Printing Lists in Worldox

Printing Lists in Worldox | Legal Document Management

Ever need to print a list or a report of documents in Worldox?

We get this question often from Worldox clients. “How do I print a list or a report of documents to submit to a court or client?” For example, what if you need to print a list of documents produced by opposing counsel. Provided that you have those documents tagged with a category or a document type, then you can display those documents in a list and then generate a list very easily. Here is how:

Run your search or apply the needed filter to display the needed documents.

Select List > Print or Export.

Printing Lists in Worldox

We recommend generating a CSV file because it opens the list in Excel and then you can re-arrange the data/list (add columns, remove columns, sort, fix typos, etc.). Note whatever columns you display in Worldox before you print will export to the list, so add needed columns before printing or exporting. That’s it! Save your Excel file and send.

If you have any questions about printing lists or reports in Worldox or have any other questions about using Worldox, please contact the Document Management Team at Affinity by calling 877-676-5492, or simply request a consultation. 

Paul Unger

Written by Paul Unger

Paul is an Affinity Partner and law practice consultant with a passion for teaching attorneys 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.

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