One of the great things about Worldox® compared to other document management systems is that it has email integration built-in. So not only can you easily save and search emails, you can also email a document directly from Worldox. In order to make sure your signature is consistent no matter how you send an email, you’ll need to set it up in Worldox. Here’s how:
Step 1: Open your Outlook and copy your signature.
Step 2: Click on the Email tab in Worldox:
Step 3: Select the “Edit” dropdown, and choose “Signature”:
Step 4: Outlook will open. Paste your signature block in, then hit “ESC.”
Step 5: Test the signature by going to a Client’s File (or Favorite File, or any list of documents). Highlight a document and click on the “Email” button on the top toolbar (or you can right-click on a document and select email). The email should come up, with the document attached, with your signature:
Voila!!
