Home → Guide Archives:: Worldox GX4

Guide Archives:: Worldox GX4

• 1. Background Information
  • 1.1. Open Worldox
  • 1.2. Close Worldox
  • 1.3. Install Worldox Professional
• 2. Concept Introductions
  • 2.1. Introduction to the Search Card
  • 2.2. Introduction to the Profile Card
  • 2.3. Introduction to File Lists
  • 2.4. Introduction to Document Repositories
• 3. Save Documents
  • 3.1. Save a Document to the Worldox Document Repository
  • 3.2. Save a Document - WorkZone
  • 3.3. Save a Document - Outside of Worldox
  • 3.4. Copy profile from...
  • 3.5. Printing to the Adobe PDF print driver
  • 3.6. Saving a PDF using Chrome's built-in PDF generation
  • 3.7. Naming Conventions
• 4. Save Documents - Shortcuts
  • 4.1. Use Drop-Down Arrow
  • 4.2. Set Default Cabinet for Saving
• 5. Code Lookup Tables
  • 5.1. Introduction to Field Code Lookup Tables
  • 5.2. Use the Scroll Bar
  • 5.3. Type to your Choice
  • 5.4. Select Linked Fields
  • 5.5. Filter on Active or Inactive Entries
  • 5.6. Filter on Defined Criteria
  • 5.7. How to Print or Export Field Table
• 6. Code Lookup Tables - Add Values
  • 6.1. Introduction to Adding Values
  • 6.2. Client Code Conventions
  • 6.3. Account Code Conventions
  • 6.4. Insurance Policy Codes
• 7. Code Lookup Tables - Edit Values
  • 7.1. Introducing Editing Values
  • 7.2. Edit a Description
  • 7.3. Edit Values to be Inactive
  • 7.4. Edit a Code
• 8. Code Look Up Tables - Delete Values
  • 8.1. Introduction to Deleting Values
  • 8.2. Delete a Value
• 9. Quick Profile Templates
  • 9.1. Introduction to Quick Profile Templates
  • 9.2. Use Quick Profile Templates
  • 9.3. Create Quick Profile Templates
  • 9.4. Create Quick Profile Templates requiring a Doc Date
  • 9.5. Organize Quick Profile Templates
  • 9.6. Add Naming Conventions
  • 9.7. Default Values when Saving a Document
  • 9.8. Pin the Quick Profile Tab Open
• 10. File Comments
  • 10.1. Introduction to Comments
  • 10.2. View Comments - In Line with Documents
• 11. Indexer & Indexing
  • 11.1. Introduction to Indexing
  • 11.2. What is the Indexer?
  • 11.3. Why the Indexer should not run on a Server
  • 11.4. What happens if the Indexer software isn't running?
  • 11.5. Perform a Search Without Using the Indexes
  • 11.6. What to do if the Worldox Indexes Become Corrupted
  • 11.7. Replacing your Indexer PC
  • 11.8. Indexing Email Attachments
• 12. Search for Documents
  • 12.1. Search for all Documents in a Cabinet
  • 12.2. Search for Documents Across Multiple Cabinets
  • 12.3. Use Code Lookup Tables
  • 12.4. Select Multiple Values from the Code Look Up Tables in the Search Card
  • 12.5. Use the Name field
  • 12.6. Text-In-File Field
  • 12.7. Portion of a Field, Wildcards, Replacement Values
  • 12.8. Doc ID
  • 12.9. Use Date Fields
  • 12.10. Use Booleans
  • 12.11. How To Search for Documents With File Level Security
  • 12.12. Search for All Checked Out Documents
  • 12.13. Searching Prior versions of Documents
  • 12.14. Home Button
• 13. Find Templates
  • 13.1. Introduction to Find Templates
  • 13.2. Create Find Templates
  • 13.3. Create Find Templates Looking Across Cabinets
  • 13.4. Edit Find Templates
  • 13.5. Special Code Designations for Find Templates
  • 13.6. Updating Find Templates to Include Additional Repositories
• 14. Bookmarks
  • 14.1. Introduction to Bookmarks
  • 14.2. Create Worldox Bookmarks
  • 14.3. Create Bookmarks to a Network Location
  • 14.4. Bookmarks Tab
  • 14.5. Manage Bookmarks
  • 14.6. Customizing the New Search Button
  • 14.7. Email a Bookmark to another user
  • 14.8. Advanced Bookmark Security
• 15. Search Results Screen
  • 15.1. Back Button & Forward Button
  • 15.2. Find Doc ID or Desc
  • 15.3. Doc ID or Desc - Search for documents in your Network Directory Structure
  • 15.4. Filter Search Results: Filter Field
  • 15.5. Filter Search Results: Filters
  • 15.6. Search Tab
  • 15.7. Type to your Choice with in the Search Results Screen
  • 15.8. Preview Documents - View Button
  • 15.9. Preview Documents - Preview Window Tools
  • 15.10. Preview Documents - Preview Tab
  • 15.11. Export a List of Documents in your Search Results Screen
• 16. Column Headers
  • 16.1. Introduction to Column Headers
  • 16.2. Add a Column to your Column Headers
  • 16.3. Move or Adjust a Column Header
  • 16.4. Remove a Column Header
  • 16.5. Sort Column Headers
