Home → Training Manual Archives-Worldox GX4 :: Cloud - Compliance → File Locking → Create a Compliance Search Template
Our first step is to create search templates so that you are able to quickly and easily find the documents. To do this, we will create a Find Template.
Open a search card
Fill in the criteria you wish to use in the template
Select Options -> Save Template
The "Save Find Template" window will open
Complete this information as follows:
Select "Save"
IMPORTANT:Â When prompted to "Save Find Template" ensure that you select the "Save as new public template" radio button.
Select "OK"