HomeTraining Manual Archives-Worldox GX4::Savvy SavingSaving WorldoxSaving Documents to Worldox

4.2. Saving Documents to Worldox

Save Documents

To save a document into Worldox, you must fill out a profile card.  From the document you wish to save:

  • Select the "Save" button (or "Save As" if the document has already been filed elsewhere)
  • Select the appropriate cabinet in which to save the document from the drop down list
  • In the first field, start typing the value from the code look up table, and select the appropriate value from the drop down list that appears

    Note:  Selecting F2 in the field will show you the code look up table, or you can select the 1. to open the code look up table as well.
  • Repeat this for all the required fields as indicated by the red text
  • Type in a description of the document that is brief yet informative
  • Select "OK" to complete the save process


    Note:  You can also use the keyboard shortcut of Alt + O to select the "OK" button, if you're a keyboard person.

 

The method for saving a PDF file from Adobe Reader is slightly different.

Worldox Professional & Cloud

Adobe Reader will not open a Worldox profile card when you select the "Save" button.  Instead, you should select the File->Worldox Save button.

Then, fill out the profile card accordingly.

Note: This is strictly for Adobe Reader.  Adobe Acrobat makes use of the File > Save option

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