Here are visual keys to the toolbars used in Worldox. Click topics below for brief descriptions.
Tip: You may be seeing different toolbars than are shown here. Here's why. If you have questions, please speak with your Worldox Administrator or Manager. |
You may not see all buttons, depending on the action at hand. The bar shortens as you view a list of file versions, for example, as some of the choices seen here do not apply in that context.
Toolbars on Legal Hold, Archive and Salvage Bin lists have some, but not all, of the buttons shown above.
Toolbar button |
Action |
On Menus |
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Opens the selected file in its native application (the program used to create it or the default choice for viewing that document type.) |
File > Open |
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Opens the highlighted file in the Worldox Viewer window for previewing. |
File > View
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Opens whatever worklist has been designated as the Home list. |
List > Home |
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Reloads the Worldox screen, refreshing the active worklist (just as Refresh works in web browsers). |
List > Refresh |
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Opens the Search Templates dialog, where you can choose a predefined Find Files form, select from recently-completed searches or begin a new search from scratch. |
Search > Find |
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Opens the List > Direct Access dialog, which you can use to navigate directly to Worldox folders based on profile codes or definitions. |
List > Direct Access |
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Opens the List > Selected Favorite Files dialog, from which you can choose to display favorite files from one or more tracked categories. |
List > Selected Favorites |
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Opens the File > Check-Out dialog, where you can check out highlighted files from the network to local mirror folders. You can then edit checked-out files locally and then check them in as appropriate. While files are checked out, other users cannot edit them. |
File > Check- Out |
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Opens the File > Check-In dialog,where you can check in files that have been checked out, returning checked-out files as replacements of the originals or as new versions. You can also simply cancel their checked-out status. |
File > Check- In |
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Opens the File > Copy dialog, where you can copy and classify (profile) selected file(s) by filling in profile fields. If file(s) are as yet unprofiled, you may see the Select Profile Group dialog first. |
File > Copy |
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Opens the File > Move dialog, where you can copy and classify (profile) selected file(s) by filling in profile fields. If file(s) are as yet unprofiled, you may see the Select Profile Group dialog first. |
File > Move |
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Opens the File > Delete dialog, where you can delete selected file(s) and specify whether to make them recoverable by sending them to the Salvage bin; you also have the option here to render them unrecoverable via shredding. |
File > Delete |
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Opens the Edit > Profile dialog, where you can edit profile information for the selected file. (If more than one file was selected before clicking this button, you see a different Edit > Profile dialog.) |
Edit > Profile |
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Opens the Security Classifications dialog, where you can set or change security for selected file(s). |
File > Security |
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Opens the File > Email dialog (provided you are using a supported email program), where you can add selected file(s) as attachments to a new email message. |
File > Email |
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If there are multiple versions of the selected file, clicking this button opens a new worklist showing all versions. If not you see the File > List > Versions message. |
List > Versions, Or File > List > Versions |
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Opens the File > Version > Compare dialog, used to select and compare different file versions with supported comparison programs. |
File > List > Compare |
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Hides the left-side navigation panel if it is visible. Shows the navigation pane if it is hidden. |
Display > Show/Hide > Navigation Panel |
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Hides worklist comments if they are visible. Shows those comments if they are hidden. |
Display > Show/Hide > Comments in List |
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Opens the Help > Did You Know? dialog, where you find one or more helpful tips on features and tools in this Worldox location (here, the main application screen). |
Help > Did You Know? |
Toolbar button |
Action |
On Menus |
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Creates and opens a new email message in your supported email application. |
Email > New > New Message |
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Opens the highlighted message in your supported email application. |
Email > View |
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Reloads the Worldox screen, refreshing the active email worklist (just as Refresh works in web browsers). |
List > Refresh |
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Opens the Search > Find Message dialog, which is a specialized search form used to search for email messages. |
Search > Find Message |
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Opens the Email > Copy to Worldox dialog, where you can copy and classify (profile) the messages(s) selected by filling in profile fields. |
Email > Copy to Worldox |
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Opens the Email > Move to Worldox dialog, where you can move and classify (profile) the message(s) selected by filling in profile fields. |
Email > Move to Worldox |
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Deletes the selected email message(s). |
Email > Delete |
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Hides the left-side navigation panel if it is visible. Shows the navigation panel if it is hidden. |
Display > Folder Tree |
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Opens the Help > Did You Know? dialog, where you find one or more helpful tips on features and tools in this Worldox location (here, the main application screen). |
