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Running comparisons with files from Worldox and saving outputs to Worldox

  • Updated

Worldox is a desktop based document management system. This article will guide you on how to initiate comparisons by selecting documents from Worldox, and how to preserve these comparison exports as outputs within Worldox. This functionality is available from Draftable v2.15 onwards.

Please note: In order to use the features outline in this article, you must first:

  • Set up the Draftable Legal integration with Worldox by updating the.ini files 
  • Have enabled the Worldox integration in your Draftable Settings.

Selecting input files from Worldox to start a comparison

You can load files into Draftable from Worldox in by right click or by dragging and dropping the files from Worldox into Draftable. You can also load files from within Draftable by using the file selector menu.

Loading files from within Worldox via right click

  1. In Worldox, navigate to the file you wish to compare and select the file

  2. Right click the file and select Compare Files

  3. In the popup, where it says "Compare using" you should see Draftable Legal as the selected option from the drop down menu. If necessary you can browse Worldox to find the second file for comparison. If you selected a file with multiple versions (shown) the two most recent versions will be loaded in.

  4. Once you are ready to compare the files, select OK
  5. The files will load into Draftable and you can continue to run your comparison in Draftable by selecting the Comparison Type, Profile and pressing Compare 

Loading files from within Worldox via Drag & Drop

  1. Go to Worldox and navigate to the file you wish to compare
  2. Select the file and drag the file to Draftable (note, if the Draftable window isn't visible, you can drag the file to the Draftable icon on your Windows Start Bar and the Draftable New Comparison Window should appear)
  3. Once you drop the file into Draftable, it will be loaded. Repeat steps 1 & 2 for the second file you wish to compare. 

Load files from within Draftable via the New Comparison Window 

  1. Open the Draftable New Comparison Window, select 'Worldox'

  2. As the Draftable file navigation window opens, Worldox will open its file browsing UI and you will be able to navigate to and select (double click) the file you wish to load into Draftable.
  3. Once the file is selected it will load into Draftable.
  4. Repeat steps 1-2 for the second file and run your comparison. 

Saving comparison outputs to Worldox

  1. First, in the New Comparison Window ensure the "Redline in Draftable" Comparison Type has been selected



  2. After running a redline (.pdf) comparison, the Draftable Viewer will open. Click Save to Worldox on the Next Action Menu found on the right hand side of the Draftable Viewer.  This expands the submenu for saving to Worldox.
  3. In the expanded Save to Worldox menu, you will be able to select the filetype you wish to save (Redline (.pdf), Redline (.docx), Changed Pages Only (.pdf) or Tracked Changes (.docx)). 
  4. Select the file type you wish to save and a Worldox save dialog (pictured) will appear shortly after Draftable opens a save window. Enter the required metadata and select OK when ready to save as a new file. Note: you can save as a new version or related file via the same Worldox dialog. 

 

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