  • 16.6. Column Header Templates
  • 16.7. Use Column Header Templates
  • 16.8. Associate a Column Header with a Find Template
  • 16.9. How To Disable Automatic Header Sizing
  • 16.10. Column Headers - Global Templates vs. User Customization
• 17. Manipulate Documents
  • 17.1. Open a Document
  • 17.2. Open a Read-Only Instance of a Document
  • 17.3. Delete a Document
  • 17.4. Edit the Profile of a Document - Profile Button
  • 17.5. Edit the Profile of a Document - Search Results Screen
  • 17.6. Edit the Profile of Multiple Documents
  • 17.7. Save As - Overwrite an Existing File
  • 17.8. Save As - Saving Versions of Documents
  • 17.9. Save As - New File
  • 17.10. Make a Copy of a Document
  • 17.11. Attach Documents in Worldox to Outlook Emails
  • 17.12. Attach a Documents outside of Worldox to Outlook Emails
  • 17.13. Print multiple documents at once
  • 17.14. Copy Files from Worldox to a Local Drive
  • 17.15. File Level Security - Secure a File
• 18. Deleted Files
  • 18.1. Introduction to the Salvage Bin
  • 18.2. Set Retention Rules for the Salvage Bin
  • 18.3. Search for Documents in the Salvage Bin
  • 18.4. Restore Documents in the Salvage Bin to the Active Repository
  • 18.5. Multiple Salvage Retention Rules
  • 18.6. View Document Expiration Dates
  • 18.7. Editing Salvage Retention Rules
  • 18.8. Auditing Retention Rules
• 19. Customizing Worldox - List View
  • 19.1. Introduction to Worldox Views
  • 19.2. Display documents in List View
  • 19.3. Customize Files Lists within List View
• 20. Customizing Worldox - Tile View
  • 20.1. Introduction to Worldox Views
  • 20.2. Display documents in Tile view
  • 20.3. Create and Sort Tiles
  • 20.4. Customize File Lists within Tile View
  • 20.5. Customize Tile Layouts
• 21. Customizing Worldox - Adding Branding
  • 21.1. Brand Worldox - Add your Logo to the search results screen
• 22. Customizing Worldox - Button Ribbon
  • 22.1. Introduction
  • 22.2. Remove a Button
  • 22.3. Add a Button
  • 22.4. Change a Button
  • 22.5. Move a Button
  • 22.6. Restore the Original
• 23. Favorites
  • 23.1. Introduction to Favorites
  • 23.2. Search for Documents using Favorites
  • 23.3. Add a document to Favorites
  • 23.4. Remove a document from Favorites
• 24. Tags
  • 24.1. Introduction to Tags
  • 24.2. Creating Tags
  • 24.3. Assign a Tag to a Document
  • 24.4. Search for Document Tags
  • 24.5. Add Tags to the Search Card
  • 24.6. Clearing Tags from a document
• 25. Worldox Projects
  • 25.1. Introduction to Worldox Projects
  • 25.2. Create a Project
  • 25.3. Find Projects
  • 25.4. Add document(s) to a Project
  • 25.5. Remove document(s) from a Project
  • 25.6. Delete a Project
• 26. Relationships
  • 26.1. Introduction to Relationships
  • 26.2. Create Relationships
  • 26.3. Show Relationships
  • 26.4. Delete Relationships
• 27. Archive Documents
  • 27.1. Introduction to Archiving Documents
  • 27.2. Archive Documents
  • 27.3. Search for Archived Documents
• 28. Checking Files In / Out
  • 28.1. Introduction to Checking In / Out Documents
  • 28.2. Check Out Documents
  • 28.3. Check In Documents
• 29. Navigation Panel
  • 29.1. Introduction to the Navigation Panel
  • 29.2. Search for Documents in your Network Directory Structure
• 30. Legal Hold
  • 30.1. Introduction to Legal Hold
  • 30.2. Place a document in Legal Hold
  • 30.3. Search for Documents moved to Legal Hold
  • 30.4. Move Documents from Legal Hold to the Active Repository
• 31. File Locking
  • 31.1. Introduction to F-Locking
  • 31.2. F-Locking a document or set of documents
  • 31.3. Working with Documents that have been Locked
• 32. Audit Trail
  • 32.1. Introduction to Audit Trail
  • 32.2. Audit a Single Document's Events
  • 32.3. Perform an Audit on documents based on the event
  • 32.4. Perform an Audit on documents based on the user
• 33. Email
  • 33.1. Introduction to Emails in Worldox
  • 33.2. File Outgoing Email Messages
  • 33.3. Save Incoming Emails
  • 33.4. Search for Email Messages using the Email address
  • 33.5. Email Tab
  • 33.6. Email Rules
• 34. Junxure (Pro) Integration
  • 34.1. Attach Documents to Junxure's Next Actions
  • 34.2. Merge Form Integration
  • 34.3. Enable Worldox Trumpet as your Document Imaging Software in Junxure
• 35. Junxure Cloud Integration
  • 35.1. Does Worldox Integrate with Junxure Cloud?
