Home → Training Manual Archives-Worldox GX4::Rehearsal Workshop → Find Templates → Create Find Templates
To Create a Find Template in Worldox:
Open a Search Card
Fill in the criteria you wish to use in the template
Select the appropriate "On Selection" radio button
Fill in the appropriate "Save Template for" radio button
Select "Save"
IMPORTANT: When Prompted to save the Find Template, ensure that you select the "Save as new public template" radio button. This ensures that you save all your Find Templates for use for your entire firm. If you do not have these permissions, Trumpet strongly recommends you ask someone who does to create these for you.
Select "OK"
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"