Home → Guides::Worldox GX4 Cloud

Guides::Worldox GX4 Cloud

• 1. Background Information
  • 1.1. Open Worldox
  • 1.2. Close Worldox
• 2. Concept Introductions
  • 2.1. Introduction to the Search Card
  • 2.2. Introduction to the Profile Card
  • 2.3. Introduction to File Lists
  • 2.4. Introduction to Document Repositories
• 3. Save Documents
  • 3.1. Save a Document to the Worldox Document Repository
  • 3.2. Save a Document - Workzone
  • 3.3. Save a Document - Outside of Worldox
  • 3.4. Copy Profile From...
  • 3.5. Printing to the Adobe PDF print driver
  • 3.6. Saving a PDF using Chrome's build-in PDF generation
  • 3.7. Naming Conventions
• 4. Save Documents - Shortcuts
  • 4.1. Use Drop-Down Arrow
  • 4.2. Set Default Cabinet for Saving
• 5. Code Look Up Tables
  • 5.1. Introduction to Field Code Look Up Tables
  • 5.2. Use the Scroll Bar
  • 5.3. Type to your Choice
  • 5.4. Select Linked Fields
  • 5.5. Filter on Active or Inactive Entries
  • 5.6. Filter on Defined Criteria
  • 5.7. How to Print or Export Field Table
• 6. Code Look Up Tables - Add Values
  • 6.1. Introduction to Adding Values
  • 6.2. Client Code Conventions
  • 6.3. Account Code Conventions
  • 6.4. Insurance Policy Codes
• 7. Code Look Up Tables - Edit Values
  • 7.1. Introducing Editing Values
  • 7.2. Edit a Description
  • 7.3. Edit Values to be Inactive
  • 7.4. Edit a Code
• 8. Code Look Up Tables - Delete Values
  • 8.1. Introduction to Deleting Values
  • 8.2. Delete a Value
• 9. Quick Profile Templates
  • 9.1. Introduction to Quick Profile Templates
  • 9.2. Use Quick Profile Templates
  • 9.3. Create Quick Profile Templates
  • 9.4. Create Quick Profile Templates requiring a Doc Date
  • 9.5. Organize Quick Profile Templates
  • 9.6. Add Naming Conventions
  • 9.7. Default Values when Saving a Document
  • 9.8. Pin the Quick Profile Tab Open
• 10. File Comments
  • 10.1. Introduction to Comments
  • 10.2. View Comments - In Line with Documents
• 11. Indexing
  • 11.1. Perform a Search without Using the Indexes
  • 11.2. Introduction to Indexing
  • 11.3. What happens if the Indexer software isn't running?
• 12. Search for Documents
  • 12.1. Search for All Documents in a Cabinet
  • 12.2. Search for Documents across Multiple Cabinets
  • 12.3. Use Code Look Up Tables
  • 12.4. Search Multiple Values from the Code Look Up Tables in the Search Card
  • 12.5. Use the Name Field
  • 12.6. Text-In-File Field
  • 12.7. Portion of a Field, Wildcards, Replacement Values
  • 12.8. Doc ID
  • 12.9. Use Date Fields
  • 12.10. Use Booleans
  • 12.11. How to Search for Documents with File Level Security
  • 12.12. Search for Checked out Documents
  • 12.13. Searching Prior versions of Documents
  • 12.14. Home Button
• 13. Find Templates
  • 13.1. Introduction to Find Templates
  • 13.2. Create Find Templates
  • 13.3. Create Find Templates Looking Across Cabinets
  • 13.4. Edit Find Templates
  • 13.5. Special Code Designations for Find Templates
  • 13.6. Updating Find Templates to Include Additional Repositories
• 14. Bookmarks
  • 14.1. Introduction to Bookmarks
  • 14.2. Create Worldox Bookmarks
  • 14.3. Bookmarks Tab
  • 14.4. Manage Bookmarks
  • 14.5. Advanced Bookmark Security
• 15. Search Results Screen
  • 15.1. Back Button and Forward Button
  • 15.2. Find Doc ID or Desc
  • 15.3. Filter Search Results: Filters Field
  • 15.4. Filter Search Results: Filters
  • 15.5. Search Tab
  • 15.6. Type to your Choice within the Search Results Screen
  • 15.7. Preview Documents - View Button
  • 15.8. Preview Documents - Preview Window Tool
  • 15.9. Preview Documents - Preview Tab
  • 15.10. Export a list of Documents in your Search Results Screen
• 16. Column Headers
  • 16.1. Introduction to Column Headers
  • 16.2. Add a Column to your Column Headers
  • 16.3. Move or Adjust a Column Header
  • 16.4. Remove a Column Header
  • 16.5. Sort Column Headers
  • 16.6. Column Header Templates
  • 16.7. Use Column Header Templates
  • 16.8. Associate a Column Header with a Find Template
  • 16.9. How to Disable Automatic Header Sizing
  • 16.10. Column Headers - Global Templates vs. User Customizations
• 17. Manipulate Documents
  • 17.1. Open a Document
  • 17.2. Open a Read Only Instance of a Document
  • 17.3. Delete a Document
  • 17.4. Edit the Profile of a Document - Profile Button
  • 17.5. Edit the Profile of a Document - Search Results Screen
  • 17.6. Edit the Profile of Multiple Documents
  • 17.7. Save As - Overwrite an Existing File
  • 17.8. Save As - Saving Versions of Documents
  • 17.9. Save As - New File
