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.


Paul Unger

Written by Paul Unger

Paul is an Affinity Partner with a passion for teaching lawyers how to use technology and how to automate their practice. He teaches and coaches lawyers how to be more efficient with time, task, document & email management, and just as important, distraction management by offering customized time management workshops for lawyers and their staff throughout North America. He helped modernize the use of courtroom technology and is an expert in paperless office strategies and document management. He is also an author of numerous books, manuals, and articles. Paul is a national speaker and frequent lecturer for CLE programs.

Recent Posts