HomeGuides :: Worldox GX4 TroubleshootingSaving Documents with WorkzoneWorldox Prompts to Save as new version for different file type

13.1. Worldox Prompts to Save as new version for different file type

Background

When you drag and drop a document that contains an 8 digit number to the Workzone, Worldox will read that number as a Document ID number (assuming that the number appears as a doc id in Worldox) and provide you with the following prompt:

For the most part, this is a desirable feature.  For example, if you copy a document from Worldox to your desktop, make some changes and want to refile, this behavior is wanted.  However, there are some instances in which you may not want this to happen.  For example, if you print that file to PDF, save to your desktop with the same file name and then drag to the Workzone, Worldox will try to save the file with the same profile information (including the document extension as the file stored in Worldox).  In the example below, the file was converted to a PDF with the same file name, and then the user did a drag and drop to the Workzone:

Resolution:

Rename the document on the desktop to be unique (not contain a number that represents a document id) then drag and drop to Workzone.

Note:  There is a possibility that a document can be saved in a Legacy cabinet with the same name as the document that you're attempting to file.  You can still use the process of naming the file as something unique and then dragging and dropping to Workzone.

 

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