List menu

Use the List menu to work with Favorite files, Direct Access, relations and versions.

Menu choice

Description

Sort

Opens the Sort dialog, where you can customize sorts (primary and secondary if needed) for the currently-visible worklist.

Home

Opens the Home list.

New

Opens the New List worklist tab.

Direct Access

Opens the List > Direct Access dialog, used to navigate directly to Worldox folders based on profile field values.

Open File Location

With a file selected on the worklist, this choice opens the source folder in which that file is located. It's a shortcut for quickly accessing source folders from dynamic lists (search results and project file lists, for example.)

All Favorites

Opens a new worklist displaying all Favorite files, in all Favorite file categories.

Note: This has the same effect as selecting all in the List > Selected Favorite Files dialog.

Filter by Categories

Opens the List > Filter by Categories dialog, where you can select one or more categories by which to filter the visible worklist.

Selected Favorites

Opens the List > Selected Favorite Files dialog, where you can choose to display Favorite files from one or more tracked categories.

Relations

Opens the List > Relations dialog, which asks if you want to see all files related to the selected file(s). If yes, related files then display in a new worklist.

Versions

Opens a new worklist, showing all versions of the highlighted file. (If the highlighted file has no other versions, you see a message to that effect.)

Export

Opens the Print to File dialog, where you can name an export output file and select output format.

Print

Prints the currently visible worklist.

Refresh

Reloads the Worldox screen, refreshing the active worklist (just as Refresh works in web browsers).

Previous File

Moves the highlight to the previous file up the list, above the currently highlighted listing.

Next File

Moves the highlight to the next file down the list, below the currently highlighted listing.

Undo Header

Undoes the most recent change (if any) made to column header layout on the currently-visible worklist. Select this repeatedly to undo a series of column header changes.