Help > Did You Know? |
My Workflows dialog (Inbox tabs)
Here is the toolbar seen with the Inbox Active tab open on the My Workflows dialog:
Toolbar button |
Action |
On Menus |
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Opens a worklist with all files in the selected workflow route. |
Workflow > Open Set |
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Opens the Workflow > Reply dialog, where you can supply the requested workflow response. Note: If you have not yet viewed the workflow request, Worldox instead asks the Workflow > Reply question. |
Workflow > Open Set |
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Reloads the dialog, refreshing lists of workflow items. |
List > Refresh |
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Hides list comments if they are visible. Shows those comments if they are hidden. Note: These comments are the messages entered when routes were created. Even when hidden, they can be seen by selecting a workflow or route in the top-most field on this dialog. The comment for a selection displays underneath the list. |
Display > Comments in List |
My Workflows dialog (Sent tabs)
Here is the toolbar seen with the Active Sent tab open on the My Workflows dialog:
Toolbar button |
Action |
On Menus |
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Opens a worklist with all files in the selected workflow route. |
Workflow > Open Set |
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Opens the Workflow > View dialog, where you can review the sent workflow. |
Workflow > View |
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Reloads the dialog, refreshing lists of workflow items. |
List > Refresh |
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Opens the Workflow > Edit dialog, where you can make any changes needed. |
Workflow > Edit |
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Opens the Workflow > Delete dialog, where you can delete the selected workflow. |
Workflow > Delete |
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Hides list comments if they are visible. Shows those comments if they are hidden. Note: These comments are the messages entered when routes were created. Even when hidden, they can be seen by selecting a workflow or route in the top-most field on this dialog. The comment for a selection displays underneath the list. |
Display > Comments in List |
Toolbar button |
Action |
On Menus |
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Scrolls down to the next event listed, if there are multiple event records in the dialog. (If not, clicking this button has no effect.) |
List > Next File
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Scrolls up to the previous event listed, if there are multiple event records in the dialog. (If not, clicking this button has no effect.) |
List > Previous File |
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Fits the record at full-page width within the dialog. |
Display > Fit to Width |
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Displays the entire record at the largest percent view setting possible. |
Display > Fit to Window |
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Opens the Search > Text dialog, which is a specialized search form used to search for text in the dialog. |
Search > Text |
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Moves the highlight to the next found text search item in the dialog. |
Search > Next Occurrence
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Moves the highlight to the previous found text search item in the dialog. |
Search > Previous Occurrence |
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Opens the Print dialog, so you can print file contents directly from the dialog. |
File > Print |
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Copies text highlighted in the dialog. |
Edit > Copy Block |
Note: Only the first three buttons on this toolbar appear on all tabs in this dialog. Most users do not have the rights to add, edit or delete Send To targets on the All or Public Send To's tab.
Toolbar button |
Action |
On Menus |
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Allows the selected Send To menu item(s), meaning they will appear on the Send To right-click menu. |
Send To > Allow |
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Blocks the selected Send To menu item(s), meaning they do not appear on the Send To right-click menu. |
Send To > Block |
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Reloads the dialog, refreshing the list of Send To menu items. |
List > Refresh |
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Opens the Send-To > Add dialog, in which you can add a Send To menu target. |
Send To > Add |
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Opens the Send-To > Edit dialog, in which you can edit a Send To menu target. |
Send To > Edit |
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Opens a dialog which asks you to confirm your intention to delete the selected item(s). |
Send To > Delete |
Here is the toolbar from a typical Matter dialog. Many other Worldox field table dialogs have the same toolbar, or one similar too it.
Toolbar button |
Action |
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Selects the highlighted or chosen item(s). |
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Reloads the dialog, refreshing the list of codes (just as Refresh works in web browsers). |
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Displays one or more search fields at the bottom of the dialog - two rows of search choices if this dialog's shows choices linked to another profile field choice selection, one row of search choices otherwise. |
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Filters the dialog list so that you see only active field codes. |
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Refreshes the dialog list so that you see all field codes, active and inactive. |
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Filters the dialog list so that you see only inactive field codes. |
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Opens a dialog in which you can add items. |
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Opens a dialog in which you can edit the selected item. |
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Opens a dialog which asks you to confirm your intention to delete selected item(s). Note: In some cases, the deletion happens immediately, as soon as this button is clicked. |
Here is the toolbar from a typical Matter dialog. Many other Worldox field table dialogs have the same toolbar, or one similar too it.
