Quick Profiles are save-templates that you can store and use for future saving that will automatically fill-in the desired fields for quicker saving. It is very useful if you find yourself saving a document with similar profile information on a regular basis. For example, you constantly save pleadings or correspondence into a very active litigation matter.
To create a quick profile, open a new Word document and hit Save or Save As. Worldox responds by opening a File Save profile form. Next, click Quick Profiles Tab and select the + (Add) button.
Fill in the desired profile information (i.e., client, matter, doctype, author, etc.). Then name the quick profile in the Quick Profile Name field and save.