25.4. Add document(s) to a Project

You may wish to add newly created or received documents to a particular project.  For example, if you create a new Morningstar Report for the client's annual Investment Review, you may wish to add that to the project.

 

Perform a search for the Worldox project to which you would like to add a document and double click on the project to see the current list of files.

 

• Perform a search for the Worldox project to which you would like to add a document (note: you can double-click on the project to see the current list of files)
• Select the Project from the search results screen.  Open the "Project" tab at the bottom of the screen
• From the Project tab, click the "Edit" button

• Perform a Worldox search for the document(s) you wish to add to the project
• Drag the file(s) to the Projects tab or highlight the files you wish to add (or select the files and choose the "Add File" button)
• Select Close OR Save As
• You will be prompted to save your project changes:

• Select the appropriate radio button:

• • Replace Project - will add to the document to the current project
  • Save as New Project - will prompt you save this set of documents as a new project

• Select OK and then CLOSE