- General Information (1)
- Guides (15)
- Training Manuals- Symphony Suite (3)
- Training Manual Archives-Worldox GX4 (12)
- Guide Archives (5)
- iFrame - Salesforce/Worldox Integration
- 8.3 Filename Tool
- Code Sync
- Worldox GX4
- 1. Background Information
- 2. Concept Introductions
- 3. Save Documents
- 4. Save Documents - Shortcuts
- 5. Code Lookup Tables
- 6. Code Lookup Tables - Add Values
- 7. Code Lookup Tables - Edit Values
- 8. Code Look Up Tables - Delete Values
- 9. Quick Profile Templates
- 10. File Comments
- 11. Indexer & 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 - Adding Branding
- 22. Customizing Worldox - Button Ribbon
- 23. Favorites
- 24. Tags
- 25. Worldox Projects
- 26. Relationships
- 27. Archive Documents
- 28. Checking Files In / Out
- 29. Navigation Panel
- 30. Legal Hold
- 31. File Locking
- 32. Audit Trail
- 33. Email
- 34. Junxure (Pro) Integration
- 35. Junxure Cloud Integration
- 36. Administration of Worldox
- 37. WDInfo - Worldox Health and Monitoring System
- 38. Scanner Integration Configuration
- 39. Advanced Integration
- 40. FAQS
- 41. System Administrator Resources
- Worldox GX3
Home → Guide Archives:: Worldox GX4 → Find Templates → Edit Find Templates
13.4. Edit Find Templates
These instructions will assist you in making any edits to your Find Templates.
- Open a Search Card
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Select Options > Edit Templates
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Worldox will provide you with a list of your templates.
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Right-click on the template you wish to edit and select Edit
- Make applicable changes to the find template. When finished, select Options > Save Template and select "Save" to save the changes.
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When prompted to Update the existing template, select OK.
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