You are here: Getting Started >Tools Tab

The Tools tab consists of tools that can be used to import or automate documents from other applications into Globodox. It also consists of tools that can be used to customize the Globodox interface as well as your Globodox account as per your needs.

 

 

Template Manager: Click this option to add, modify or delete a template.

Destination Profiles: Click this option to configure Globodox to save documents to a particular folder with preset indexing information like tags, document type, data fields etc. The profiles can be selected at the time of adding documents to Globodox without needing to enter destination details every time.

Import: Click this option to import indexing data and/or documents from any delimited text file to a Globodox DB

Export Configuration: Click this option to export the multi-user.gdx file.

Workflow Designer: Click this option to launch the Workflow Designer.

Workflow Monitor: Click this option to launch Workflow Monitor.

Email Capture: Click this option to configure Globodox to receive all emails from your email client and archive them.

Capture Folder: Click this option to configure Globodox to monitor a pre-specified folder on your network or hard drive. Every document added to that drive will immediately be added to Globodox.

 

 

 

 

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Page URL: https://www.globodox.com/support/help/index.htm?tools_tab.htm