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