HomeTraining Manual Archives-Worldox GX4 :: Advanced TrainingFavoritesUsing Favorites

3.2. Using Favorites

Add Documents to your Favorites

If you are working with or referring to a particular file frequently, you may wish to add that document to your Favorites. 

  • To add a document to your favorites, select the heart icon next to the document:

    Note:  a dark red icon indicates that the file is a favorite.
  • If you do not have the Favorite column, you can either add it (see Column Headers) or you can right click on the document and choose "Favorite Files -> Add"

These documents will be assigned to the category "My Chosen Favorites". 


Adding a Document to a custom Group in Favorites:

If you've created Groups in your Favorites and you'd like to add a document to a Favorite Group then you'll need to access your Favorites through the left tab panel.

  • Pop out the left panel of tabs by clicking on the > arrow at the very top of the tabs.
  • Click on the Favorite Files tab.
  • In the top left corner of the Favorite Files panel, you'll see a View style option. You can swap from Flat View to Tree View. Switch to Tree View.
  • Now drag and drop your file into your desired group.
    • If you don't have a group yet then use the +Add button to create one!

If you have a problem dragging and dropping then make sure you a) have the left pane popped out, so that it doesn't minimize when you move your mouse away, and b) ensure you're in Tree View, drag and drop doesn't work in Flat View.

Search for your Favorites

If you want a quick way to find the documents you've recently accessed, you can utilize the Worldox Favorites Files list (also known as Worklist Files).

Using the Button

  • Select the Favorite Files button
  • The List -> Selected Favorites window will open
  • Make the appropriate choice:
    • Select the Show all Favorite Files button to get a new search results window with all of your favorite files listed
    • To select specific favorite files, you can select the category (or categories) of favorite files you'd like to view using the check boxes

      Note: The Favorite Files categories represent the method used to access the files using Worldox, not the type of file in the Worklist Files (e.g., .doc or .xls).  If you choose Word files from the list, Worldox displays a list of documents you recently saved from within Word. These are not necessarily all Word files you recently saved (because there are many different ways to save a Word document using Worldox).   If you saved a Word file by using WorkZone or by copying the file from a folder on your network, these Word documents would not appear in the Word list, because they were not saved by using Microsoft Word.  To locate a Word file saved using WorkZone, you would choose WorkZone from the list.

Using the Left Pane

  • Click the Favorite Files tab on the left pane.

  • Now double click on the category or Group of your choosing.
    • "Application" favorites are documents that you've recently saved or accessed and are sorted by file type.
      • Note: The categories you see under Application represent the method used to access the files using Worldox, not the type of file in the Worklist Files (e.g., .doc or .xls).  If you choose Word files from the list, Worldox displays a list of documents you recently saved from within Word. These are not necessarily all Word files you recently saved (because there are many different ways to save a Word document using Worldox).   If you saved a Word file by using WorkZone or by copying the file from a folder on your network, these Word documents would not appear in the Word list, because they were not saved by using Microsoft Word.  To locate a Word file saved using WorkZone, you would choose WorkZone from the list.
    • "Personal" favorites are documents that you chose to add, and that is where your custom groups will be located. Double click on a category to view the documents within.


Remove Documents from your Favorites

Some files that you have added to your favorites list may not be favorites forever.

To remove, simply select the red heart icon (which will change it to pink)

Note: For files that were added to the favorites list by the system automatically due to recent use, it is not necessary to remove them as they will "fall off" in time. However, if you would like to forcibly remove them, you can right click on the file and go to Favorites Files>Remove. (If you don't see an option for Favorite Files, then first go to More and continue searching).

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