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13.6. Updating Find Templates to Include Additional Repositories

By default your Worldox Find Templates search the Active Document Repository.  If your firm uses the Legal Hold or Archive features of Worldox you may wish to have your Search Templates reference these and an the Active Document Repository at the same time.

To do so:

  • Open the Search Card
  • Select Options -> Edit Templates
  • Select the appropriate template from the list
  • Select "Search What"
  • In the By cabinet area, select the appropriate repositories for your template
  • Select OK
  • Select "Options -> Save Template"
  • Select Save
  • Select OK
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