New Bookmark: Folder dialog

Field/Choice

Description

Profile Group

Assuming you have access to multiple profile groups, you can select another group by clicking Profile Group. That re-opens the Select Profile Group dialog, where you can choose another. If you do change the profile group, the New Bookmark: Folder dialog reloads to display profile fields associated with the chosen group.

Numbered profile fields

To specify a profile folder location:

•        Enter a code or value by typing the code in the open profile field.

•        Select a code you have used previously by clicking the down arrow to the right of the input field to open the list of recent choices for that field.

•        Select from the list of all valid entries for that field by clicking the named profile field button; that opens  the field table dialog, where you can double-click an item to select it.

See Working with field tables for details on selecting and searching within field table dialogs.

Note:   As you change profile field settings, linked fields may change. An example would be the Client field choice. Matter fields are typically linked to Client choice, so If you change the Client, the linked Matter field setting changes too.

Select Repository

Worldox uses parallel folder structures in each of these different repositories.  So a mixture of field values input or selected could well point to the same folder in several different repositories.

Active is pre-selected here, as Worldox assumes you probably are looking for locations within Active folders. If not, select the repository in which your destination folder is located.