Worldox Tip: Customize Searches

by | Apr 22, 2015 | Uncategorized | 0 comments

In Worldox, recent searches appear on a separate tabbed search bar labeled “Location.” You have the ability to select from your most recent searches by clicking the down arrow on the right side of this screen. Your most recent search should appear by default.

It may benefit you to permanently save and name a search. For example, a search that finds all your forms, or all files associated with a specific client.

To do this, first perform the search. Then, right-click the Saved Search Bar (above the Email button), and click Add. Give your search a good name that you’ll remember. It will now appear on the second row of Worldox buttons.

Saved searches are dynamic as well. If you add new files or documents that satisfy the search criteria, these documents will appear the next time you perform your search making it easy to pull up frequently used documents.


Submit a Comment

Your email address will not be published.

%d bloggers like this: