HomeGuides::Worldox GX4 CloudFavoritesSearch for Documents Using Favorites

22.2. Search for Documents Using 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.



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