Profile forms

Here are step-by-step instructions on how to complete profile forms:

•       Filling out the File Save form

•       Filling out the File > Copy form

•       Filling out the File > Move form

•       Filling out the Email > Copy form

•       Filling out the Email > Move form

•       Filling out the Save Attachment form

•       Filling out the WorkZone form

There are three additional profile-related forms:

•       The List > Direct Access dialog used in locating files via Direct Access.

•       The Profile Group Field Filters dialog, used in setting up notification rules and when tracking document history  (the Audit feature.).

•       The Edit > Home Location form, used in changing the Home list (the list that opens automatically as Worldox starts.)