Worldox: Creating and Bookmarking a Project

1. At the bottom of the Worldox window, click on the “Project” tab.

2. Drag and drop documents into this Project window. It will stay open as you

run searches and navigate to other cabinet

3. Once you’ve added all documents, press “Save As” (1), then profile the

document (2 and 3).

4. This will create the project. After the save is complete, you can press close

(below the number “1” in the picture above.

5. Next were going to access the project: Locate the project any way you want;

Favorites, Recent Projects, Direct Access, Search.

6. Once you’ve accessed the project, it should show you a project folder and

the documents. See below, first arrow points to project name/location. The

second points to sample documents.

7. Next, we want to bookmark the project. Start by clicking on “Bookmarks” at

the top of the screen. Then click “+Add This List”. (Note there are other ways

to create a bookmark)

8. Finally, bookmark the project by naming the bookmark and pressing “Save”.

Make sure the “Pin to Button Bar” is checked so you can find it easily

9. You will see the bookmark, if pinned to button bar, in this relative area.