9.1. Introduction to Quick Profile Templates

Quick Profile templates are another method for populating the Worldox profile card. The purpose of using Quick Profile templates is two-fold:

1. Ensure documents are being saved consistently
2. Increase efficiency by populating multiple field values at once

Quick Profile templates are located on the right side of the Worldox profile card.

By default, you will have a Quick Profile template for each of your cabinets.

Double-clicking on a Quick Profile template will pre-fill the profile card with the information included in that template.

You may create personal Quick Profile templates, which will be listed in the "My Profiles" tab and visible only to you.  Or, if you have Power User rights, you may create public Quick Profile templates.  These will be listed under the "Public Profiles" tab for all users to see.