HomeGuides::Worldox GX4 CloudQuick Profile TemplatesDefault Values when Saving a Document

9.7. Default Values when Saving a Document

Worldox GX4 allows you to set default values when saving a document, however, you cannot set a "Favorite" Quick Profile Template.

Here is how to save default values:

Save a document (doesn't really matter what it is)
Fill in the values you would like to be your default
Select the "Save Defaults" button in the profile card:

In the Save Defaults window:

Choose which fields you want to set as your default values by checking the appropriate check boxes

If you have power user rights, choose "Only Me" or "Everyone" depending on whether you'd like these defaults for just yourself, or for your entire firm.

Then select OK.

The next time you save a document, those values should be your defaults.





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