Integrating Worldox with WordPerfect

Posted in Document Management Software, NetDocuments vs Worldox on November 8, 2018 by Craig Bayer

Step 1: In WordPerfect go to Tools –> Settings  –> Files

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Step 2: Under Default Template open up the folder

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Step 3:  Browse to the Custom WP Template Folder and choose the default template

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The Path is C:UsersUSERNAMEAppDataRoamingCorelPerfectExpert15ENCustom WP Templates

USERNAME is the Windows Username of the person’s computer.

By default the app data folder is hidden.  Here is how you view hidden files and folders.

In the example above I choose WDWP(F).WPT  The F is because the copy of WordPerfect is X5.  If you have a different version, use the table below.

E 14 (x4)

F15 (x5)

G16 (x6)

H17 (x7)

I18 (x8)

Once you choose the template, Worldox will be integrated with WordPerfect.

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer