Category
Preference
Default
Settings
Who can change it
Audit Trail
Audit "Add"
Yes
Yes = Worldox tracks instances when the Indexer "discovers" files (i.e., they were not saved/copied/ moved into Worldox), for Audit Trail and Notification purposes.
Manager
Audit "Copy"
Yes
Yes = Worldox tracks file copy actions, for Audit Trail and Notification purposes.
Manager
Audit "Delete"
Yes
Yes = Worldox tracks file delete actions, for Audit Trail and Notification purposes.
Manager
Audit "Move"
Yes
Yes = Worldox tracks file move actions, for Audit Trail and Notification purposes.
Manager
Audit "Open"
Yes
Yes = Worldox tracks file open actions, for Audit Trail and Notification purposes.
Manager
Audit "Launch"
Yes
Yes = Worldox tracks instances when files are opened from within worklists, for Audit Trail and Notification purposes.
Manager
Audit
"Remove"
Yes
Yes = Worldox tracks instances when the Indexer finds missing files (i.e., they were not deleted from within Worldox), for Audit Trail and Notification purposes.
Manager
Audit "Rename"
Yes
Yes = Worldox tracks file rename events, for Audit Trail and Notification purposes.
Manager
Audit "View"
Yes
Yes = Worldox tracks file views/ previews, for Audit Trail and Notification purposes.
Manager
Audit "Save"
Yes
Yes = Worldox tracks file saves, for Audit Trail and Notification purposes.
Manager
Audit "SaveAs"
Yes
Yes = Worldox tracks file save as events, for Audit Trail and Notification purposes.
Manager
Audit "Mirroring"
No
Yes = Worldox tracks instances when files are mirrored on open or save, for Audit Trail and Notification purposes.
Manager
Auto FileName Options
AutoName on Copy
No
• Yes = Worldox creates a default Doc ID (autoname) for a file being profiled via copying.
• No = No default name is suggested.
Manager
AutoName on Save
Yes
• Yes = Worldox creates a default Doc ID (autoname) for a file being profiled via save.
• No = No default name is suggested.
Manager
AutoName on SaveAs
No
• Yes = Worldox creates a default Doc ID (autoname) for a file being profiled via save as.
• No = No default name is suggested.
Manager
Select on Open
No
Yes = User sees the List > Filter by Category dialog on opening a file list in Worldox.
Anyone
Assign on Copy
No
Yes = User sees the Edit > Assign Categories dialog on completing a file copy action.
Anyone
Assign on Move
No
Yes = User sees the Edit > Assign Categories dialog on completing a file move action.
Anyone
Assign on Save
No
Yes = User sees the Edit > Assign Categories dialog on completing a file save action.
Anyone
Comment Options
Insert Above Prefix
-
• With a default prefix not defined here, Worldox inserts new comments to the Add'l Comments field record without prefix, meaning no line breaks in comments display.
• With a default prefix defined, prefixes are used, enabling line breaks in inserted comments display.
Note: This and other Comment Option preference settings control how comments are stored, and can be very important during conversions/imports. Rather than experiment with these settings, please contact Worldox Technical Support. We can help you manage the conversion process.
Manager
Insert Above Suffix
\\
\\ = the default suffix, enabling Worldox to insert new comments to the Add'l Comments field record so that line breaks appear in comments display.
See note above.
Manager
Add Below Prefix
\\
\\ = the default prefix, enabling Worldox to add comments to the Add'l Comments field record so that line breaks appear in comments display.
See note above.
Manager
Add Below Suffix
-
• With a default suffix not defined, Worldox adds comments to the Add'l Comments field record without suffix, meaning no line breaks in comments display.
• With a default suffix defined, suffixes are used, enabling line breaks in added comments display.
See note above.
Manager
Copy/Move/Delete Options
Open After Copy
Yes
Yes = A file opens automatically after it is copied in Worldox.
Manager
Copy Create Date
Yes
• Yes = A copied file has the same Create date as the original.
• No = A copied file's Create date is the date the file was copied.
Manager
Default Copy to AutoName
Yes
Yes = The Assign Autoname radio button is preselected in the Doc ID choice on the File > Copy profile form.
