HomeTraining Manual Archives-Worldox GX4:: Savvy User TrainingSave DocumentsSaving Documents to Worldox

2.1. Saving Documents to Worldox

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.

 

If applicable, you can Add a Comment:

You may wish to add additional Comments regarding the document when completing the Profile Card.

This is an optional field that allows you to type in comments regarding the document of which you are saving or editing the profile.  This can include anything you'd like it to, and is a free-form typing field.

If you'd like to add an additional comment, simply type in the description, then select "enter" on your keyboard.  This will take you to a second line and allow you to add any comments regarding the file:

 

 

This page was: Helpful | Not Helpful

© 2022 Trumpet, Inc., All Rights Reserved