Name: Worldox
Rating: 8.5 (13 reviews)
Author: NetDocuments

Help Desk

Web and Video Conferencing

Customer Support

Software Repositories

WebOps

Development

Academic Advising

Classroom Management

School Management

Education

Business Intelligence (BI)

Collaboration

Visual Collaboration

Workspace Planning

Enterprise

Accounting

Payment Orchestration

Finance and Accounting

Applicant Tracking

Contractor Management

Corporate Learning Management

Corporate Wellness

Employee Engagement

Employee Monitoring

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Archiving

Browser

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Converged Infrastructure

Data Center Outsourcing (Europe)

Data Masking

Fraud Detection

Integration Platform as a Service (iPaaS)

Master Data Management (MDM)

Network Performance Monitoring

Network Security

NoSQL Databases

Office Migration and Repair

Operating Systems

SOA Governance

Single Sign-On

Web Access Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Computer-Assisted Translation

Content Management

Creative Collaboration

Cross-Channel Campaign Management

Email Marketing

Gamification

Grant Management Software

Local Listing Management

Marketing Automation

Social Media Customer Service

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Computing Security

File Integrity Monitoring

Security

3D Modeling

Assisted Living

Equipment Rental

Jail Management

Membership Management

Military and Defense

Municipal

Nonprofit CRM

Utilities

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

NetDocuments

Tungsten Power PDF

Tungsten Automation (formerly Kofax)

iManage Work

iManage

Microsoft SharePoint

Microsoft

FileHold Document Management

FileHold Systems Inc

Laserfiche

M‑Files

Adobe Acrobat

Adobe

Litera Draft

Litera

DocuWare

### Document Storage and Organization
Users consistently highlight Worldox's document storage and organization as a key strength of the platform. They appreciate the centralized system that allows for easy access to files and efficient sharing among colleagues. Despite some minor issues like occasional duplication of files and the need for proper tagging and categorization, users find Worldox's document storage and organization features to be reliable and beneficial for enhancing productivity within their organizations.

### File Sharing and Collaboration
Users appreciate Worldox for its ability to centralize all case files in one database, making it convenient for sharing and organizing documents within the firm securely. The platform's secure sharing features and end-to-end encryption are highlighted as beneficial for collaborating on documents with team members. Additionally, the ease of sharing documents and the portability of important files are noted as valuable aspects of Worldox's file sharing and collaboration capabilities.

### Search and Retrieval Capabilities
Users generally appreciate Worldox's efficient document search and retrieval features. The ability to search within documents using just a word or phrase is particularly praised, making it easy to locate specific information quickly. Some users find the search engine to be intuitive and effective, allowing for precise file retrieval based on various criteria such as creator, time range, and document type. However, there are mixed opinions regarding the ease of searching at times, with some users encountering challenges in locating specific documents. Additionally, the constant prompting to use Worldox when adding attachments can be seen as a drawback for certain tasks that require accessing external sources.

### Editing and Version Control
Some users appreciate Worldox's ability to save multiple versions of documents and its reliable performance in facilitating collaboration on various files. However, others express concerns about the platform's limitations in editing text and its lack of advanced cloud-based features. The mixed feedback suggests that while Worldox offers some useful editing and version control tools, there are areas where users feel improvements could enhance their experience.

### Security and Encryption
Reviewers consistently praise Worldox for its robust security and encryption capabilities, highlighting features such as secure sharing, end-to-end encryption, and easy document collaboration. Users find comfort in the secure storage of their documents and the ability to access them from any device, emphasizing the convenience and peace of mind that come with Worldox's encryption protocols. The general sentiment leans towards a positive outlook on Worldox's security and encryption functionalities, with users valuing the platform's commitment to safeguarding their sensitive information.

Well-Designed Interface: Many users have praised the product's user interface for being well-designed and intuitive. They have found it easy to navigate and complete tasks quickly, indicating that the interface is user-friendly and efficient in facilitating their workflow.

Positive Customer Support: Several reviewers mentioned that they had a positive experience with the company's customer support. They found the assistance provided by the support team to be helpful when seeking help or resolving issues related to the product. This suggests that the company is responsive and attentive to its customers' needs, enhancing the overall user experience.

Seamless User Experience: The positive feedback about the user interface and customer support indicates that the product offers a seamless user experience. Users appreciate the usability of the interface, which allows them to easily navigate and complete tasks efficiently. Additionally, having access to reliable customer support enhances their satisfaction with using the product.

Users of Worldox have made several recommendations based on their experiences with the software. The three most common recommendations are as follows:

1) Comparing Worldox to other cloud services like Evernote, OneDrive, and Google Drive is recommended. This allows businesses to evaluate different options before making a decision.

2) Utilizing the support provided by Worldox or their vendor team for installation and training is advised. Seeking assistance with installation and training can ensure effective utilization of the software's features.

