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11.6. Launcher Buttons

Introduction to Launcher Buttons

Launcher buttons are one button mouse clicks that reference Worldox Find Templates.  These buttons are placed on Palettes to allow your firm to organize these buttons.  Here is an example of a Launcher Button:

Video: Virtuoso Launcher Buttons

Create a Launcher Button

Virtuoso Launcher Buttons are organized on Virtuoso Palettes.  Therefore, in order to create a Virtuoso Launcher Button, you must have created a Virtuoso Palette.  Virtuoso Launcher Buttons can reference either Worldox Find Templates or Web URLs. 

Create a Launcher Button using a Worldox Find Template

These instructions reference a Worldox Find Template.  In order to create launcher buttons using these instructions you must first have created a Worldox Find Template.  For more information on creating a Worldox Find Template visit:  Create a Find Templates

Note:  Worldox Find Templates should be created globally (for everyone) for use particularly with Worldox Enterprise.

Navigate to the palette in which you want to add a Launcher Button

Right click in the grey area and select "Add Launcher Button"

The "Add New Launcher" window will open

Begin at the top of the window:

Palette - This will default to the palette in which you are selected on when you right click and choose "Add Launcher Button"

Caption - This caption will appear under the launcher button, and will help to identify the button

Tool Tip Template - The tool tip template will appear when you hover over a Launcher button.  Most users will simply want to replace the "Documents" with the specific set of documents that you are creating the Launcher Button to find.  If you want to have the tool tip to reference the contact you are on in your CRM, leave the {!CONTACTDESCRIPTION!} in place.

Find Template Name - This field is used to reference a Worldox Find Template you will be using when the button is selected.  To navigate to a list of Find Templates, select the ellipses button next to the field. 

This will open the Choose WD Template window

You will navigate to the Find Template you wish to associate with that button, highlight it, and click "OK"

Search URL - This field is used to reference a web url.  If you are utilizing a Worldox Find Template, the Web URL for the associated Find template will automatically be populated to include the corresponding web url for your search.  You need not change this URL.

Note:  Worldox supports initiating searches using specially formatted hyperlink URLs.  Therefore, if you prefer creating the Web URL rather than relying on a Worldox Find Template, you can do so.  Further instructions for creating these Web URLs can be found here:  Launching searches using Worldox hyperlinks

Icon - Here you can select a meaningful icon for your Launcher Button by clicking on the appropriate icon.

Once you have completed these items, Select "OK".

Your Launcher Button will now appear on the Virtuoso Palette.

Note:  You can associate a particular Column Header with a Worldox Find Template to ensure that your columns align appropriately.  For instructions on saving a column header with a Find Template see the chapter on Column Headers

Create a Launcher Button using a Web URL

These instructions reference creating searches based on utilizing a Website address. 

Navigate to the palette in which you want to add a Launcher Button

Right click in the grey area and select "Add Launcher Button"

The "Add New Launcher" window will open

Begin at the top of the window:

Palette - This will default to the palette in which you are selected on when you right click and choose "Add Launcher Button"

Caption - This caption will appear under the launcher button, and will help to identify the button

Tool Tip Template - The tool tip template will appear when you hover over a Launcher button.  Most users will simply want to replace the "Documents" with the specific set of documents that you are creating the Launcher Button to find.  If you want to have the tool tip to reference the contact you are on in your CRM, leave the {!CONTACTDESCRIPTION!} in place.

Find Template Name - This field is used to reference a Worldox Find Template you will be using when the button is selected.  If you do not wish to utilize a Worldox Find Template, simply leave this field blank.

Search URL - This field is used to reference the particular website you designate.  Simply copy and paste the Website address into the field:

Icon - Here you can select a meaningful icon for your Launcher Button by clicking on the appropriate icon.

Once you have completed these items, Select "OK".

Your Launcher Button will now appear on the Virtuoso Palette.

Note:  You can include the special code designation {!CONTACTCODE!} if your web url needs to reference the contact record from your CRM.

Use a Launcher Button

To use a launcher button, you must have Worldox open.

Once Worldox is open, simply click on the button with your mouse one time (no need to even double click - Virtuoso saves you mouse clicks!)

Worldox will perform a search based on the Worldox Find Template associated with the button.

The first time (and only the first time) you select a Launcher Button for a given client in your Contact Management software, Virtuoso will give you a list of client names in Worldox.

This enables you to associate the Worldox Client Code with the Client's Contact record in the Contact Management Software.

Select the client

Verify that you have selected the appropriate client and click

"OK" to permanently associate the client with the contact record

Subsequent times you select a Virtuoso Launcher Button for the same client, you will *not* be prompted to select the client as it has already been associated with the contact record.

Copy a Launcher Button

You may want to have a User-Based palette that has buttons from various other palettes included on it.   This is a great example of wanting to "Copy" launcher buttons to another palette.  For example, if you wear many different hats in the firm, but do not want to subscribe to the palettes for all your various roles you can create your own palette and copy launcher buttons from other palettes.

To do this:

Right click on the Launcher Button you want to copy

Select "Copy Launcher Button"

Select the Palette you want the launcher button to be copied "to" in the"Choose Palette to Receive Copy" window

Select "OK"

A copy of the Launcher Button will appear on the Palette you selected.

Note:  Any changes made to the Launcher Button will only affect the button for the given Palette.

Move a Launcher Button within the Palette

You may wish to order the Launcher Buttons a certain way.  For example, you may want to have them in the order you need to access them in a certain workflow at your firm.  Alternatively, you might want the buttons you use most frequently to appear at the top of the Palette, or you may want them to be in alphabetical order.

To change the location of a Launcher Button within a Virtuoso Palette:

Right click on the Launcher Button you want to move, and select "Move Up", or "Move Down"

Alternatively, you can drag the button up or down within the Palette

Note:  Changing the order of the Launcher Buttons will only change the order of the buttons within the current Palette.  If you have Cloned this Palette, for example, the Cloned Palette will stay in its current order until you change it.

Move a Launcher Button to another Palette

You may inadvertently place a Launcher Button on the wrong Palette and need to move it to another one, or perhaps you want to take several buttons on one Palette, create another one, and move those to another Palette.

To move a Launcher Button to another palette:

Right click on the document launcher button and select "Move to Palette"

Select the Palette you want the Launcher Button to be moved "to" in the "Choose Target Palette" window

Select OK

The Launcher Button will no longer appear on the Palette you moved the button from, and the Launcher Button will now appear only on the Palette you moved the Launcher Button to

Delete a Launcher Button

You may no longer need a Launcher Button on a Virtuoso Palette. 

To delete a Launcher Button:

Right click on the Launcher Button you wish to delete and choose "Delete Launcher Button"

Confirm this button is the one you wish to delete in the Delete Confirmation window:

Select Yes

Note:  This will delete the button from this Palette only.  If you have copied this button to other Palettes, it will remain on those Palettes.

 

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