- 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
- 17.1. Open a Document
- 17.2. Open a Read-Only Instance of a Document
- 17.3. Delete a Document
- 17.4. Edit the Profile of a Document - Profile Button
- 17.5. Edit the Profile of a Document - Search Results Screen
- 17.6. Edit the Profile of Multiple Documents
- 17.7. Save As - Overwrite an Existing File
- 17.8. Save As - Saving Versions of Documents
- 17.9. Save As - New File
- 17.10. Make a Copy of a Document
- 17.11. Attach Documents in Worldox to Outlook Emails
- 17.12. Attach a Documents outside of Worldox to Outlook Emails
- 17.13. Print multiple documents at once
- 17.14. Copy Files from Worldox to a Local Drive
- 17.15. File Level Security - Secure a File
- 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 → Manipulate Documents → Edit the Profile of a Document - Profile Button
17.4. Edit the Profile of a Document - Profile Button
Each document in a Worldox cabinet has a profile card associated with it. If you need to change the profile card associated with that document, you can edit it.
Here's how:
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Perform a Worldox search for the document whose profile you wish to edit.
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Highlight the file whose profile you wish to edit and click the Edit Metadata button at the top of the screen.
The Worldox - Edit Profile screen will appear.
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Make any applicable changes and select "OK"
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