3) It is recommended to invest time in thoroughly understanding all the features offered by Worldox. Users believe that taking the time to explore and learn about these features will lead to more optimal use of the software and better document management for the firm.

Users have reported that this software product effectively manages customer relationships by keeping track of interactions, communications, and sales opportunities. It allows users to access and update customer information easily, enabling personalized and timely support. The software streamlines project management tasks, allowing users to assign tasks, set deadlines, and track progress for improved organization and on-time project completion.

Customers find the software valuable for team collaboration as it provides a centralized platform for sharing files, exchanging feedback, and coordinating efforts. This enhances efficiency and productivity among team members. Reviewers have praised the product's robust reporting and analytics capabilities, providing valuable insights into business performance. Users can make data-driven decisions by tracking key metrics and visualizing data through customizable reports.

The software's email marketing features are highly useful for creating targeted campaigns, tracking engagement, and measuring effectiveness. Businesses can optimize communication strategies and improve customer engagement accordingly. Users appreciate the intuitive user interface and ease of use regardless of their technical expertise level. They also commend the customization options available to tailor the software to specific business needs and workflows.

Additionally, the reliable and convenient mobile app enables users to access important information and perform tasks on the go, enhancing flexibility in managing operations. Users have reported that integration with other tools and platforms streamlines workflow and improves productivity. The promptness and helpfulness of the support team in resolving issues or inquiries have added value to the software's customer support services.

Confusing and unintuitive user interface: Many users have expressed frustration with the software's confusing and unintuitive user interface. They have found it difficult to navigate and perform tasks efficiently, resulting in a steep learning curve and hindered productivity. Some reviewers mentioned that the UI lacked clear instructions and visual cues, making it challenging to understand how to utilize its features effectively.

Poorly designed and complicated UI: Several reviewers have noted that the software's user interface is poorly designed and complicated. They find it hard to complete tasks quickly and efficiently due to the cluttered layout, which makes it difficult to locate specific features. The lack of an intuitive design has caused confusion and wasted time for these users.

Lack of clear instructions: A common complaint among users is the lack of clear instructions provided by the software. Reviewers have struggled to find specific functions due to the complex and convoluted user interface, leading to frustration and wasted time. Some users have had to spend a considerable amount of time trying to figure out how to perform simple tasks, as the software does not provide sufficient guidance or intuitive cues.

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.

Power PDF Advanced

Power PDF Standard

Power PDF for Mac

Power PDF Business

Google Drive is a cloud file storage, synchronization, and collaboration platform and service, that features Google Docs, Sheets, and Slides for document editing and presentation.

Basic

Business

Google Drive

Worldox

Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

Document Management

Likelihood to Recommend

Suggestion Keyword Finder

Dialpad Connect

Access Legal

Paralegal Investigator

Worldox GX4 2020-12-11 10:46:58

OpenText TeamSite

IBM Watson Content Analytics

SOHODOX

IBM Watson Analytics, now Cognos Analytics

Service Manager

Worldox GX4 2018-03-29 15:00:59

8x8 Work

SalesOutlook CRM

Cisco VoIP PBX (discontinued)

8x8 Contact Center

8x8 Virtual Office Enterprise Suite Unpublished

Senior Paralegal

Worldox GX4 2017-12-12 09:23:39

Clio

AbacusLaw by CARET

Worldox GX4 2018-03-17 09:41:48

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Technical issues

Mobile app

Remote access

App support

Web client

Cloud product

Graphic user

Online collaboration

Little lacking

User interface

Customization options

Document types

Ease of navigation

Document management

Version control

Find documents

Multiple versions

Home

Document Management Systems

The entire firm utilizes Worldox GX4. It is our "word processing" software. It is simple to navigate and easy for all to access. Switching from file to file is a breeze and it is easy to make a short-cut for frequently used files.

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

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

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

Worldox is in use by my organization and many of my clients as a document management system. It organizes documents in extremely customizable containers and categories. The software works with cabinets and further specifies with multiple levels of categories and document types. Worldox also forces this structure by integrating with all basic applications including Office, Adobe, and browsers.

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.

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.).

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.

NetDocuments, iManage Work, SOHODOX and IBM Watson Content Analytics

NetDocuments, IBM Watson Content Analytics, iManage Work, SOHODOX

Brilliant product for organizing legal documents

Document cataloging
Legal document management
Document version control

Graphic user interface
Customer service
Mobile app support

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

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

We use Worldox GX4 for our company's document management system. This software is very legal specific, however many other industries could benefit from its use, as it is highly customizable. With Worldox GX4 any/all documents and emails need to be profiled so that they can be easily searched/retrieved by other users in the organization.

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

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

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

Worldox

Overview

What is Worldox?