Any current notification rules are listed in the left-side list pane; the first rule on the list is highlighted, with details for that rule appearing in the right-side pane.
Select a notification rule in the left-side pane; that rule then opens in the right-side pane.
Note: As the rule first appears, the Save button is grayed out, inactive. As soon as any change is made in form fields, that button activates.
Change the name. (optional)
Change the Rule Name field entry, or enter a new name.
Change profile group(s) for documents subject to notification. (optional)
Click Profile Group to open the Select Profile Group dialog.
In the Select Profile Group dialog, double-click the profile group (or groups) to which you want the notification rule to apply, then click Select in the toolbar.
Note: If you select more than one profile group, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.
Select profile fields/codes for documents subject to notification. (optional)
Click Profile Fields. That opens the Profile Group Field Filters dialog. Here you see the numbered profile fields defined for the profile group selected in Step 4. Values can be selected or entered here to further refine criteria for the notification rule. All fields except Profile Group are asterisk-filled as the dialog opens.
Note: If you had selected more than one profile group in Step 4, you would only see the fields that are shared by both (or all) profile groups chosen. If no fields are shared by the groups selected, there would be no additional selections to make in the Profile Group Field Filters dialog; the dialog would be empty but for the Profile Group button and field.
In the Profile Group Field Filters dialog:
Select or enter field values as needed to further refine the notification rule (optional).
• If you make no changes, that tells Worldox to include every document in the selected profile group in the notification rule.
• Or, click left-side field buttons to select or enter one or more items for any field used to further target the notification rule - in profile field table dialogs.
In each profile field table dialog, select a value, then click Select. Or, just type the code into the field to the right of the field button if you know it.
Example: Here, the user has selected a client in the Client field. If that’s the only selection made in this dialog, the notification rule would apply to all documents in the Client Files profile group, where Client = PHR Development.
Click OK when you are done identifying profile field values.
Back in the Audit > Notify dialog:
• Change or re-enter a full document number in the Doc ID field, to target a specific document in the selected profile group(s).
• OR, change or re-enter a full or partial document description in the Description field. You can use quotation marks to specify an exact line of text.
Examples:
• Entering “Administrative Division” targets only files with that exact Description saved in the document profile.
• Without quotation marks, typing that same phrase targets any documents with both words in the Description profile field.
Note: How text search works here depends on how Worldox Search Preferences are set. To check how search works at your site, select Preferences > Worldox from the Edit pull-down menu in the main Worldox window. Then, in the left-side pane of the Edit > Preferences dialog, click Find Files Options. Check the Default Interword Boolean preference on the right-side list.
An add/plus sign 
button appears just to the left of
the Users button. That means
users selected here will be included in the notification rule. If
you would rather exclude certain users - meaning that all others would
be subject to the rule - click the remove 
button.
Click Users. That opens the Select User dialog (a standard dialog in Worldox).
In the Select User dialog, highlight (select) the users to whom you want the notification rule to apply (or who you want to exclude), then click Select in the toolbar.
Note: If you select more than one user, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.
Change events to be monitored via this notification rule. (optional)
An add/plus sign button appears just to the left of
the Events button. That means events selected here will be included
in the notification rule. If you would rather exclude certain events
– meaning that all others would be subject to the rule – click the
remove
button.
Click Events. That opens the Events dialog, which lists all the events (file actions) Worldox tracks.
In the Events dialog, highlight (select) the events to which you want the notification rule to apply (or which you want to exclude), then click Select in the toolbar.
Note: If you select more than one user, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.
Change recipient(s) for notifications. (optional)
Enter email addresses on the appropriate lines, or click buttons next to the To…, cc… or bcc… fields to select recipients from Outlook lists.
When the notification rule is changed to your satisfaction, click Save. That opens the Save Audit Notify Rule dialog.
In the Save Audit Notify Rule dialog, select the save option you want, then click OK. That saves the changed rule.
Select a notification rule in the left-side pane.
Review that rule in the right-side pane.
When you're sure this is the rule to delete, click Delete in the dialog toolbar. That opens the Rule > Delete dialog.
In the Rule > Delete dialog, click Yes to go ahead and delete that rule. This listing then disappears from the left-side Audit > Notify dialog list.