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Saving Documents to Worldox
4.2. Saving Documents to Worldox
Save Documents
To save a document into Worldox, you must fill out a profile card. From the document you wish to save:
- Select the "Save" button (or "Save As" if the document has already been filed elsewhere)
- Select the appropriate cabinet in which to save the document from the drop down list
- In the first field, start typing the value from the code look up table, and select the appropriate value from the drop down list that appears
Note: Selecting F2 in the field will show you the code look up table, or you can select the 1. to open the code look up table as well.
- Repeat this for all the required fields as indicated by the red text
- Type in a description of the document that is brief yet informative
- Select "OK" to complete the save process
Note: You can also use the keyboard shortcut of Alt + O to select the "OK" button, if you're a keyboard person.
The method for saving a PDF file from Adobe Reader is slightly different.
Worldox Professional & Cloud
Adobe Reader will not open a Worldox profile card when you select the "Save" button. Instead, you should select the File->Worldox Save button.
Then, fill out the profile card accordingly.
Note: This is strictly for Adobe Reader. Adobe Acrobat makes use of the File > Save option