Worldox Toolbar

Related Topics

The toolbar at the top of your main screen should look something like this:

Switching to different views in Worldox changes the toolbar. Depending on which type of file list is visible (e.g., email, Salvage Bin , a list of file versions), the button line-up changes. Which toolbar buttons you see depends on the actions possible on whatever file list is visible.

The toolbar you see could be different, as buttons can be added, removed or reordered. Buttons can also be renamed. You yourself may have the rights to make such changes. So the choices shown above are commands most frequently used on this main toolbar. You may not see all these buttons on your toolbar.

Tip: There are many other commands in Worldox— too any to fit on one toolbar. All commands are accessible via pull-down and right-click menus.

Button	Command/Description
	File > Open
	File > View displays the selected file in the Worldox ViewerThe Viewer window is your alternative to opening the actual source program from which a document is generated. To see any file in Worldox worklists, just single click that file, then select View from the File pull-down menu. Worldox opens the file in a special viewer within Worldox. This means you can view any file in Worldox, even documents for which you do not have the original application. window. The Viewer window shows the type of program the file was created in. Using the Viewer toolbar, you can open the file, advance to the next or previous file on the list, increase or decrease font size, search for text and take various other actions. Tabs at the bottom of the window allow you to add commentsComments are additional notes (if any) available for profiled documents. Comments are created via entry in the Add’l Comments field on profile forms. You can elect to show or hide comments in Worldox worklists., view and edit the document profile and preview the file.
	List > Home is the starting point, a default file list that appears when the main Worldox screen opens for the first time in any one session.
	List > Refresh reloads Worldox screen content, redisplaying the active file list.
	Search > Find opens the Search Templates dialog, where you can select a saved search form to use in searching.
	List > Direct Access is used to take a direct path to folder contents based on folder level Profile Fields selected. This opens the List > Direct Access dialog, where you enter profile field identifiers (which equate to folder locations) to see files in that location.
	List > Selected Favorites displays a list of the recently used files by file types (programs) and by file action. The list reflects your activity, so, the list of Favorite Files changes over time.
	File > Check-Out opens the File > Check Out dialog. This is done to move a file from the network to the hard drive of your PC, so you can make changes when you are out of the office. A copy of the original file remains on the network. If someone opens a checked-out file, they see a read-only copy.
	File > Check-In opens the File > Check in dialog, giving you the option to move a checked-out file back to the network once you are reconnected.
	File > Copy opens the File > Copy profile form. This is used to change profile information (optional) and copy selected file(s) – plus versions, if any – to another folder location.
	File > Move is another way to change profile information in Worldox. When you move a document, profile information changes due to the new location (Cabinet, Matter, etc.).
	File > Delete deletes the selected file(s) from the network.
	Edit > Metadata displays the Edit Profile dialog, where you can modify a document’s profile information. It can also be used to Move files based on changes to or adding Profile information to file(s).
	File > Security displays the Security Classifications dialog, where you can set or change file-level security.
	File > Email is used to email file(s), or internal Worldox links to files (WDL), directly from Worldox.
	File > List > Versions opens a list of current and prior versions of a file. Note: The toolbar button lineup changes in the versions list view.
	File > List > Compare displays the File > List > Compare dialog, where you can choose files and 3^rd party software with which to compare/redline selected files.
	Display > Show/Hide > Comments in List shows comments for file list items or hides available comments if they are visible now.
	Edit > Filter by Categories opens the List > Filter by Categories dialog, where you can select a category to trigger the file list to show files that are assigned to that category.
	Help > Did You Know? opens a Help > Did You Know? dialog containing useful tips on some aspect of the visible screen. Many additional Did You Know? topics are available, and can be accessed by using Next and Previous toolbar buttons in that dialog.