If you want to reprofile multiple documents in Worldox, you just:
- Select Them
- Click Edit Profile
- Re Profile
This same method will not work for categories in Worldox. If you try and select multiple documents and assign them to a Category, it will not work.
In the example above, only the first document (Adoption Placement Agreement) would be assigned to the Category. So how do I assign all five of those documents to the same category at once?
Step 1: Right Click on the Categories Column in Worldox
Step 2: Choose Select a Category and assign one.
Now all five documents have been assigned a category.
For this to work, you must have the Categories Column header in your view. Right Click over the column header to add it.