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Worldox Now has Naming Conventions

One of the most requested Worldox features by financial service firms is the ability to add document naming conventions to Quick Profile filing templates. This is now available in GX3!

Take the guesswork out of how to name a file by including a naming convention format in your Quick Profiles.

Here's a link with more information: http://support.trumpetinc.com/index.php?pg=kb.page&id=807

Check out the other new features in GX3 at http://support.trumpetinc.com/index.php?pg=kb.book&id=22

GX3 is now available and Trumpet has begun its initial round of roll-outs. If you'd like to be upgraded sooner than later, shoot us an email at [email protected] and we'll contact you to schedule your upgrade.

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Jo Day

Jo Day

Jo loves learning about interesting problems and how people are solving them. Jo is well known for connecting people and ideas and is a great catalyst (moo!) to change. Where some people see the world through rose colored glasses, Jo sees the world through processes. When Jo isn't hanging out with her family, Jo's favorite hobbies are being anywhere outdoors and coming up with new business ideas – just for fun!

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