7.1. Using Virtuoso Worldox & Outlook cohesively

In version 1.5.116 and later, Virtuoso can utilize Search URLs to locate documents in Worldox and search the internet as well.   Utilizing Search URLs requires that Virtuoso search directly in the main search interface and cannot search in a File -> Open dialog which is what pops up when you click the paperclip button.   Therefore, if you are used to searching for documents to attach to an email we recommend the following method:

• Search for the document(s) in Worldox using Virtuoso
• Drag and drop the documents to the Outlook email message

Alternatively, you can follow this method:

• Search for the document(s) in Worldox using Virtuoso
• Select the "Email" button in Worldox
  

Note:   Using the Alternative Method will not include your signature line from Outlook.