Manager
Default Copy to SameName
No
Yes = The Keep same as source radio button is preselected in the Doc ID choice on the File > Copy profile form.
Manager
Default Move to AutoName
No
Yes = The Assign Autoname radio button is preselected in the Doc ID choice on the File > Move profile form.
Manager
Default Move to SameName
Yes
Yes = The Keep same as source radio button is preselected in the Doc ID choice on the File > Move profile form.
Manager
Use Default Copy DOC ID
No
• Yes = The Doc ID choice is presented on the File > Copy profile form.
• No = There is no choice; the default Doc ID choice is used for the copied file.
Manager
Use Default Move DOC ID
No
• Yes = The Doc ID choice is presented on the File > Move profile form.
• No = There is no choice; the default Doc ID choice is used for the moved file.
Manager
Allow Non-Salvage Delete
Yes
• Yes = A Delete option is offered in File > Delete dialogs, enabling deletion without first moving files to Archive folders.
• No = That option does not appear.
Manager
Allow Delete Shredding
Yes
• Yes = A Shred (unrecoverable) option is offered in File > Delete dialogs, enabling deletion so that deleted files cannot be recovered.
• No = The Shred (unrecoverable) option does not appear.
Manager
Allow Delete in Network Repositories
Yes
• Yes = The user can delete any files, local or otherwise.
• No = the user can only delete local files.
Manager
Allow wildcard Source Field in Copy
Yes
• Yes = Worldox copies wildcard values (*) used in source profile fields during profiling via copy file actions.
• No = Worldox does not copy wildcard values used in source profile fields during profiling via copy file actions.
Manager
Allow wildcard Source Field in Move
Yes
• Yes = Worldox copies wildcard values (*) used in source profile fields during profiling via move file actions.
• No = Worldox does not copy wildcard values used in source profile fields during profiling via move file actions.
Manager
Confirmation Dialog Options
Show Copy Results
Yes
Yes = A confirmation dialog appears after the copy file action.
Anyone
Show Delete Results
Yes
Yes = A confirmation dialog appears after the delete file action.
Anyone
Show Move Results
Yes
Yes = A confirmation dialog appears after the move file action.
Anyone
Show Copy Email Results
Yes
Yes = A confirmation dialog appears after the copy email action.
Anyone
Show Delete Email Results
Yes
Yes = A confirmation dialog appears after the delete email action.
Anyone
Show Move Email Results
Yes
Yes = A confirmation dialog appears after the move email action.
Anyone
Show Results
on Multi File Drop
Yes
Yes = A confirmation dialog appears after the drag and drop multiple files action.
Anyone
Show Results
on Secured by
Yes
Yes = A confirmation dialog appears after the action of securing a file.
Anyone
Confirm Email Drop Move
Yes
Yes = A confirmation dialog appears after the drag and drop email action.
Anyone
Prompt for Paged Results on Find
Yes
Yes = A confirmation dialog appears after search results are paginated.
Anyone
Critical Updates
Critical Updates
Yes
• Yes = World Software notifies you of critical Worldox updates, for immediate install/upgrade.
• No = No updates are sent on important program updates.
Manager
Send Full Files
Yes
• Yes = The A full copy of the file option is available in the File > Email and File > Open (email) dialogs.
• No = That option does not appear.
Manager
Send
WORLDOX Links
Yes
• Yes = The In a Worldox file list option is available in the File > Email and File > Open (email) dialogs.
• No = That option does not appear.
Manager
Send Windows Shortcuts
No
• Yes = The As a Windows shortcut option is available in the File > Email and File > Open (email) dialogs.
• No = That option does not appear.
Manager
Allow Attachment Zip Option
Yes
• Yes = The Compressed into a zip file option is available in the File > Email and File > Open (email) dialogs.
• No = That option does not appear.
Manager
Allow password of Zip Attachment
Yes
• Yes = The user can create a password to be used in expanding an attached zip file.
• No = There is no option to create passwords on zip attachments.
Manager
Mark Read when Opened
Yes
• Yes = As email is opened in Worldox, the message list email icon changes to indicate the message has been read.
• No = The unread icon is unchanged as the message is opened.
