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Instructional Goals
1.1. Instructional Goals
Upon completion of this course you should be able to:
- Define the purpose of Document Management
- List at least 3 Fundamentals of Worldox
- Define the Search Card
- Define Code Look Up Tables
- Search for all documents in a cabinet
- Search for all documents in multiple cabinets
- Search using Code Look Up Tables
- Use Multiple Values in Code Look Up Tables
- Search the Description / Comments field
- Search for documents based on the text within the document
- Use Predictive Searching
- Use Wildcards to Search
- Search for documents based on the Document Identifier
- Explain the difference between the date a document was modified and date a document was created
- Search for documents based on the Dates and Date Ranges that the documents were created
- Search for documents based on the Dates and Date Ranges that the documents were modified
- Search for documents using Boolean searching
- Search for documents using the Worldox location bar
- Describe what happens when you select the Previous Search Button
- Explain the use of the Back and Forward buttons in the Worldox Search Results Screen
- Filter Search Results using the Filter Bar
- Filter Search Results using the Tags tab
- Display multiple search results lists at once
- Preview Documents
- View Document Comments in the Search Results list
- Adjust Column Headers
- Save Column Header Templates
- Use Style Sheets
- Attach Documents to Outlook Emails
- Explain the concept of Indexing
- Describe what the Indexer does
- Perform a Search without using the Indexes