HomeGuides::Worldox GX4 CloudQuick Profile TemplatesCreate Quick Profile Templates

9.3. Create Quick Profile Templates

Quick Profile templates are easy to create. Since these are templates, when creating a new template, only pre-populate the fields in which a static value will always apply (such as Status or Doc Type).  In other words, typically, you will not want to specify a client when creating a template, as that will hard code that same client's name every time that template is used.

Here's how to create a Quick Profile template:

Note:  To access the tool for creating Quick Profile templates, you must be in the process of saving a document. 

From the Profile card, select the "Quick Profiles" tab on the left hand side:

Select the "Add" button to add a new quick profile template

Select the cabinet that this Quick Profile should use

Use the field code lookup tables to populate the fields that should be used in this template

Tip: To automatically pre-populate the Filed By field with the name of the person that is using the Quick Profile, use the *WDUSER formula.

Add the Description you wish to use as a naming convention (use placeholders where applicable)

Select OK

Give the Quick Profile template a meaningful name

If you would like the Quick Profile template to only be visible for you, select "Only Me", if you would like everyone to be able to access it, choose "Everyone".

Select OK

 

You have now created a Quick Profile template!  This template will now appear in alphabetical order when selecting the Quick Profile Tab.


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