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2.3. Integration with Worldox

Background

Worldox is a popular document management system with which we have built out special integration points.

Integration

 

Resolution of document descriptions based on Worldox doc ids

if you attach a file from Worldox to Attach Plus, Attach Plus will automatically resolve the doc id of the file to it's Worldox description/extended name

Resolution of Worldox WDL files to meaningful names

If you are sending a file as an internal Worldox link (WDL file), and the WDL contains only a single file, Attach Plus will automatically name the attachment with the Worldox description of that file, instead of the default "1 File(s)" description that Worldox sends.

Integration with Worldox file Save As and File Selection dialogs

Attach Plus version 2.2.14.29 or higher

If Worldox is running, Attach Plus will automatically use Worldox SDK integration to present a file selection dialog during paperclip integration, and the Worldox Save As dialog when printing to the Attach Plus - Save & Email PDF printer

Attach Plus version prior to 2.2.14.29

The following hook definitions can be used to enable file section and file save integration.

Note: we do not support these hooks - you should work with your Worldox reseller to configure integration or resolve any issues related to Worldox integration

WDUser32.ini

[AttachPlus!Attach Files]
Active_Trigger=1
ModuleName=attachplus
ApplicationClass=#32770
PopupClass=#32770
PopupTitle=Attach Plus - Select File*
Process_Type=1
MessageID=71

[AttachPlus!Save PDF]
Active_Trigger=1
ModuleName=ATTACHPLUS
ApplicationClass=AttachPlusSave
PopupClass=#32770
PopupTitle=Save As
Process_Type=2
MessageID=71

 

WDUser.ini

[AttachPlus!Attach Files]
ApplicationName=Attach Plus
Title=Attach Plus - Attach
Macro=&n\vf\t&a
AfterPath=\n\w\w\w
CancelMacro=\c
MaxLen=4096
TestIfOpen=0
NotForEdit=0
Attach=1
Quotes=1
PlayBackHook=0

[AttachPlus!Attach Files Loop]
MaxFiles=9

[AttachPlus!Save PDF]
ApplicationName=Attach Plus
Title=Attach Plus - Save PDF
Macro=&n\vf\t&s
CancelMacro=\c
DefaultExt=pdf
PlayBackHook=0

 

If you use an email client other than Microsoft Outlook

The following changes are required if you use an email client that doesn't support Extended MAPI (GoldMine, WindowsMail, etc...).

In your firm's worldox.ini file, locate the [Email] section (add it if it doesn't exist), and set the following values (this is OK to set, even though you don't use Microsoft Outlook - it tricks Worldox into working properly):

MAPISendMail=1
ClientEx=Microsoft Outlook