HomeTraining Manual Archives-Worldox GX4 :: Cloud - ComplianceFile LockingCreate a Compliance Search Template

2.2. 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:

  • Name of Find Template = Compliance Search
  • On Selection = Show Template
  • Save Template for = Everyone

Select "Save"

IMPORTANT:  When prompted to "Save Find Template" ensure that you select the "Save as new public template" radio button.

Select "OK"

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