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Add document(s) to a Project
21.4. Add document(s) to a Project
You may wish to add newly created or received documents to a particular project. For example, if you create a new Morningstar Report for the client's annual Investment Review, you may wish to add that to the project.
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Perform a search for the Worldox project to which you would like to add a document and double click on the project to see the current list of files.
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- Select the Project tab the "Edit" button
- Perform a Worldox search for the document(s) you wish to add to the project
- Drag the file(s) to the Projects tab or highlight the files you wish to add. (or select the files and choose the "Add File" button)
- Select Close and answer the question to save your project changes
- Select the appropriate radio button:
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- Replace Project - will add to the document to the current project
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- Save as New Project - will prompt you save this set of documents as a new project