Home → Guide Archives:: Worldox GX4 → Find Templates → Create Find Templates Looking Across Cabinets
You may need to create a Find Template that finds documents in multiple cabinets based on the Document Type.
For example, you might want to find all correspondence for a client in the Tax, Client and Insurance Cabinets.
Open a Search Card
Select the cabinets in which you wish to search
The look up table will open for that cabinet.
Select the Document types
Select the next cabinet
Lather, rinse and repeat until all the doc types from the cabinets are selected.
Select Options -> Save Template
The Save Find Template will open
Type a name for the template
On Selection:
Who Sees It - Your selection here will make your template available to others if you are a Worldox user that can make global changes, for either:
Click "OK"