1.1. Instructional Goals

Upon completion of this course you should be able to:

• Define the purpose of Document Management
• List at least 3 Fundamentals of Worldox
• Define the Search Card
• Define Code Look Up Tables
• Search for all documents in a cabinet
• Search for all documents in multiple cabinets
• Search using Code Look Up Tables
• Use Multiple Values in Code Look Up Tables
• Search the Description / Comments field
• Search for documents based on the text within the document
• Use Predictive Searching
• Use Wildcards to Search
• Search for documents based on the Document Identifier
• Explain the difference between the date a document was modified and date a document was created
• Search for documents based on the Dates and Date Ranges that the documents were created
• Search for documents based on the Dates and Date Ranges that the documents were modified
• Search for documents using Boolean searching
• Search for documents using the Worldox location bar
• Describe what happens when you select the Previous Search Button
• Explain the use of the Back and Forward buttons in the Worldox Search Results Screen
• Filter Search Results using the Filter Bar
• Filter Search Results using the Tags tab
• Display multiple search results lists at once
• Preview Documents
• View Document Comments in the Search Results list
• Adjust Column Headers
• Save Column Header Templates
• Use Style Sheets
• Attach Documents to Outlook Emails
• Explain the concept of Indexing
• Describe what the Indexer does
• Perform a Search without using the Indexes