Toolbar button |
Action |
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Selects the highlighted or chosen item(s). |
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Reloads the dialog, refreshing the list of codes (just as Refresh works in web browsers). |
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Displays one or more search fields at the bottom of the dialog - two rows of search choices if this dialog's shows choices linked to another profile field choice selection, one row of search choices otherwise. |
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Filters the dialog list so that you see only active field codes. |
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Refreshes the dialog list so that you see all field codes, active and inactive. |
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Filters the dialog list so that you see only inactive field codes. |
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Opens a dialog in which you can add items. |
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Opens a dialog in which you can edit the selected item. |
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Opens a dialog which asks you to confirm your intention to delete selected item(s). Note: In some cases, the deletion happens immediately, as soon as this button is clicked. |
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Opens the Print to File dialog, where you name the output file and choose a format for the export. |
Toolbar button |
Action |
On Menus |
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Opens the next Did You Know? tip available for this Worldox screen or dialog. |
Browse > Next Tip
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Opens the last Did You Know? tip seen for this screen or dialog. |
Browse > Prev Tip |
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Reloads the dialog, refreshing the tip contents (just as Refresh works in web browsers). |
Browse > Refresh |
Here is the toolbar from the Bookmark > Manage dialog. Many other Worldox dialogs have the same toolbar, or one similar too it.
Toolbar button |
Action |
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Selects the highlighted or chosen item(s). |
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Opens a dialog in which you can add items. |
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Opens a dialog in which you can edit the selected item. |
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Opens a dialog which asks you to confirm your intention to delete selected item(s). Note: In some cases, the deletion happens immediately, as soon as this button is clicked. |
Toolbar button |
Description |
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Opens the file being viewed in its native application (the program used to create it or the default choice for viewing that document type.) |
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Opens the next file down the worklist - below the currently highlighted listing - loading it into the Viewer window. |
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Opens the previous file up the worklist - above the currently highlighted listing - loading it into the Viewer window. |
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Maximizes reading area. This minimizes borders and blank space, zooming the text or subject area to the largest size possible given current window size. |
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Fits the document at full-page width within the window. |
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Displays the entire paged document at the largest percent view setting possible given current window size. |
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Opens the Search > Text dialog, which is a specialized search form used to search for text in the Viewer window. |
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Moves the highlight to the next found text search item in the Viewer window. |
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Moves the highlight to the previous found text search item in the Viewer window. |
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Opens the Print dialog, so you can print file contents directly from the Viewer window. |
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Copies text highlighted in the Viewer window. |
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Opens the Set View Defaults dialog, where you can set or change various viewing options. |
Toolbar button |
Description |
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Opens the file in the preview pane directly beneath this button in the native application (the program used to create it or the default choice for viewing that document type.) |
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Opens the file shown in the preview pane directly beneath this button in the Worldox Viewer window. |
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Click to move the worklist highlight to this file listing and preview this document in the center pane. |
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Maximizes reading area in the preview pane directly beneath this button. This minimizes borders and blank space, zooming the text or subject area to the largest size possible given the current preview pane size. |
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Fits the document at full-page width within the preview pane directly beneath this button. |
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Displays the entire paged document at the largest percent setting possible given the current preview pane size. |
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Opens an unnamed dialog identical to the Search > Text dialog; this dialog is a specialized search form used search for text within the preview pane directly beneath this button. |
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Moves the highlight to the next found text search item in the preview pane directly beneath this button. |
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Moves the highlight to the previous found text search item in the preview pane directly beneath this button.. |
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Opens the next file down on the visible worklist, loading it into the preview pane directly beneath this button. |
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Opens the previous file up on the visible worklist, loading it into the preview pane directly beneath this button. |
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Opens the Print dialog, so you can print file contents directly from the Preview tab. |
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Opens the Set View Defaults dialog, where you can set or change various viewing options. |
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Opens the Sizing Demo dialog, which provides instructions for re-sizing and arranging individual viewing panes in the Preview tab. |
Toolbar button |
Description |
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Unless you choose otherwise, Worldox automatically filters the worklist as each filter is set or changed on the Tags tab. In this default, activated mode, the button looks like this:
Click that activated button to stop this
instant filtering. Now filtering is manual. Just set and reset
as many filters as you need, then click |
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When you click this button to activate it, any items that only appear once on the visible worklist are automatically filtered out. |
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Unchecks any filters set so far on the Tags tab. |
again when you are ready to filter the list.
