How do I copy records to/from a CD?

Since our applications are hosted on the cloud, they don’t “talk” to the computer directly.  Therefore, you can’t copy documents straight from Worldox onto a CD.  But have no fear – that’s what “Local Scans” is for.  The Local Scans bookmark in WD is the same place as the “Scans” folder on your computer. 

Therefore, if you want to copy something (ie medical records) to a CD, you first can send to local scans by highlighting the files, right clicking and selecting “send to Local Scans”.  Then you can open up File Explorer, navigate to the “Scans” folder on your computer and move them over to the CD as you normally would.  For copying records to WD from a CD, the same process is used, just in reverse.