This month, we’ll go into how to create “shortcuts” to specific groups of documents – something we call “bookmarks”. Bookmarks allow you to quickly jump to a certain client, or project, or virtually any other group of documents that you can search for – without having to perform a search. Bookmarks can appear as buttons on the main Worldox screen, giving you instant access to the files you access frequently.
We’ll also show you how to control your “favorites” – how to add a file to the favorites list, and even how to remove one. We’ll talk about how to control what comes up when you open Worldox for the first time – this is usually favorites, but we’ll show you how to change this behavior.