Profiling shortcuts

Quick profiles

Quick profiles are shortcuts, one-click choices that partially (or fully) fill out profile form fields. These are available under the button on profile forms (with button name varying depending on which version of Worldox you are using.

Quick profiles are typically provided to partially automate common document-management tasks at your firm. You don't have to use quick profiles. However, as you grow more comfortable with Worldox, you probably will. Quick profiles are great time-savers.

Same As, Related profiling

There are two other helpful shortcuts available on profile forms:

       The Same Profile as button allows basing new profiles on profiles already saved for other documents. Click this to choose another Worldox-managed file ... to copy that document's profile for the new document.

       The Relations menu enables relating newly profiled documents to other files already managed in Worldox.