USE WORLDOX LIKE A DATABASE

Charles Bennett is the Principal Consultant at Triella.  We are a technology consulting company specializing in providing technology audits, planning advice, project management and other CIO-related services to small and medium-sized firms. Charles can be reached at 647.426.1004. For additional articles, go to our blog page. Triella is a VMware Professional Partner, Microsoft Certified Partner, Citrix Solution Advisor – Silver, Dell Preferred Partner, Authorized Worldox Reseller and a Webroot Reseller.

© 2019 by Triella Corp. All rights reserved. Reproduction with credit is permitted.

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You will then need to widen the columns to see all the information. Delete the columns you don’t want and then you are ready to print or share the list with others!

Charles Bennett is the Principal Consultant at Triella.  We are a technology consulting company specializing in providing technology audits, planning advice, project management and other CIO-related services to small and medium-sized firms. Charles can be reached at 647.426.1004. For additional articles, go to our blog page. Triella is a VMware Professional Partner, Microsoft Certified Partner, Citrix Solution Advisor – Silver, Dell Preferred Partner, Authorized Worldox Reseller and a Webroot Reseller.

© 2019 by Triella Corp. All rights reserved. Reproduction with credit is permitted.

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5. Assuming you choose the first option, the file will open in Excel:

USE WORLDOX LIKE A DATABASE excel

You will then need to widen the columns to see all the information. Delete the columns you don’t want and then you are ready to print or share the list with others!

Charles Bennett is the Principal Consultant at Triella.  We are a technology consulting company specializing in providing technology audits, planning advice, project management and other CIO-related services to small and medium-sized firms. Charles can be reached at 647.426.1004. For additional articles, go to our blog page. Triella is a VMware Professional Partner, Microsoft Certified Partner, Citrix Solution Advisor – Silver, Dell Preferred Partner, Authorized Worldox Reseller and a Webroot Reseller.

© 2019 by Triella Corp. All rights reserved. Reproduction with credit is permitted.

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Here is how you can do this:

  1. Perform your searches until you have the results you want on the screen.
  2. Select List, Export from the Worldox menu.
  3. You will be prompted for the location of the file. This file will be stored on a disk on the server, not within Worldox. Usually, Worldox opens to your My Documents folder but you can place the file wherever you want.
  4. Once the file is saved you will get the following prompt:
USE WORLDOX LIKE A DATABASE

Select Open Target File to open the file in Excel.

Select Explore Target Folder to open the folder containing this file.

5. Assuming you choose the first option, the file will open in Excel:

USE WORLDOX LIKE A DATABASE excel

You will then need to widen the columns to see all the information. Delete the columns you don’t want and then you are ready to print or share the list with others!

Charles Bennett is the Principal Consultant at Triella.  We are a technology consulting company specializing in providing technology audits, planning advice, project management and other CIO-related services to small and medium-sized firms. Charles can be reached at 647.426.1004. For additional articles, go to our blog page. Triella is a VMware Professional Partner, Microsoft Certified Partner, Citrix Solution Advisor – Silver, Dell Preferred Partner, Authorized Worldox Reseller and a Webroot Reseller.

© 2019 by Triella Corp. All rights reserved. Reproduction with credit is permitted.

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For example, if you are in Estates and have a date that a Will should be reviewed in the Worldox profile then you can run a search on that information to produce such a list. Another example, you may be looking for a precedent and want a list of all the potential ones that meet your criteria. Perform your search and obtain that list. You can then extract that to Excel and share it with others. In fact, anything you can search for in Worldox can be extracted to Excel.

How to create an excel worksheet

Here is how you can do this:

  1. Perform your searches until you have the results you want on the screen.
  2. Select List, Export from the Worldox menu.
  3. You will be prompted for the location of the file. This file will be stored on a disk on the server, not within Worldox. Usually, Worldox opens to your My Documents folder but you can place the file wherever you want.
  4. Once the file is saved you will get the following prompt:
USE WORLDOX LIKE A DATABASE

Select Open Target File to open the file in Excel.

Select Explore Target Folder to open the folder containing this file.

5. Assuming you choose the first option, the file will open in Excel:

USE WORLDOX LIKE A DATABASE excel

You will then need to widen the columns to see all the information. Delete the columns you don’t want and then you are ready to print or share the list with others!

