Tech Team

If you go on PM and get a message that you have duplicate user IDs running, please reset the user ID with the steps below. Warning screen upon entering login –   Click Yes.   Select your previous ...

In PM open a window for Client or Contact, whichever one you want to change the column layout for.  On the right hand side, click on “Manage Column Layouts” under “Column Layout”.  Click on “new” i...

In PM, open “Client” or “Contact” (whichever one you want the filter to be for). On the right-hand side, click on “Manage Filters”     Click on “new” in the upper left hand corner of the new windo...

Verification lists top out at 10,000 entries so they need to be deleted periodically.  A Tabs3 Manager can delete everyone’s verification lists and that is the only way you can get rid of the error...

On the top bar go under Maintenance -> Renumber -> Rename Contact.  Enter the old contact ID and what you want it to be updated to.

  Download the program Format Factory (http://download.cnet.com/FormatFactory/3000-2194_4-10968547.html) and convert the file.  The file will need to be in your Local Scans folder.  Set the output ...

How do I stop that annoying Categories window from coming up every time I open a new page? On the top bar, click on Edit -> Preferences -> Worldox. Under the “Category Options” category, double-cl...

  • Click on the Find binoculars icon • Start a new search • Double click All Documents • Enter (Employee Initials) in the cell next to “4. ReviewBy” • Search   Any files marked for you to review...

Navigate to the list of clients in the appropriate Profile Group (Client Files or Work Comp) Highlight the name of the client you wish to activate or inactivate.  (Note:  If activating an inactive ...

  Highlight the document that you want to change in WD.  Click on “Security” at the top. Change preferred settings.