Worldox Quick Profiles

Quick Profiles in Worldox

Quick Profiles are save-templates that you can store and use for future saving that will automatically fill-in the desired fields for quicker saving. It is very useful if you find yourself saving a document with similar profile information on a regular basis. For example, you constantly save pleadings or correspondence into a very active litigation matter.

To create a quick profile, open a new Word document and hit Save or Save As.  Worldox responds by opening a File Save profile form. Next, click Quick Profiles Tab and select the + (Add) button.Quick Profiles in Worldox

Fill in the desired profile information (i.e., client, matter, doctype, author, etc.). Then name the quick profile in the Quick Profile Name field and save.

If you'd like assistance with Quick Profiles or any other feature in Worldox, just let us know. You can always reach us at info@affinityconsulting.com or request a consultation.

 


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.

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