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 firstname.lastname@example.org and we'll contact you to schedule your upgrade.