Finding files in Worldox

Worldox makes finding files easy. Worldox search is your most powerful tool, but certainly not the only one available:

       Use the left-side navigation panel to find files by profile group or activity status.

       Direct Access is a shortcut for accessing specific folders quickly.

       If you know the document ID, you can use the Location bar to find that file.

       Files may already be bookmarked; saved bookmarks can be "pinned" to the top part of the screen frame. Bookmarks are shortcuts to often-used worklists.

       Files may also be available as "Favorites" choices.

       If you're trying to locate files on very long lists, filtering can really help. Use the filter bar, or try the Tags tab for a more visual style of filtering. You can also filter lists by category (another new feature in GX3.)

Note:  Access to specific features in Worldox depends on your user entitlements, and on how Worldox is implemented at your site. Please check with your Worldox Administrator if you have questions.