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13.3. Create Find Templates Looking Across Cabinets
You may need to create a Find Template that finds documents in multiple cabinets based on the Document Type.
For example, you might want to find all correspondence for a client in the Tax, Client and Insurance Cabinets.
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Open a Search Card
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Select the cabinets in which you wish to search
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When you select the "Doc Type" button you will be presented with the list of cabinets.
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Select one of the cabinets
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The look up table will open for that cabinet.
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Select the Document types
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Select the next cabinet
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Lather, rinse and repeat until all the doc types from the cabinets are selected.
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Select Options -> Save Template
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The Save Find Template will open
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Type a name for the template
- Make appropriate selections as follows:
On Selection:
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- Show Template – brings up the Search Card with your template criteria filled-in (allowing you to review or modify the search)
- Perform Search – bypasses the Search Card and provides the search results
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Who Sees It – Your selection here will make your template available to others if you are a Worldox user that can make global changes, for either:
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- Only Me – creates a private template
- Everyone – creates a public template
- Groups/Users – groups or specific users you have designated to be allowed or blocked from using this template (this is useful when requesting sensitive materials, e.g. personnel, financial statements, etc.)
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Click "OK"