Copy profiles from other documents

Here’s a time-saving shortcut - the ability to copy an existing profile in order to profile another document.

  1. On whatever profile form you happen to be filling out, click Same Profile as . This action re-opens the last Worldox worklist seen.

  2. Find the document whose profile you want to copy. Use search or search or other tools as needed.

  3. Double-click the listing for whatever file you want. That opens the Same Profile As dialog.

In the Same Profile As dialog:

  1. As this dialog opens, all boxes are checked. Uncheck any profile element(s) you do not wish to copy.

  2. Click OK to go ahead and copy the checked profile elements.

If you elected to save with the copied profile as a new version, then all profiling windows close, and you again see the Worldox worklist. Otherwise this action closes the Same Profile As dialog and returns you to the profile form you had been filling. There you see profile fields filled with profile information copied from the source file.

Note:  If you copy the full profile here, no further profile actions are required. If no other adjustments or changes are needed, you can just click the OK button on the form to save the new profile.