File sharing menu

This menu appears when you have highlighted or touched a file in the file list and select the Share icon:

Check Out and Open to open the file and to check it out of Worldox. If you select this, you will see a list of applications on your iPad which can open or accept documents. For example, if you want to open a PDF, you may see an Open in Dropbox option. Log in to Dropbox to view the PDF.

Note:  Checking a file out means you are protecting it. Other users can open the file read-only in Worldox, but cannot make changes. This optional check-out feature keeps documents safe, but it does mean that you have to either check the changed file back in at some point, or clear the checked-out status manually. Otherwise, the downloaded file remains read-only in Worldox.

Open Read-Only to download a read-only to download a read-only copy of the original file, which then remains unchanged in Worldox. If you select this, you will see a list of applications on your iPad which can open or accept documents. Select an application to open the downloaded file in read-only mode.

Email to attach the file to a message so it can be opened in another application.

Send to iCloud Read-Only to download a read-only to download a read-only copy of the original file, which will remain unchanged as you view it. If you select this, you will see a list of applications on your iPad which can open or accept documents (for example, Google Drive, OneDrive or Dropbox).

Send to iCloud Checked Out to check the file out of Worldox and open it in an application such as Google Drive, One Drive, Citrix ShareFile or Dropbox. After checking it out with one of those apps, you can use the Import Document feature on the main screen to check the file back into Worldox. For details, see Importing Documents.

Note: If you want to make edits to a file, you should use an editor on your device instead of one of the file sharing or file storage apps. They sometimes simply copy a file and do not import the file that you changed.

Any applications which are available for working with external files on your iPhone list automatically here.

The file sharing menu has a Clear Check-Out status option if you select a file in the list that is currently checked-out: