Inserting Files from Worldox into Non-integrated Applications

When using Worldox with an integrated application, the system will automatically open Worldox for file selection when opening or saving a file within an integrated application.   However, there are times when the application requesting a file is not integrated with Worldox and you will receive a file prompt instead of the familiar Worldox interface.  Not to worry, there is an easy solution to this!

two possible solutions

Solution 1:  Ask your Worldox integrator to make it so that the application is integrated if this is something that you will do often for business.   Worldox integrates with over 100 applications but integration is not turned on for all of them at once.   Typically, integration is turned on for Office Documents, Browsers, PDF software and PC Law.

Solution 2:  As an end user of Worldox, you can solve this problem on your own.  Here is how:

  1. Right click on the file to be inserted into the non integrated application from within Worldox.
  2. Select the item Copy Location to Clipboard.
  3. Go to the application requesting the file and Paste the information in the clipboard to it.  Typically this will look like M:Client0000534OPS0044509.VSDX or something similar.   This is the path to the file in the Worldox database.
  4. Choose OK to upload your file!

Both solutions will enable non integrated applications to access files within Worldox.  Enjoy!

If you are looking for certified Worldox technicians to enhance or make changes to your Worldox environment, call us now at 647.426.1004.

Charles Bennett is the Principal Consultant at Triella.  We are a technology consulting company specializing in providing technology audits, planning advice, project management and other CIO-related services to small and medium-sized firms. Charles can be reached at 647.426.1004. For additional articles, go to our blog page. Triella is a VMware Professional Partner, Microsoft Certified Partner, Citrix Solution Advisor – Silver, Dell Preferred Partner, Authorized Worldox Reseller and a Webroot Reseller.

© 2020 by Triella Corp. All rights reserved. Reproduction with credit is permitted.

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