Follow Me Favorites in Worldox

Related Topics

  1. Favorite Matters Category
  2. Favorite Matters Tab on Dialogs
  3. Removing a File from Favorites
  4. Viewing Favorite Matters in Microsoft Outlook
  5. Viewing Locations of Favorite Files

 

Follow Me Favorites® technology (also known as Active Profiling ® ) knows which files you worked on recently and then presents these choices for quick filing and navigation. Favorite Files in Worldox are files you have recently saved or otherwise used. The Favorite Files list is dynamic and changes as you use or no longer use certain files. As files are added to your Favorite Files, the locations that makeup these files, will now become available as Favorite Matters.  The same Favorite Matter will automatically create correlating drop folders within Microsoft Outlook as well. Your Favorite Matters will also appear in other Worldox products like, Worldox on the iPad or iPhone, Worldox/Web 2.0 or an MFP such as the Canon Connector or other 3rd party products that support Follow Me Favorites).

Favorite Matters are compilations of Favorite File locations. You can view Favorite Matters in a number of places, such as the Navigation Panel, Microsoft Outlook drop folders and Favorite Matters tabs on certain dialogs.

This section describes how to:

View the locations of Favorite Files

View Favorite Matters in the Navigation Panel

View Favorite Matters in Microsoft Outlook

Quickly populate form fields with Favorite Matter data in the File > Save, File > Copy and Direct Access dialogs

Remove a file from Favorites