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Worldox

Score8.7 out of 10

13 Reviews and Ratings

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What is Worldox?

Worldox GX4 is a document management software offering from World Software Corporation. It includes features such as document and email management solution and managing, sharing, and accessing digital content across media.

Categories & Use Cases

Reviews

What users are saying about Worldox.
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Worldox is Top Tier Document Management

Incentivized
Shanna KostopulosView profile
Paralegal in Legal at Miller Law Firm (1-10 employees employees)

Use Cases and Deployment Scope

Our company uses Worldox to draft, review, revise, and redline various types of word documents. We also use Worldox to store scanned documents and other files and documentation. Our Worldox program is set up so that we can remote into it through a secure VPN and work on any document or file at any time. Since Worldox allows you to save versions of files and documents, you can see all changes made with date and timestamps and they can be saved very easily.

Pros

  • Red lining documents
  • Saving different versions of documents

Cons

  • I would like to see Worldox offer the capability to save different types of photo files
  • Offer the capability to save videos to Worldox
  • Offer the capability to edit photos and videos inside of Worldox

Return on Investment

  • Less errors in documents and files which equates to time saved in correcting errors or redoing documents and files
  • Increased productivity from staff
  • The ability to see if something was done right or wrong without approaching the individual who may have created the document or made an edit to it.

Usability

Alternatives Considered

Google Workspace

Other Software Used

Fujitsu ScanSnap, Evernote

Worldox is the Premiere word processing program

Incentivized
Tara Crosby
Paralegal Investigator in Legal at Boyd & Jenerette (51-200 employees employees)

Pros

  • Saving and re-naming documents
  • Ease of navigation throughout a file
  • Searching for documents within a file is a breeze

Cons

  • Changing folders within a file sometimes take a bit of time to perform
  • Doesn't always bring up all sub-folders

Alternatives Considered

Suggestion Keyword Finder

Other Software Used

DPS Outlook Office, Kofax Power PDF (formerly Nuance Power PDF), Dialpad Talk

Worldox - a great document management solution for any company

Derek SchroederView profile
Service Manager in Information Technology at Accellis Technology Group (11-50 employees employees)

Pros

  • Forced structure via hooking into every day applications and producing Worldox Open and Save constructs versus the standard application Open and Save menus.
  • Extreme customization options including cabinets, folders, and document types.
  • The indexing system is very useful for locating documents by name, body, date, etc.

Cons

  • Because of its level of integration with applications, this can sometimes have technical issues or software compatibility complications.
  • Standard Worldox does not have built-in remote access. A separate software construct is required to setup a Worldox web client, which more or less involves "checking out" files versus working on them remotely. Enterprise Worldox is required for true online collaboration and remote access.
  • The software will have strange bugs and behavior from time to time. There are frequent smaller updates to patch code along with eventual large updates (GX 3, GX 4, etc.).

Return on Investment

  • Greatly improved productivity for users via searching, favorites, and forced organization.
  • Versioning and document preview can also improve productivity versus opening individual files.
  • Can require a "revolutionary" change in the workflow as the application's Open and Save prompts are radically different than normal application usage.

Alternatives Considered

NetDocuments, iManage Work, SOHODOX and IBM Watson Content Analytics

Other Software Used

NetDocuments, IBM Watson Content Analytics, iManage Work, SOHODOX

Docs for joy!

Incentivized
Jonathan MasonView profile
Senior Paralegal in Legal at David Feldman Worldwide (11-50 employees employees)

Pros

  • Document cataloging
  • Legal document management
  • Document version control

Cons

  • Graphic user interface
  • Customer service
  • Mobile app support

Return on Investment

  • Reduction in time for document retrieval
  • Security and client satisfaction
  • Ease of use for old and new employees alike

Alternatives Considered

hot docs

Other Software Used

8x8 Virtual Office Enterprise Suite, Cisco VoIP PBX, SalesOutlook CRM

Worldox GX4 Review

Incentivized
Verified User
Director in Information Technology (11-50 employees employees)

Pros

  • Ability to find documents
  • Keeping multiple versions of the same document
  • Ethical walls (to prevent conflict of interest)

Cons

  • Cloud product is a little lacking
  • Little bit of learning curve out of the box
  • For a larger organization, may need to dedicate a resource to manage the program

Return on Investment

  • Lots of time saved (no more losing documents)
  • All files in one location, resulting in easier backups
  • Ethical firewalls, ideal for law firms

Alternatives Considered

NetDocuments

Other Software Used

NetDocuments, Clio, AbacusLaw