Affinity Consulting Blog


World Software has released a new security feature in Worldox GX4. You now have the ability to require a password when a user launches their Worldox program. This effectively provides two factor authentication with the first being the login to your computer and the second being the password to login to Worldox.

Can you believe the holidays are upon us?! Sometimes things can be a bit slower around the holidays. That is a great time to look under the hood and see how to give some of your software and processes a tune-up. It is also a great time to conduct a review and roll out needed training. It is a good idea to do this with your software every year or two so you can maximize your investment and retrain your team about not only how to use the program, but also remind folks about important protocols within your firm. How many times have you purchased a software program just to find that a year or two later people aren't using it as everyone had hoped? Everyone has good intentions, but there are features of the program never touched or perhaps now there are even "messes" within Worldox that need to be cleaned up.

Wouldn't it be nice to be one click away from all the documents in all your cases/matters? With the latest improvements to NetDocuments, it is now even easier.

What is the Worldox Salvage Bin? The Salvage Bin is a temporary location within Worldox that is used to store deleted files. By using the Salvage Bin, it enables file restoration if desired, much like the Recycle Bin in Windows.

So many useful NetDocuments add-ins for Microsoft Outlook - so little time!
In particular, this blog will share some Outlook features that can be utilized in NetDocuments when sending documents to external parties.

When you have a long list of documents (all documents in a matter, or a long search result), sometimes you just want to quickly find a particular document in that list.

Welcome to our special guest blog post from inMailX, an introduction. inMailX for Worldox ("inMailX") is an enterprise email management, compliance and productivity solution for Microsoft Outlook and Worldox GX4. inMailX enables users to quickly file emails and attachments into their favorite, recent or other Worldox workspaces, or automatically file tagged emails and attachments into Client Matters within Worldox.

Welcome to our special guest blog post from NetDocuments focused on DMS Security. Recent high-profile data breaches of internal IT systems at major international firms are causing clients to increase the scrutiny of their outside counsels’ cybersecurity efforts. Now, more than ever, it’s essential to ensure law firms are doing everything they can to safeguard their clients’ data against ever-evolving threats. While end users can often be the weak spot when it comes to security, it’s equally important that law firms embrace modern best practices around the storage and management of client data in their document management systems (DMS).

Stop losing receipts when you travel! Apps like Scanner Pro or TurboScan on the iPhone (both $2.99) or CamScanner on Android phones are fantastic for scanning documents and receipts while traveling. Scan them, e-mail them, and then throw the paper away!!

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