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

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;
2. OR Select the document, and from the menu bar select List> Open 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.