  • 35.2. How to Enable/Disable WebMobile Integration - Firm Wide
  • 35.3. How to Enable WebMobile Integration - Per User
  • 35.4. How to Attach a Worldox Doc to a Junxure Cloud Action
• 36. Administration of Worldox
  • 36.1. Introduction to Administering Worldox
  • 36.2. Open the Worldox Admin Program
  • 36.3. Password Protecting the Admin Program
  • 36.4. Integrate Worldox with Other Applications
  • 36.5. Add a New User
  • 36.6. Change an Existing Worldox User's Name
  • 36.7. Synch New Users with Active Directory (if applicable)
  • 36.8. Deleting / Deactivating a User
  • 36.9. Add a User to a Security Group
  • 36.10. Add Authentication Cell Number for Two Factor Authentication
  • 36.11. Enable Two Factor Authentication
  • 36.12. User shows as Inactive
  • 36.13. Power User Rights
  • 36.14. Synch User Groups with Active Directory (if applicable)
  • 36.15. Prevent Users from Deleting Files
  • 36.16. Remove or Uninstall Worldox from a workstation
  • 36.17. Summary Reporting
  • 36.18. Create Security Classifications
• 37. WDInfo - Worldox Health and Monitoring System
  • 37.1. Introduction to WDInfo
  • 37.2. Install WDInfo to launch every time you log in
  • 37.3. Open WDInfo
  • 37.4. Close WDInfo
  • 37.5. Understanding the Information Presented
• 38. Scanner Integration Configuration
  • 38.1. Fujitsu ScanSnap Interface
  • 38.2. CapturePerfect Integration
  • 38.3. ScandAll Integration
• 39. Advanced Integration
  • 39.1. Attaching Documents to Outlook Calendar or Appointment Items
  • 39.2. Launching searches using Worldox wdox hyperlinks (URLs)
  • 39.3. Attaching Worldox Links Choosing Files in Internet Explorer
  • 39.4. Enabling Integration for the ShareFile Add-in for Outlook
  • 39.5. Disable Outlook integration for individual users
• 40. FAQS
  • 40.1. Minimum system requirements - Worldox Cloud
  • 40.2. Minimum system requirements - Worldox Professional
  • 40.3. Minimum system requirements - Worldox Enterprise
  • 40.4. System requirements - Worldox Web Mobile - Self Hosted
  • 40.5. Worldox Web Mobile 3.X Features
  • 40.6. How does Worldox work in Terminal Server deployments?
  • 40.7. Working Remotely with Worldox
  • 40.8. Using Workstation operating systems for the file server, and/or peer to peer networking
  • 40.9. How to Determine if you are a Cloud or Professional User
  • 40.10. Saving Internet Explorer Downloads to Worldox
  • 40.11. How many Worldox licenses do I need for my firm?
  • 40.12. Determine how many Users are logged into Worldox
  • 40.13. What is Active Directory Integration? (Worldox Advanced Security)
  • 40.14. How to Search for Documents With File Level Security
  • 40.15. Scanner Recommendations
  • 40.16. Scanner Setting Recommendations
  • 40.17. PDF versus TIFF File Format
  • 40.18. How to Handle a Divorce of Clients
  • 40.19. How to combine two client's documents under one code
  • 40.20. Worldox Professionals - User Name Changes
  • 40.21. Making a Bulk Move of Files in Worldox
  • 40.22. Who is responsible for assisting us with support requests?
  • 40.23. Move an Account Code to another client
  • 40.24. Saving a PDF from a Web Browser
  • 40.25. Email Handling with Mobile Devices
  • 40.26. How to configure the Worldox default dictionary
  • 40.27. Worldox Anti-Virus Exclusion List
  • 40.28. How to have Worldox launch when Windows starts
  • 40.29. How to Get Help with Worldox
  • 40.30. Inconsistent counts in search results
  • 40.31. How much storage am I using in Worldox?
  • 40.32. Handling Prospects in Worldox
  • 40.33. Worldox Compatibility with Office 365
  • 40.34. Export a field code table to a .csv file
  • 40.35. Attach File Hook Opening Address List Instead of Attaching File
• 41. System Administrator Resources
  • 41.1. Worldox Professional Architecture
  • 41.2. Disable Opportunistic Locking and SMB2
  • 41.3. Force login scripts to be run before startup folder is executed
  • 41.4. Splitting the Docvault over multiple drives
  • 41.5. Exporting the Worldox Meta Data
  • 41.6. Restoring Files from Backup
  • 41.7. Worldox and Disaster Recovery
  • 41.8. User Account Control (UAC) Information
  • 41.9. 64 Bit Versions of Microsoft Office
  • 41.10. Updating worldox on a Terminal Server
  • 41.11. Running a Speed Test in Worldox

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