HomeTraining Manual Archives-Worldox GX4 :: Advanced TrainingWorldox ProjectsUsing Projects

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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