HomeTraining Manual Archives-Worldox GX4:: Professional - ComplianceNon Rewritable Media - Preparation StepsCreate a Compliance Header Template

2.3. Create a Compliance Header Template

Next, we will create a column header template including all the pertinent information about the documents and associate this bookmark with the Compliance Search Button.

Adjust the columns so that the following are showing:

  • Description
  • Doc ID  (very important)
  • Cabinet name
  • Field 1 description
  • Field 2 description
  • Field 3 description
  • Field 4 description
  • Field 5 description
  • Field 6 description
  • Field 7 description
  • Date created
  • Date modified
 
Right click in the column header area and choose "Save Column Template"
In the Save Column Template window select the "Associate with this type of list:  Find Template:  Compliance Search Radio button
Select "Everyone"
Select "OK"
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