Set QuickSave by Application

You can still set global and personal Quick Profiles in Worldox, but now you can also set Quick Profiles by application. This overrides the generic predefined #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..

To set this, add “/application_name” to the Quick Profile name when you add a new Description for a Quick Profile. For example:

#QuickSave/Word for use with Word 2007-2013

#QuickSave/Excel for use with Excel 2007-2013

#QuickSave/Adobe for use with Adobe Reader X and Acrobat X and higher