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24.4. Add Document(s) to a Project

You may wish to add newly created or received documents to a particular project.  For example, if you create a new Morningstar Report for the client's annual Investment Review, you may wish to add that to the project.

 
Perform a search for the Worldox project to which you would like to add a document and double click on the project to see the current list of files.
 
  • Perform a search for the Worldox project to which you would like to add a document (note: you can double-click on the project to see the current list of files)
  • Select the Project from the search results screen.  Open the "Project" tab at the bottom of the screen
  • From the Project tab, click the "Edit" button
  • Perform a Worldox search for the document(s) you wish to add to the project
  • Drag the file(s) to the Projects tab or highlight the files you wish to add (or select the files and choose the "Add File" button)
  • Select Close OR Save As
  • You will be prompted to save your project changes:

  • Select the appropriate radio button:
    • Replace Project - will add to the document to the current project
    • Save as New Project - will prompt you save this set of documents as a new project
  • Select OK and then CLOSE

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