Home → Guide Archives :: Worldox GX3 → Quick Profile Templates → Create Quick Profile Templates
Quick Profile templates are easy to create. Since these are templates, when creating a new template, only pre-populate the fields in which a static value will always apply (such as Status or Doc Type). In other words, typically, you will not want to specify a client when creating a template, as that will hard code that same client's name every time that template is used.
Here's how to create a Quick Profile template:
Note:Â To access the tool for creating Quick Profile templates, you must be in the process of saving a document.
You have now created a Quick Profile template! This template will now appear in alphabetical order in either your My Profiles or Public Profiles tab (depending on what you selected in step 3).