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Save a Document to the Worldox Document Repository
3.1. Save a Document to the Worldox Document Repository
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.