Affinity Consulting Blog


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.

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.

I recently came across an interesting article, published in Attorney at Work, that discusses five key areas that are potentially killing efficiency in today’s legal firms. http://bit.ly/1X80nYz

These five common efficiency killers include:

  1. Staffing and task assignment errors
  2. Manual billing
  3. Clinging to paper
  4. Tethering work to the office technology
  5. Settling for outdated technology

Assume you have to re-file a UCC statement in 5 years, and you create a Task and/or Appointment in Outlook ... or ... you have a contractual requirement to review & update an Employee Handbook every 18 months, so you create a reminder on your electronic calendar. Wouldn't it also be nice to include a link to the relevant documents saved in NetDocuments, so when the reminder notifies you, you can simply click on the link and go right to the document(s) that need to be reviewed, edited, etc.? Well, you can, and it is pretty easy! The even better news is that in ndOffice 2.2 due out this summer, it will become even easier. For now, this is what you can do:

Did you know Microsoft Word has an easier way to read your documents, no matter what screen you are using?

Back in 2013, Microsoft implemented the “Read mode” to Microsoft Word. It auto-resizes the document to the full screen and is completely uncluttered.

Lawyers often need to edit long word documents. Scrolling back and forth between distant pages in a long document is cumbersome. Why not split your screen so you can view different parts of the same document simultaneously so that each window has its own independent scroll bar? Here is how to do that.

Easily Capture Screenshots in Microsoft PowerPoint

Do you ever need to take a screenshot of something important for a PowerPoint presentation? PowerPoint makes it easy to grab screenshots. This can be especially helpful for training sessions for using software around the office.

Sometimes you might need to create a fun shape out of an image for a presentation. Microsoft PowerPoint privdes you with some unique image editing tools and allows users to to crop existing images into unique shapes. Here are the steps:

We know that Word's find and replace function can be used to replace words and phrases. It can also be used to replace non-printing special characters that may find their way into your document and alter the formatting.

In order to find and replace special characters, use the Replace keyboard shortcut, CTRL+H to bring up the dialog box. You will see a More button. Click it or press ALT+M to reveal your Search Options. At the bottom under Replace will be a Special button. Click on it or press ALT+E.

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