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Customizing the New Search Button
14.6. Customizing the New Search Button
Older installations of Worldox have a "New Search" button or bookmark.Â
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When selecting this button, the search card will open with a cabinet pre-selected for you:
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If you want to have the New Search Bookmark reference a different cabinet, there are a few steps you'll want to follow to ensure that you don't change it for all users.
- Select the "New Search" button
- Select the "Cabinet" button
- Select the appropriate cabinet
- In the Search card, select the "Options" button and choose "Save Template"
- The "Save Find Template" window will open
- Here are some directions for filling in these fields:
- Name of Template: This should remain "New Search", you do not need to edit this field
- On Selection: This should remain "Show Template"
- Note:Â If you change the radio button to "Perform Search" you will not be prompted to fill in the client, or other information and Worldox will automatically perform a search for all documents in the cabinet you have selected.
- Save Template for:
- Only Me - Select this radio button when you do not want to change the template for *all* users, but just for yourself. If you do not have power user rights, this will be your only option.
- Important:Â This is the best option for you to select to ensure that the other users in your firm do not have their new search button changed!!!
- -Everyone - Select this radio button when you want to make the change for *all* users. You will only have this option if you have power user rights.
- Limited Groups/Users - Select this radio button when you want to make the change for some users but not all users.
- Select "Save"
- Select the "Save as new personal template" radio button:
- Select "OK"
- When selecting the New Search button, the search card should default to have the appropriate cabinet selected: