HomeTraining Manual Archives-Worldox GX4::Rehearsal WorkshopFind TemplatesCreate Find Templates

8.2. Create Find Templates

To Create a Find Template in Worldox:

    • Open a Search Card

    • Fill in the criteria you wish to use in the template

    • Select Options -> Save Template
    • The "Save Find Template" Window will open
    • Name the Template

      • Select the appropriate "On Selection" radio button

      • Show Template - Selecting this option will open the search card with the criteria filled in so that you can refine your search further
      • Perform Search - Selecting this option will not open the search card but simply perform the search

Fill in the appropriate "Save Template for" radio button

  • Select "Save"

    • Only Me - the template will only be available for your use
    • Everyone - the template will be available for all users (this option is only available to users with Power User Rights)
    • Limited Groups / Users - the template will only be available to users you can define
  • IMPORTANT:  When Prompted to save the Find Template, ensure that you select the "Save as new public template" radio button.  This ensures that you save all your Find Templates for use for your entire firm.  If you do not have these permissions, Trumpet strongly recommends you ask someone who does to create these for you.

  • Select "OK"

You may need to create a Find Template that finds documents in multiple cabinets based on the Document Type.

For example, you might want to find all correspondence for a client in the Tax, Client and Insurance Cabinets.

  • Open a Search Card

  • Select the cabinets in which you wish to search

  • When you select the "Doc Type" button you will be presented with the list of cabinets.
  • Select one of the cabinets
  • The look up table will open for that cabinet.

  • Select the Document types

  • Select the next cabinet

  • Lather, rinse and repeat until all the doc types from the cabinets are selected.

  • Select Options -> Save Template

  • The Save Find Template will open

  • Type a name for the template

  • Make appropriate selections as follows:

    On Selection:

    • Show Template - brings up the Search Card with your template criteria filled-in (allowing you to review or modify the search)
    • Perform Search - bypasses the Search Card and provides the search results
  • Who Sees It - Your selection here will make your template available to others if you are a Worldox user that can make global changes,  for either:

    • Only Me - creates a private template
    • Everyone - creates a public template
    • Groups/Users - groups or specific users you have designated to be allowed or blocked from using this template (this is useful when requesting sensitive materials, e.g. personnel, financial statements, etc.)
  • Click "OK"

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