Managing Favorite files

Worldox automatically categorizes files to create Favorite files lists. Assuming you have the rights to do so, you can add specific files to favorites lists - or remove files - as needed, and can even customize favorites categories for your personal use.

       Create/change favorites categories

       Add files to a favorites list

       Remove files from a favorites list

Create/change favorites categories

  1. Choose Selected Favorite Files from the List pull-down menu, or click Favorite Files on the toolbar. That opens the List > Selected Favorite Files dialog.

  2. In the List > Selected Favorite Files dialog, note the available favorites categories on the All and Personal tabs. Most of these have been provided automatically by Worldox; any new categories you have added on the Personal tab will appear on the All tab as well.

  3. Click the Personal tab to open it. If you have not yet added any personal favorite categories, this tab will be empty.  

  4. To add a category, click Add on the toolbar. That opens the Category > Add dialog for favorites.

In the Category > Add dialog:

  1. Choose an icon (optional).

Worldox pre-selects an available icon for the category you are adding. To select another, just click that icon on the row of icons about the Category Name field.

  1. Enter a descriptive name for the new category, in the Category Name field, then click Save. That adds the new category to the Personal and All tabs of favorite files dialogs.

Add files to a favorites list

  1. Use the left-side navigation panel, search or other tools to find the worklist you need.

  2. Highlight the file listing(s) to add in the right-side worklist, then right-click with the file(s) highlighted and select Favorite Files > Add from the cascading right-click menus.

Note:  You can add multiple files at once. If you select more than one, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.

That opens the Edit > Favorite Files > Add dialog.

In the Edit > Favorite Files > Add dialog:

  1. Select one or more of the listed favorites categories to which you are adding the file(s), then click Select in the toolbar.

  2. Worldox confirms the change in the Add to Favorites Complete message. Click OK to acknowledge the confirmation.

The added files will now be available to you in those selected categories in favorites dialogs.

Remove files from a favorites list

  1. Use the left-side navigation panel, search or other tools to find the worklist you need.

  2. Highlight the file listing(s) to remove in the right-side worklist, then right-click with the file(s) highlighted and select Favorite Files > Remove from the cascading right-click menus.

Note:  You can add multiple files at once. If you select more than one, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.

That opens the Edit > Favorite Files > Remove dialog, which lists the favorites categories to which the file(s) selected for removal belong.

In the Edit > Favorite Files > Remove dialog:

  1. Select one or more of the listed favorites categories from which you are removing the file(s), then click Select in the toolbar.

That removes file(s) from the selected categories in favorites dialogs.