Anyone
Mark Read when Previewed
No
• Yes = As email is previewed in Worldox, the message list email icon changes to indicate the message has been read.
• No = The unread icon is unchanged as the message is previewed.
Anyone
Delay before marking read
3
This is the number of seconds of delay before a message list email icon changes from unread to read.
Anyone
Prompt for Quick Profile
on Move
Yes
• Yes = Worldox asks users after a move if the completed move profile should be used as the basis for a new quick profile.
• No = There is no prompt for creating quick profiles.
Anyone
Prompt for Quick Profile
on Copy
Yes
• Yes = Worldox asks users after a copy if the completed copy profile should be used as the basis for a new quick profile.
• No = There is no for creating quick profiles.
Anyone
Add Flag Text after Copy
No
• Yes = Worldox sets the Outlook Follow Up flag on the copied message.
• No = No Follow Up flag is set.
Anyone
Add Flag Text after Move
No
• Yes = Worldox sets the Outlook Follow Up flag on the move message.
• No = No Follow Up flag is set.
Anyone
Default to heuristic Quick Profile on Copy/Move
Yes
• Yes = Worldox pre-fills profile form fields based on earlier profiling of messages to or from known email addresses (smart profiling.)
• No = Smart profiling is not used to pre-fill profile form fields.
Anyone
Favorite Files History
Maximum Favorite Files
20
This is the maximum number of favorite files remembered by Worldox for any one action or category.
Anyone
Maximum Favorite Folders
20
This is the maximum number of favorite file categories that can be added to Personal favorites lists.
Anyone
Field Code Options
Field Code Format on Add
Yes
• Yes = Worldox applies the pre-set field code format rule to field codes as they are added.
• No = Field code entries are added as entered, and are not formatted.
Manager
Field Code Format on Edit
Yes
• Yes = Worldox applies the pre-set field code format rule to field codes as they are edited.
• No = Field code entries are saved as edited, and are not formatted.
Manager
File Filter List
Show File Filter
Yes
• Yes = the Filter bar appears on the Worldox application field (unless it is hidden by the user.)
• No = The Filter bar does not appear.
Anyone
File List Options
Change Styles
Yes
• Yes = When the user switches between worklist types when opening a new worklist, the defined style for the next type is used to display that next list.
• No = Whatever style is used on the currently visible list will be used on the next. And saved styles are disregarded.
Anyone
Ver List on Double-Click
Yes
• Yes = Worldox opens the File > Open dialog (offering an option to see the list of versions instead of the file) when a versioned file is double-clicked.
• No = This dialog does not appear; no options are available before a versioned file options.
Anyone
Show Extensions
Yes
Yes = File extensions display in the Doc ID worklist column.
Anyone
Sub-Folders
Yes
• Yes = Any sub-folder in an opened folder appears above files in the worklist, even if there are no files to show.
• No = Only files can appear in worklists.
Anyone
Popup Maximized
Yes
• Yes = When a file is opened from the desktop, causing Worldox to appear, the Worldox window is maximized.
• No = Worldox appears in a default window size (however defined by Windows).
Anyone
Globe on Wait
Yes
• Yes = A unique graphic symbol appears as processes complete, as long as the user is working within Worldox.
• No = There is no unique wait symbol used by Worldox; users see standard Windows wait symbols.
Anyone
Enable Hover Highlight
Yes
• Yes = Document names (Description column) in worklist listings highlight as the mouse cursor moves over them.
• No = There are no highlights in the Description column.
Anyone
Uppercase Extended Name
No
• Yes = Document names (Description column) display in all capitals.
• No = Document names appear as originally entered - lowercase, upper and lower or all caps - in that column.
Anyone
Uppercase Table
No
• Yes = Worldox field table listings display - in dialog lists and on worklists - in all capitals.
• No = Worldox field table listings appear as originally entered - lowercase, upper and lower or all uppercase.
Anyone
Max Comment Lines
10
This is the maximum number of comment lines that can appear within any one worklist listing.
Anyone
Status Bar
%Path%
This is the instruction telling Worldox what to display in the status zone at the bottom right of the application window.
%Path% = the complete folder path (location) of the files appearing on the currently-visible worklist.
