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- ElectroNeek
- Assemblage
- Trumpet Publisher for Sharefile
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- Symphony OCR
- Symphony Analyzer Tool
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- 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
- 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
- 11. Indexing
- 12. Search for Documents
- 13. Find Templates
- 14. Bookmarks
- 15. Search Results Screen
- 16. Column Headers
- 17. Manipulate Documents
- 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 → Quick Profile Templates
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