HomeGuides::Worldox GX4 CloudJunxure Cloud IntegrationHow to Attach a Worldox Doc to a Junxure Cloud Action

32.4. How to Attach a Worldox Doc to a Junxure Cloud Action

The most common place to need Worldox documents is in your actions. The steps below cover how to attach a Worldox document using Browser Hooks, or Junxure's built in WebMobile integration.

  • If you're not already editing your action, then open the action and click on "Edit" in the top right hand corner.
  • In the section that says "Link To" click on "Documents"
  • Now select "Upload Document"
  • Click the "Select File" button to select a document from your PC, or if your Worldox browser hook is enabled, then you can select from Worldox.
  • Alternatively, if you use the built in WebMobile integration, you can click "Link From DM" to invoke the WebMobile integration.
  • Follow the steps to select your document and upload it to the action.

For info on Hook and WebMobile integration see here.



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