Anyone
Tags Spam Filter
2
This is the minimum number of worklist occurrences required for a profile data item to list on the Tags tab ... appears as the default number on the "min files" button on that tab.
Anyone
Move to current folder on path tree on access
Yes
• Yes = Left-side navigation panel selections synchronize with folder selections in the worklist.
• No = navigation panel selection is independent of worklist selection - no automatic synchronization.
Anyone
Background Scan
Yes
• Yes = During a search, Worldox re-validates profiles for found items.
• No = Profiles are not re-validated during search.
Anyone
Navigation Panel Auto Expands
Yes
• Yes = The top part of the navigation panel can resize automatically as the mouse cursor enters or leaves that left-side zone - to completely display folder contents.
• No = navigation panel width stays as set regardless of where the mouse is, regardless of how long folder names are.
Anyone
Classic GX2 Path Tree Auto Expands
Yes
• Yes = The navigation panel can resize automatically as the mouse cursor enters or leaves the left-side pane - to completely display folder contents.
• No = navigation panel width stays as set regardless of where the mouse is, regardless of how long navigation panel names are.
Note: This preference affects the classic GX2 folder tree, in which category buttons do not appear at the bottom of the pane. If you have Worldox configured so those buttons do appear, this setting has no effect.
Anyone
My Computer Auto Expands
Yes
• Yes = The top part of the navigation panel can resize automatically as the mouse cursor enters or leaves that left-side zone - to completely display folder contents.
• No = navigation panel width stays as set regardless of where the mouse is, regardless of how long folder names are.
Anyone
Column Headers Size Automatically
Yes
• Yes = As worklists open, Worldox automatically sizes list columns based on the longest elements in those columns - unless the worklist format is controlled by an applied windows style and/or column template.
• No = Worldox does not automatically size list columns this way.
Anyone
Add Cancel to context messages
Yes
• Yes = Worldox adds a "Cancel" choice at the bottom of pull-down menus in various dialogs - as an alternate means of closing the dialog window.
• No = The "Cancel" choice does not appear on dialog pull-down menus.
Anyone
File Rename
Options
Read Only Attribute
Yes
• Yes = A Read only checkbox appears on the File > Copy profile form.
• No = Read-only status cannot be selected during a profile edit.
Manager
AutoName on Edit
No
• Yes = The Doc ID field is active, editable on the Edit Profile dialog.
• No = The Doc ID field is read-only on that form.
Manager
Find Files Options
Templates
Yes
• Yes
= The user sees the Search Templates dialog on
clicking 
in the toolbar.
• No = Clicking that button opens the default search form.
Anyone
Options
Yes
• Yes = The Options button appears on search forms. (Here's a quick tour of a sample Find Files dialog.)
• No = The Options button does not appear on search forms.
Manager
Maximum Favorite finds
10
This is the maximum number of favorite search forms remembered by Worldox.
Anyone
Default Template
<My Last Search>
This is the
default search template, what the user sees if the Search Templates dialog
does not appear automatically when is
clicked in the toolbar.
To identify another default template, type the entire template name in the Set As field on the Change Value dialog.
Anyone
Default Interword Boolean
w/3
This is the default method Worldox uses to combine multiple words entered in text searching. (For details, see AND,OR and other search commands.)
Anyone
Max Wait/Page
2
This is the minimum number of seconds Worldox waits before displaying search results.
Anyone
Min Files/Page
100
This is the maximum number of found files Worldox will display without paginating results.
Anyone
Prompt for Paged Results on Find
Yes
This setting works in conjunction with Max Wait/Page.
• Yes = If the Max Wait/Page duration is exceeded during a search, Worldox displays a prompt dialog, messaging the fact that search results will be paginated.
• No = There is no prompt before paginated search results are displayed.
Anyone
Allow for Non-Indexed Results on Find
No
• Yes = Worldox can search for non-indexed (unprofiled) files.
• No = Worldox only searches for indexed, profiled files.
Manager
Max 'Exact Match' Words
50
This is the maximum number of "exact match" suggestions Worldox offers as input is made on Find Files form text fields.
