View document profile

Any profiled document has a viewable profile. There are two ways to view or edit profiles.

       Via toolbar, right-click or pull-down menu choice

       On the Profile document tab

Via toolbar, right-click or pull-down menu choice

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

  2. Highlight the document listing in the right-side worklist, then select Profile from the Edit pull-down list. You could also click Profile  in the toolbar, or right-click with the document highlighted and select Edit, then Profile from the cascading right-click menus.

That opens the Edit Profile dialog for the highlighted document. Here you can review profile identifiers and make any changes needed.

On the Profile document tab

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

2        Highlight the document listing in the right-side worklist, then click the or icon on the document tab row at the bottom right of the Worldox window.

That opens the Profile document tab for the highlighted document. Here you can review profile identifiers and make any changes needed.