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Save a Document to the Worldox Document Repository
3.1. Save a Document to the Worldox Document Repository
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
- Select the first field button (e.g., "Client") to access the code lookup table
- Double-click on the value in the code lookup table you would like to use
- 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