QuickSave One-click Save

The QuickSaveThe new QuickSave option automatically profiles content for users with the click of a button from Microsoft Excel, Word and Adobe Reader applications. It enables you to save a file into Worldox and base all profile information upon a pre-defined Quick Profile template. As a result, your file is stored into Worldox immediately, but you can change the profile data for it at a later time if necessary. This feature is helpful in certain scenarios. For example, you might need to save a file for a new client who does not yet have Client ID assigned to them. feature allows user to save a file into Worldox without a profile card based on a pre-defined Quick Profile template. This allows you to save a file into Worldox immediately with the option to re-profile it at a later time. This feature uses predefined Quick Profile(s) to quickly save the file to a named Worldox Quick Profile without any interaction. The feature can be accessed by using the green icon in the Microsoft Quick Access Toolbar. You can also access a Worldox Quick Save button from Adobe Reader.

QuickSave button in the Microsoft Quick Access toolbar in Word 2007-2010

QuickSave button in the Microsoft Quick Access toolbar in Word 2013

QuickSave button in the Microsoft Quick Access toolbar in Excel 2007-2010

QuickSave button in the Microsoft Quick Access toolbar in Excel 2013

QuickSave button in the Extended tab in Adobe Reader