Home → Training Manual Archives-Worldox GX4:: Savvy User Training

Training Manual Archives-Worldox GX4:: Savvy User Training

• 1. About this Course
  • 1.1. Instructional Goals
  • 1.2. Topics not Covered
• 2. Save Documents
  • 2.1. Saving Documents to Worldox
  • 2.2. Shortcuts for Saving Documents
  • 2.3. Save As Dialogs
  • 2.4. Save Documents using Workzone
  • 2.5. Integration with Other Applications
  • 2.6. Save Documents Outside of Worldox
• 3. Search for Documents
  • 3.1. Use Code Look Up Tables
  • 3.2. Documents in Multiple Cabinets
  • 3.3. Use Multiple Values in the Code Look Up Tables
  • 3.4. Use Date Fields
  • 3.5. Words in the Name Field
  • 3.6. Use a Portion of the Fields (Wildcards)
  • 3.7. Use the Doc ID
• 4. Refine and Manipulate Search Results
  • 4.1. Filter Search Results
  • 4.2. Back and Forward Buttons
  • 4.3. Edit the Profile Card of a Document
  • 4.4. View a Document's Comments
  • 4.5. Preview a Document
  • 4.6. Open a Document
  • 4.7. Delete a Document
• 5. Email Documents using Outlook
  • 5.1. Attach Documents in Worldox to Outlook Emails
• 6. Support
  • 6.1. Issues / Questions

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