Find Files by category by sorting the File list

CategoriesCategories (formerly known as Libraries) are unique to Worldox. Categories are "virtual containers" – places to organize files for any purpose that suits you. They collect files in the virtual sense by creating connections between documents without moving or copying those documents. Categories are optional, but if you have them turned on you can create categories on the fly when saving or copying files. Use categories to set up groups of related documents within a folder. For example, you can use categories to group documents by status. You could create categories for drafts, review documents, approved documents, and other categories, within each client/matter folder. The Categories feature also makes it possible for users to quickly identify files in a list in a visual way. You can use color icons and text-based descriptions to tag and discover related files. are searchable, meaning you can select a category on the Find Files form to search for files assigned to it. To access the Find Files form, select Search > Advanced. Then select a template in the Search Templates dialog.

You can also find files in a particular category without doing a search if you wish.

• First, locate files via Direct Access on the toolbar or the Cabinets button in the navigation panel to come up with a list in which the categorized files should appear.

• Second, sort that list on the Categories column. This makes it easy to see which files are in which categories at a glance. You can also use filters to zero in on specific categories represented in the list.

Example: Your colleague has created an "Urgent" category and assigned several client files to that category. She tells you Urgent files are now in this new category, and requests that you review them.

To find those Urgent files, the Categories column has to be visible to see assignments. If it is not visible, insert that Categories column. Now click the Categories column header to sort. Urgent category files will be grouped together, so it will be easy to find them.