Charles Bennett is the Principal Consultant at Triella.  We are a technology consulting company specializing in providing technology audits, planning advice, project management and other CIO-related services to small and medium-sized firms. Charles can be reached at 647.426.1004. For additional articles, go to our blog page. Triella is a VMware Professional Partner, Microsoft Certified Partner, Citrix Solution Advisor – Silver, Dell Preferred Partner, Authorized Worldox Reseller and a Webroot Reseller.

© 2019 by Triella Corp. All rights reserved. Reproduction with credit is permitted.

[/vc_column_text][/vc_column][/vc_row]

Worldox is not a traditional database program but it does have some database capability. You can search for information and then move that information into Excel for further processing.

For example, if you are in Estates and have a date that a Will should be reviewed in the Worldox profile then you can run a search on that information to produce such a list. Another example, you may be looking for a precedent and want a list of all the potential ones that meet your criteria. Perform your search and obtain that list. You can then extract that to Excel and share it with others. In fact, anything you can search for in Worldox can be extracted to Excel.

How to create an excel worksheet

Here is how you can do this:

  1. Perform your searches until you have the results you want on the screen.
  2. Select List, Export from the Worldox menu.
  3. You will be prompted for the location of the file. This file will be stored on a disk on the server, not within Worldox. Usually, Worldox opens to your My Documents folder but you can place the file wherever you want.
  4. Once the file is saved you will get the following prompt:
USE WORLDOX LIKE A DATABASE

Select Open Target File to open the file in Excel.

Select Explore Target Folder to open the folder containing this file.

5. Assuming you choose the first option, the file will open in Excel:

USE WORLDOX LIKE A DATABASE excel

You will then need to widen the columns to see all the information. Delete the columns you don’t want and then you are ready to print or share the list with others!

Charles Bennett is the Principal Consultant at Triella.  We are a technology consulting company specializing in providing technology audits, planning advice, project management and other CIO-related services to small and medium-sized firms. Charles can be reached at 647.426.1004. For additional articles, go to our blog page. Triella is a VMware Professional Partner, Microsoft Certified Partner, Citrix Solution Advisor – Silver, Dell Preferred Partner, Authorized Worldox Reseller and a Webroot Reseller.

© 2019 by Triella Corp. All rights reserved. Reproduction with credit is permitted.

[/vc_column_text][/vc_column][/vc_row]

How to search for and extract information from Worldox

Worldox is not a traditional database program but it does have some database capability. You can search for information and then move that information into Excel for further processing.

For example, if you are in Estates and have a date that a Will should be reviewed in the Worldox profile then you can run a search on that information to produce such a list. Another example, you may be looking for a precedent and want a list of all the potential ones that meet your criteria. Perform your search and obtain that list. You can then extract that to Excel and share it with others. In fact, anything you can search for in Worldox can be extracted to Excel.

How to create an excel worksheet

Here is how you can do this:

  1. Perform your searches until you have the results you want on the screen.
  2. Select List, Export from the Worldox menu.
  3. You will be prompted for the location of the file. This file will be stored on a disk on the server, not within Worldox. Usually, Worldox opens to your My Documents folder but you can place the file wherever you want.
  4. Once the file is saved you will get the following prompt:
USE WORLDOX LIKE A DATABASE

Select Open Target File to open the file in Excel.

Select Explore Target Folder to open the folder containing this file.

5. Assuming you choose the first option, the file will open in Excel:

USE WORLDOX LIKE A DATABASE excel

You will then need to widen the columns to see all the information. Delete the columns you don’t want and then you are ready to print or share the list with others!

Charles Bennett is the Principal Consultant at Triella.  We are a technology consulting company specializing in providing technology audits, planning advice, project management and other CIO-related services to small and medium-sized firms. Charles can be reached at 647.426.1004. For additional articles, go to our blog page. Triella is a VMware Professional Partner, Microsoft Certified Partner, Citrix Solution Advisor – Silver, Dell Preferred Partner, Authorized Worldox Reseller and a Webroot Reseller.

© 2019 by Triella Corp. All rights reserved. Reproduction with credit is permitted.

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