Ensuring your technology investment delivers what it promised
Has your practice achieved all it can in these areas?
Can Evolution LTS turn these solutions into everyday strategic advantages for your firm?
We think you’ll really like the more intuitive interface and streamlined profiling. Below are some of the new features in GX4:
§ Documents can be viewed in a Tile or List view (Tile groups docs by Date, Category, Doc type, Author or Typist)
§ Integrated viewer (document displays on the right automatically when you highlight it on the list)
§ Quick search field can be set to search by 1. Contents, 2. Doc ID/Description, or 3. all three.
§ When profiling, you can type/lookup client or matter description directly from the field (no extra click for lookup table)
§ The profile window now has tabs on the left for Quick Profiles, Favorite Matters and Cabinets, to make saving quicker/easier/more flexible.
§ Categories are now included in Save and Search windows for easier access.
§ Follow me Favorites have your favorite matters available everywhere you go – while Saving, and in Outlook (it’s no longer necessary to create your email quick profiles)
§ Active Profiling in Outlook displays the suggested profile (Client & Matter) as a column in the Outlook inbox
§ Quick search Field in Word and Excel so you can search for docs in Worldox right from the application
Let us know if you’re interested, and we’ll get you more information.