Anyone
Max 'Sounds Like' Words
25
This is the maximum number of "sounds like" suggestions Worldox offers as input is made on Find Files form text fields.
Anyone
Legal Hold Feature
Activate Legal Hold
Yes
• Yes = Legal Hold folders appear in the navigation panel for profile groups configured to use this feature, and Legal Hold choices appear in pull-down and right-click menus.
• No = Legal Hold choices do not appear in the navigation panel, on in pull-down and right-click menus.
Manager
Open/Launch
Access Read Only File
Yes
• Yes = Secured files (with read-only status) cannot be opened except by the document author or Worldox Managers.
• No = Anyone who can see a read-only document can open a read-only copy.
Manager
Set Date
Yes
• Yes = The Accessed date changes when files are opened or launched.
• No = Opening/launching files does not change their Accessed date.
Manager
Test Local Files
Yes
• Yes = Worldox tests local files to see if they are busy before open/launch.
• No = No test done.
Manager
Test Network Files
Yes
• Yes = Worldox tests network files to see if they are busy before open/launch.
• No = No test done.
Manager
Immediate Launch
No
No longer applicable ... this setting has no effect.
Manager
Minimize Worldox on Launch
Yes
Yes = The Worldox application window automatically minimizes (disappears) as a file is opened from inside Worldox.
Anyone
Edit Template on Launch
No
• Yes = When a Word template (.DOT or .DOTM) file is opened in Worldox, the template itself opens for editing.
• No = When the Word template is opened in Worldox, what opens is a new file based on that template, rather than the template itself ... meaning the template cannot be edited via this method of open/launch.
Anyone
Open Single File in LInk
No
• Yes = When you open a project (.WDL) which contains only one file, Worldox opens that file in its source application rather than opening the project file.
• No = No matter how many files are contained in a project, opening the project opens the project file.
Anyone
Show Titlebar in Adobe
No
• Yes = For PDF files opened or saved in Acrobat using Worldox action buttons, both the Worldox Doc ID and file Description appear in the Acrobat title bar.
• No = For PDF files opened or saved in Acrobat using Worldox action buttons, only the Worldox Doc ID appears in the Acrobat title bar.
Note. This setting ONLY works thru the Worldox-specific Acrobat interface (Worldox buttons inside Acrobat).
Anyone
Workflow
Yes
• Yes = The Workflow module is available. Workflow choices appear on pull-down and right-click menus.
• No = The Workflow module is not available. Workflow choices do not appear on pull-down and right-click menus.
Manager
Worldox Chat
Yes
• Yes = The Chat module is available. The Worldox Instant Message dialog appears automatically as Worldox starts up.
• No = The Chat module is not available. The Worldox Instant Message dialog does not appear.
Manager
Notify
Yes
• Yes = The Notify module is available. Notify choices appear on pull-down and right-click menus.
• No = The Notify module is not available. Notify choices do not appear on pull-down and right-click menus.
Manager
Default Only Child Fields
Yes
• Yes = If selection is made in a parent field (Client, for example), with Matter linked as the child field) - and there is only one matching value in the child field, that values pre-fills in the child field.
• No = Under the same condition in parent/child profile fields, the child field never pre-fills.
Anyone
Add Global Linked Fields
Yes
• Yes = The user has the option when adding field codes to add them as global - available to all parent fields.
• No = User cannot add global field codes.
Anyone
Save As Options
SaveAs Menu
Yes
• Yes = Worldox checks on Save As, shows the Save As dialog if the file already exists.
• No = On Save As, user sees profile forms immediately - no other options offered.
Anyone
Show New Doc ID
No
• Yes = After profiling via a Save As choice, the user sees a confirmation dialog, mentioning the Doc ID of the saved file.
• No = There is no confirmation of a Save As profile operation.
Anyone
Hide DOC ID Fields
Yes
• Yes = The Doc ID field is inactive on the File Save As dialog - no user override of the assigned Doc ID.
• No = The Doc ID field is active on the Save As profile form - so the assigned Doc ID can be edited.
Anyone
Description On Top
No
Yes = The Description field appears at the top of the File Save As dialog.
Anyone
Field Edit History
Yes
• Yes
= Recent choices made in profile
fields can be seen - and selected - by clicking 
to the right of fields.
