Profiling is the process of classifying and saving documents in Worldox repositories (folders). These actions can initiate profiling in Worldox:
• Open an as yet unprofiled document.
• Drag and drop files to the WorkZone desktop icon
In Worldox, you profile (classify) documents as they are saved, copied or moved. Profiling gives Worldox the unique identifiers it needs to manage and track files.
With Worldox running on your desktop, certain dialog windows open automatically as you create/save new documents, or elect to move or copy existing ones into Worldox. Profiling applies to every type of document - from letters and email to spreadsheets, graphics and even sound files.
Profiling documents always involves these basic steps:
Select profile group (assuming your firm has multiple groups). This step is required for saving new files; it may be optional for some copies and moves.
Fill in required/optional profile fields, selecting identifiers from profile field tables.
Add file security and/or other optional elements.
Save the profiled document or file.
Note: Once a document is profiled, it is under Worldox control. Profiles are not set in stone. They can easily be changed as needed. Depending on your specific user entitlements, you could well have the ability to edit profiles. If you have questions on profiling, please ask your Worldox Manager.
The Select Profile Group dialog handles that first step in profiling, the profile group choice. The other important forms have different names, but are rather similar:
All these forms share many common fields and choices. Here's a quick visual tour of a profile form.