Here is a quick tip on a Worldox feature you may have overlooked.
I often create a Word document, save it to Worldox, then use the Acrobat plugin for Word to create a PDF. When I do that, a new Worldox profile screen pops up. Invariably, the profile is exactly the same for the PDF so I fill it in and hit save.
This only takes a few seconds but I do this a lot and, some time ago, I realized there is a shortcut – Same Profile As. Clicking Same Profile As brings up a Worldox list of my Favorites. The document I just saved is almost always right at the top. I select the document and am prompted to use the Description, Full Profile, or Save As New Version. I pick Full Profile and my PDF is saved to same profile as the Word document it was created from.