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Add Document(s) to a Project
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