HomeTraining Manual Archives-Worldox GX4::Savvy SavingAbout this CourseInstructional Goals

1.1. Instructional Goals

Upon completion of this session you should be able to:

  • Define the purpose of Document Management
  • Define at least 3 Fundamental concepts of Worldox
  • Open Worldox
  • Close Worldox
  • Save documents to Worldox
  • Define Profile Card
  • Define Code Look Up Tables
  • List 3 ways to Navigate Code Look Up Tables
  • List 3 Shortcuts for populating the Profile Card
  • Set a Default Quick Profile Template
  • Save Documents using Workzone
  • Save Documents Outside Worldox
  • Conduct basic searches for Documents in Worldox
  • Edit the Profile Card of a Document
  • Use "Save as" to Save documents to save documents as a new version
  • Use "Save as" to Save documents as other documents
  • Use "Save as" to Edit the Profile Card of a document
  • Copy Files in Worldox
  • Delete Documents
  • Define Symphony Profiler
  • Use Symphony Profiler to Create Cover Sheets
  • Use Symphony Profiler to Create Reservations
  • Fulfill Symphony Profiler Reservations
  • Check your Reservations in Symphony Profiler
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