  • 17.10. Make a Copy of a Document
  • 17.11. Attach Documents in Worldox to Outlook Emails
  • 17.12. Attach a Document Outside of Worldox to Outlook Emails
  • 17.13. Print multiple documents at once
  • 17.14. Copy Files from Worldox to a Local Drive
  • 17.15. File Level Security - Secure a File
• 18. Deleted Files
  • 18.1. Introduction to the Salvage Bin
  • 18.2. Set Retention Rules for the Salvage Bin
  • 18.3. Search for Documents in the Salvage Bin
  • 18.4. Restore Documents in the Salvage Bin to the Active Repository
  • 18.5. Multiple Salvage Retention Rules
  • 18.6. View Document Expiration Dates
  • 18.7. Editing Salvage Retention Rules
  • 18.8. Auditing Retention Rules
• 19. Customizing Worldox - List View
  • 19.1. Introduction to Worldox Views
  • 19.2. Display Documents in List View
  • 19.3. Customize File Lists within List View
• 20. Customizing Worldox - Tile View
  • 20.1. Introduction to Worldox Views
  • 20.2. Display Documents in Tile View
  • 20.3. Create and Sort Tiles
  • 20.4. Customize File Lists within Tile View
  • 20.5. Customize Tile Layouts
• 21. Customizing Worldox - Button Ribbon
  • 21.1. Introduction
  • 21.2. Remove a Button
  • 21.3. Add a Button
  • 21.4. Change a Button
  • 21.5. Move a Button
  • 21.6. Restore the Original
• 22. Favorites
  • 22.1. Introduction to Favorites
  • 22.2. Search for Documents Using Favorites
  • 22.3. Add Documents to Favorites
  • 22.4. Remove a document from Favorites
• 23. Tags
  • 23.1. Introduction to Tags
  • 23.2. Creating Tags
  • 23.3. Assign a Tag to a Document
  • 23.4. Search for Document Tags
  • 23.5. Add Tags to the Search Card
  • 23.6. Clearing Tags from a Document
• 24. Worldox Projects
  • 24.1. Introduction to Worldox Projects
  • 24.2. Create a Project
  • 24.3. Find Projects
  • 24.4. Add Document(s) to a Project
  • 24.5. Remove Document(s) from a Project
  • 24.6. Delete a Project
• 25. Relationships
  • 25.1. Introduction to Relationships
  • 25.2. Create Relationships
  • 25.3. Show Relationships
  • 25.4. Delete Relationships
• 26. Archive Documents
  • 26.1. Introduction to Archiving Documents
  • 26.2. Archive Documents
  • 26.3. Search for Archived Documents
• 27. Checking Files Out/In
  • 27.1. Introduction to Checking In / Out Documents
  • 27.2. Check In Documents
• 28. Legal Hold
  • 28.1. Introduction to Legal Hold
  • 28.2. Place a document in Legal Hold
  • 28.3. Search for Documents moved to Legal Hold
  • 28.4. Move Documents from Legal Hold to the Active Repository
• 29. File Locking
  • 29.1. Introduction to F-Locking
  • 29.2. F-Locking a document or set of documents
  • 29.3. Working with Documents that have been Locked
• 30. Audit Trail
  • 30.1. Introduction to the Audit Trail
  • 30.2. Audit a Single Documents Events
  • 30.3. Perform an Audit on documents based on the event
  • 30.4. Perform an Audit on documents based on the user
• 31. Email
  • 31.1. Introduction to Emails in Worldox
  • 31.2. Save Outgoing Emails
  • 31.3. Save Incoming Emails
  • 31.4. Search for Email Messages using the Email Address
  • 31.5. Email Tab
  • 31.6. Email Rules
• 32. Junxure Cloud Integration
  • 32.1. Does Worldox Integrate with Junxure Cloud
  • 32.2. How to Enable / Disable WebMobile Integration - Firmwide
  • 32.3. How to Enable WebMobile Integration - Per User
  • 32.4. How to Attach a Worldox Doc to a Junxure Cloud Action
• 33. Administration of Worldox
  • 33.1. Activating and Deactivating Users / Adjusting Security Permissions
  • 33.2. Integrating Worldox with other Applications
  • 33.3. Summary Reporting
• 34. Advanced Integration
  • 34.1. Attaching Worldox Links - Choosing Files in Internet Applications
  • 34.2. Attaching Documents to Outlook Calendar or Appointment Items
  • 34.3. Launching Searches using Worldox WDOX hyperlinks (URLS)
• 35. FAQs
  • 35.1. Minimum System Requirements
  • 35.2. Worldox Web Mobile 3.X Features
  • 35.3. Saving Internet Explorer Downloads to Worldox
  • 35.4. How many Worldox Licenses do I need for my firm?
  • 35.5. How to Search for Documents with File Level Security
  • 35.6. PDF versus TIFF File Format
  • 35.7. How to Handle Prospects in Worldox
  • 35.8. How to Handle a Divorce of Clients
  • 35.9. How to Combine two client's documents under one code
  • 35.10. How to Move an Account Code to another Client
  • 35.11. Bulk Move files in Worldox
  • 35.12. Inconsistent counts in search results
  • 35.13. Worldox Compatibility with Office 365
  • 35.14. Export a Field Code Look Up Table to a csv File

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