Microsoft Office QuickSave and Search

File and find documents quickly without leaving your office application. Click the green Worldox QuickSaveThe new QuickSave option automatically profiles content for users with the click of a button from Microsoft Excel, Word and Adobe Reader applications. It enables you to save a file into Worldox and base all profile information upon a pre-defined Quick Profile template. As a result, your file is stored into Worldox immediately, but you can change the profile data for it at a later time if necessary. This feature is helpful in certain scenarios. For example, you might need to save a file for a new client who does not yet have Client ID assigned to them. button in Word, Excel or Adobe Reader to save a file into Worldox. You can add profile information at a later time.

The following shows the QuickSave button on the Microsoft Quick Access bar in Word.

The following shows the QuickSave button on Adobe Reader's Extended tab.