc. You can drag and drop your emails into these folders, so you don't have to specify this information when saving emails. To add even more functionality, using Outlook Rules, you can automatically save emails from a specified address into those drop folders, eliminating the need to manually save many emails into Worldox.

This blog post "Lean Six Sigma at Your Firm: Transportation" from Debbie Foster, Manager Partner at Affinity Consulting Group, is part of a lean six sigma series from the Columbus Bar Association Blog.

Transportation is all about the movement of information or materials from one place to another. Paper files tend to be at the heart and soul of transportation waste in a law firm. It all starts when deciding whether you are going to have, or continue to have paper files, and understanding what purpose they serve in the firm. There are quite a few challenges that go along with paper files: two people cannot be looking at it at the same time, they get lost, left at home, in the car, in the conference room, etc. When we ask professionals who work in firms that rely heavily on paper files where they waste the most time, the answer is often, “looking for paper files.”

This blog post "Lean Six Sigma at Your Firm: Non-Utilized Talent" from Debbie Foster, Manager Partner at Affinity Consulting Group, is part of a lean six sigma series from the Columbus Bar Association Blog.

They say that the most valuable asset in any organization is its people. But, in many working environments, we don’t see everyone working to their highest potential. Waste is defined as any activity that does not result in moving the process toward completion, or performing tasks that do not add value to the finished product.

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