Home →
Guide Archives :: Worldox GX3 →
Quick Profile Templates →
Organize Quick Profile Templates
9.6. Organize Quick Profile Templates
Organizing Quick Profile templates allow you to group like templates together. For example, you may want a folder for Agreements and within that folder, you might have a "Financial Planning Agreement" and an "Investment Advisory Agreement" Quick Profile template.
Example:
Here's how to create the folder structure:
- Select "Quick Profile Menu" from the Profile Card
- Choose "Add/Edit Quick Profiles"
- Select the "Public Profiles" or "My Profiles" tab accordingly
- Click "New" at the bottom of the window
- Select the cabinet
- Populate the static fields as appropriate by selecting from the code lookup tables
- Select "Save"
- When naming the Quick Profile template, title it first with the name of the folder (e.g., Agreement), followed by a backslash (\) then the name of the template (e.g., Investment Advisory Agreement)
- Select "OK"
The value before the backslash will create a folder with that name.