- General Information (1)
- Guides (15)
- Automate
- Assemblage
- Trumpet Publisher for Sharefile
- Attach Plus
- SignatureBridge for DocuSign
- Symphony OCR
- Symphony Analyzer Tool
- Symphony Profiler
- Symphony Profiler Troubleshooting
- Virtuoso
- Worldox GX4 Cloud
- 1. Background Information
- 2. Concept Introductions
- 3. Save Documents
- 4. Save Documents - Shortcuts
- 5. Code Look Up Tables
- 6. Code Look Up Tables - Add Values
- 7. Code Look Up Tables - Edit Values
- 8. Code Look Up Tables - Delete Values
- 9. Quick Profile Templates
- 10. File Comments
- 11. Indexing
- 12. Search for Documents
- 13. Find Templates
- 14. Bookmarks
- 15. Search Results Screen
- 16. Column Headers
- 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 Document 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
- 19. Customizing Worldox - List View
- 20. Customizing Worldox - Tile View
- 21. Customizing Worldox - Button Ribbon
- 22. Favorites
- 23. Tags
- 24. Worldox Projects
- 25. Relationships
- 26. Archive Documents
- 27. Checking Files Out/In
- 28. Legal Hold
- 29. File Locking
- 30. Audit Trail
- 31. Email
- 32. Junxure Cloud Integration
- 33. Administration of Worldox
- 34. Advanced Integration
- 35. FAQs
- Worldox Autofiler
- Worldox Cloud User Portal
- Worldox GX4 Troubleshooting
- AuditSync
- Training Manuals- Symphony Suite (3)
- Training Manual Archives-Worldox GX4 (12)
- Guide Archives (5)
Home → Guides::Worldox GX4 Cloud → Manipulate Documents
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 Document 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