- General Information (1)
- Guides (15)
- Training Manuals- Symphony Suite (3)
- Training Manual Archives-Worldox GX4 (12)
- Guide Archives (5)
- iFrame - Salesforce/Worldox Integration
- 8.3 Filename Tool
- Code Sync
- Worldox GX4
- Worldox GX3
- 1. Background Information
- 2. Concept Introductions
- 3. Save Documents
- 4. Save Documents - Shortcuts
- 5. Code Lookup Tables
- 6. Code Lookup Tables - Add Values
- 7. Code Lookup Tables - Edit Values
- 8. Code Look Up Tables - Delete Values
- 9. Quick Profile Templates
- 10. File Comments
- 11. Indexer & Indexing
- 12. Search for Documents
- 13. Find Templates
- 14. Bookmarks
- 15. Search Results Screen
- 16. Column Headers
- 17. Manipulate Documents
- 18. Deleted Files
- 19. Style Sheets
- 20. Favorites & Worklist Files
- 21. Worldox Projects
- 22. Relationships
- 23. Archive Documents
- 24. Checking Files In / Out
- 25. Navigation Panel
- 26. Legal Hold
- 27. File Locking
- 28. Audit Trail
- 29. Email
- 30. Junxure Integration
- 31. Administration of Worldox
- 32. WDInfo - Worldox Health and Monitoring System
- 33. Scanner Integration Configuration
- 34. Advanced Integration
- System Administrator Resources
Home → Guide Archives :: Worldox GX3 → Concept Introductions → Introduction to the Profile Card
2.2. Introduction to the Profile Card
When you save a document to Worldox, you complete a Worldox profile for the document (aka, "profiling")
Here is an example of a Worldox profile card:
Click on the "Cabinet" button. This will display a list of your cabinets.
The profile fields that appear are dependent on which cabinet you have selected. Therefore, if you change the cabinet, the fields and their associated lookup tables will change as well.
This page was: Helpful |
Not Helpful