• No = Recent choices are not available in profile fields.
Anyone
Xname Field History
Yes
• Yes
= Field history (previous entries)
are available on the File
Save As dialog Description
field by clicking to the right of that field.
• No = Previous Description field entries are not available for selection in this field.
Anyone
New Ver is Last Save
No
• Yes = If the user opts to create a new version - and the current document has not yet been closed - the previous version is saved as it was last saved.
• No = If the user opts to create a new version - and the current document has not yet been closed - the previous version is saved as it was last opened.
An in-depth explanation of these two options can be found here.
Note: This preference will only be available in your copy of Worldox if it was purchased before 7/19/2012, and has not yet been updated. See details here.
Manager
SaveAs on Close
Yes
• Yes = Worldox initiates Save As profiling every time an open document is closed.
• No = No profiling on close documents.
Anyone
SaveAs on Save
No
• Yes = Worldox initiates Save As profiling every time an open document is saved.
• No = No profiling on simple saves.
Anyone
Sound Effects Option
Enable Sound Effects
Yes
• Yes = Sound effects confirming Worldox actions can be heard (assuming local hardware/settings allow.).
• No = Worldox sound effects will not be heard.
Anyone
Spell Checker Options
Check Comments After Editing
Yes
• Yes = Worldox automatically starts spell-checking when changes are made in Add'l Comments fields on Edit > Profile forms.
• No = Spell-checking Add'l Comments entries during editing is a manual process only, user-controlled.
Anyone
Check
Extended
Name on Copy/Move
Yes
• Yes = Worldox automatically spell-checks when changes are made in Description fields on File > Copy or File > Move profile forms.
• No = Spell-checking Description entries is a manual process only on file copy move actions.
Anyone
Check
Extended
Name on Rename
Yes
• Yes = Worldox automatically spell-checks when changes are made in profile Description fields on Edit > Profile forms.
• No = Spell-checking Description entries during editing is a manual process only, user-controlled.
Anyone
Check
Extended
Name on Save
Yes
• Yes = Worldox automatically spell-checks when changes are made in profile Description fields on File Save profile forms.
• No = Spell-checking Description entries is a manual process only on file save as actions.
Anyone
Check
Extended
Name on WorkZone
Yes
• Yes = Worldox automatically spell-checks when changes are made in profile Description fields on WorkZone - File Save forms (drag/drop profiling actions).
• No = Spell-checking Description entries is a manual process only on WorkZone drag/drop profiling actions.
Anyone
Check
Extended
Name on Set Defaults
Yes
No longer applicable ... this setting has no effect.
Anyone
Version Control
Enable Versioning
Yes
• Yes = The Save As dialog opens for file save as actions taken with as yet un-versioned files or with most current file versions; this offers users the option to save the changed file as a new version.
• No = File versions cannot be created; every file profiled via save as is a new file.
Manager
Enable Subversions
Yes
• Yes = The Save As (subversion) dialog opens for file save as actions taken with previous file versions (i.e., a new file being created from any version before the current version.)
• No = File sub-versions cannot be created; any earlier version profiled via save as results in a new file.
Manager
Viewer Options
Double-Click
No
• Yes = Double-clicking on a file in Worldox opens the Viewer window.
• No = Double-clicking launches the file instead.
Anyone
Auto View
Yes
• Yes = With the Viewer window open for one file, double-clicking another file in the worklist load that next file in the same Viewer window.
• No = View window contents cannot be changed while that window is open.
Anyone
WorkZone
Load WorkZone
Yes
• Yes = The WorkZone icon appears on your desktop every time Worldox starts up.
• No = The WorkZone icon does not appear.
Anyone
Show Results on Multi-File Drop
Yes
• Yes = Users see a confirmation message after completing WorkZone - File Save forms on multiple files dragged/dropped to WorkZone.
• No = No confirmation message on drag/drop multiple files on WorkZone.
Anyone
Always on Top
Yes
• Yes = The WorkZone icon is always visible when Worldox is running; no matter what application you use, the icon is visible above that application window.
• No = The WorkZone icon can be hidden by placing focus on other application windows.
Anyone