Worldox Training: How to Jump to a Matter From a Document List

Jumping to a Matter from a Document List in Worldox

We often perform searches in Worldox, or we view a document list, and want to jump to all the documents in the entire matter/case. We may want to see any related documents, or see what else is in that particular matter/case.  

There are three easy ways to jump to a matter/case from a document.  From the list view:

  1. Right-click on the document and select Open File Location;Jumping to a Matter from a Document List in Worldox.jpg
  2. OR Select the document, and from the menu bar select ListOpen File Location
  3. OR Select the document and hit Alt + Ctrl + O.

If you have any questions about document lists, searching or any other feature in Worldox, just send us an email at info@affinityconsulting.com or request a consultation. You can also call us at 877-676-5492.

Team DISC Training at Affinity | Strategic Consulting for Law Firms


Paul Unger

Written by Paul Unger

Paul is a national speaker and author. In addition, he coaches lawyers on how to be more efficient with time management by offering customized workshops. When he isn't speaking or writing, he usually performs technology assessments throughout the United States and Canada. Paul began his career working for the Governor of Ohio and then went on to law school. He practiced law for six years, specializing in litigation and bankruptcy, before starting a legal technology consulting company with partner Barron Henley in 2000. Paul's superpowers are cleaning up messes and turning digital chaos into well-organized machines. His favorite part of his job is helping people get organized and focused on finding more enjoyment in their lives and careers.

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