HomeGuide Archives :: Worldox GX3Save DocumentsSave a Document to the Worldox Document Repository

3.1. Save a Document to the Worldox Document Repository

To save a document into Worldox, you must fill out a profile card.  From the document you wish to save:

  • Select the "Save" button (or "Save As" if the document has already been filed elsewhere)
  • Select the appropriate cabinet in which to save the document
  • Select the first field button (e.g., "Client") to access the code lookup table
  • Double-click on the value in the code lookup table you would like to use
  • Repeat this for all the required fields as indicated by the red text
  • Type in a description of the document that is brief yet informative
  • Select "OK" to complete the save process

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