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4.2. Using Projects

Create a Project

To create a project:

From the Worldox search results screen, select the document(s) you'd like to add to a project, and select the Project tab at the bottom of your search results screen

Drag and drop the documents you wish to add to the project to the Projects Tab at the bottom of the screen.

Select "Save As"

Complete the profile card for the project

Select "OK"

Find a Project

Projects in Worldox are saved to the Worldox Document Repository as files with a .wdl file extension. You can use any of Worldox's search techniques for finding these files.

Add Document(s) to a Project

You may wish to add newly created or received documents to a particular project. For example, if you create a new Morningstar Report for the client's annual Investment Review, you may wish to add that to the project.

Perform a search for the Worldox project to which you would like to add a document and double click on the project to see the current list of files.

Perform a search for the Worldox project to which you would like to add a document (note: you can double-click on the project to see the current list of files)
Select the Project from the search results screen. Open the "Project" tab at the bottom of the screen
From the Project tab, click the "Edit" button

Perform a Worldox search for the document(s) you wish to add to the project
Drag the file(s) to the Projects tab or highlight the files you wish to add (or select the files and choose the "Add File" button)
Select Close OR Save As
You will be prompted to save your project changes:

Select the appropriate radio button:

- Replace Project - will add to the document to the current project
- Save as New Project - will prompt you save this set of documents as a new project

Select OK and then CLOSE

Remove Document(s) from a Project

You may need to remove a document from a project. Perhaps you've selected the wrong one, or the document is no longer needed for the project.

Perform a search for the Project from which you would like to remove a document.

Select the Project Tab and choose the "Edit" button to edit the project.

For the project you're showing, select the file(s) you wish to remove, and select "Remove File"

Select Close and answer the question to save your changes.

OR Select "Save As"

Select the appropriate radio button:

- Replace Project - will add to the document to the current project

- Save as New Project - will prompt you save this set of documents as a new project

Select OK, then CLOSE the project.

Delete a Project

A Worldox Project, is a file saved to the Worldox Document Repository. To delete the project, simply locate the project you wish to delete and delete it as you would any other file.

Note: Deleting a project does not delete the files that are "in" the project.

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← Introduction to Worldox Projects