World Software

Worldox

4.5 / 5 24 reviews


Average Ratings

24 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • World Software
  • www.worldox.com
  • Founded 1988
  • United States

About Worldox

Enterprise-capable document management system with document profiles, full-text searching and collaboration.


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Worldox Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control

Worldox Reviews Recently Reviewed!


Innovative, easy-to-use program for every type of level

Apr 24, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: This software is extremely helpful while working in the legal field. All of our cases, files, documents are all within the Worldox system by our numbering system, which makes it extremely easy to search for the exact document that you would need. Although there are a lot of features, it is easy to maneuver around the software in terms of searching for specifics. I like Worldox because I can specify what TYPE of document I am saving, i.e. preservation, pleading, etc. Worldox recently upgraded and the software is modernized in a way that makes it easy for a beginner to use. Also, if you forget your client number, the software will automatically pick up from their database if you type in the client's names.

Cons: Although this software definitely has more pros than cons, I do believe that there is a lot of the software I am missing out on, even though I have been properly trained even after a few years of using it. There are so many features that I do not know of, and would love to know for future reference.

Overall: This software helps to place every type of document into one system that is easy to use and search for documents. It helps because it puts all of our documents into one shared system that everyone has access to and can make changes.

Truly the least intuitive program I've ever used to sort files

May 08, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
2 / 5
Customer Support
1 / 5
Value for Money

Pros: The fact that I can use it with so many people is really nice. I'm really sorry but I don't have too many pros as I completely hate the software.

Cons: Everything. I don't even know where to begin. This software looks like it was made in 1985 and it doesn't function much faster than a snail. It has preset configurations and it 100% drives me crazy. I just learned from my boss the other day that apparently if you haven't used a button in a while, it just GOES AWAY. How does a button just GO AWAY. Every time you try to make a decision it makes you verify it a second time, which is absolutely just a time waster. It is horrible at sorting and anytime I try to run a query it just isn't able to find the files I want. When I'm saving things from my computer it works maybe half the time. Absolutely the worst program I've ever used, wouldn't recommend it to anyone.

Overall: None

Capterra-loader

Best and only document management system our firm has ever had. Normally very reliable.

Feb 16, 2018
4/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: The software allows for text in file searches that are incredible at finding hard to find documents for end users. It also gives them easy preview options so that they can sift through big volumes of search results quickly.

Cons: The software's updates are almost always a disaster to perform and until their last update to the indexer it had been a constant issue for us where it would crash and need to be re-started. I also think they continue to make their software more and more user-friendly over the years, however it remains far from intuitive for most users.

Worldox is a great document management software

Apr 20, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use, the integration into other software we use. Great customer support.

Cons: There isn't much I don't like about this software. It meets our needs and then some!

Overall: We've been using Worldox for years and it keeps getting better with each upgrade. It allows us to manage our files better as well as make the data accessible when the user is out of the office. The built in auditing function works great and you can customize the look and layout overall. I don't know what we'd do without Worldox!

Recommendations to other buyers: Think out your folders and saving methods and communicate to your users. The training on shortcuts and tips is very worthwhile and can save a bunch of time.

Capterra-loader

Out of Date Software

May 04, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Worldox is easy to learn as far as the most basic functions are concerned: creating and saving a fee, client lookup, etc. I also like and often use the timer function when I am working on a single project for a lengthy period of time.

Cons: Worldox is outdated. While other softwares in this genre offer mobile apps and seamless integration across devices, Worldox remains stagnant and clunky. The interface looks like a 90's era product and it's just not enjoyable to use.

Overall: Accurate timekeeping.

Worldox, a Pure Document Management System

Sep 03, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Worldox is tremendously easy to use for its intended purpose. It is intuitive and flexible. Searching the indexed documents is easy and reliable. Training is recommended so that the user can best leverage this powerful tool to support a business or law practice.

Cons: Some of the advanced security settings can become confusing. Active Directory integration is very useful, I have found the Ethical Walls setup to be a bit confusing and does require a firm understanding. File security is, after all, extremely important in a client server/domain environment.

Overall: I have used and supported businesses (mostly law firms) in their use of Worldox for many years. Initially I was a bit overwhelmed, having not ever seen or used a DMS (Document Management System), nor been trained. I learned the product and soon offered end user training. I found the Worldox support team to be very knowledgeable and effective, but - as they have grown considerably over the years - and added to their team, I have found some of the 'junior' techs to be a bit 'green' when it comes to their knowledge or familiarity. To get the most out of this software, I strongly encourage that business owners provide end user training to their teams. I am often surprised that many of the time-saving features and shortcuts are not known or used. I do recommend Worldox.

I love the easy file storage system and document identification feature

Jun 14, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I love the easy file storage system and document identification feature. I like how the favorite file features is set up and the easy it is to copy and move files.

Cons: The appearance of the software could be more appealing or integrate more customization features for the user. With the updates our text in file search feature changed and it was more useful to us as it was on the prior version. It would be good to have a more user friendly side menu.

Love it

May 01, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The integration between it and outlook is not mandatory, so you can operate in/from it in a separate window, unlike certain other platforms like FileSite. I like that you can open several searches at once, choose between several viewing options, and the automatic OCR that it runs.

Cons: I wish the window structure would automatically resize/preserve its structure when you resize the window.

Great Document Management System

Sep 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use, options for locating files, search capabilities, latest version has fewer problems than previous versions.

Cons: Not many issues we found. Seemed to integrate well with few problems and employees caught on quickly.

Overall: Document management in a legal setting is very important. Attorneys expect documents at their fingertips and in this day of "paperless" offices, this is a very important program and works great.

Love this software

Apr 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I absolutely love Worldox. It is like having a google search for your documents. I love that you can add multiple filters to every document. It makes searching so easy! Whether you are doing a general search for a type of document or a narrow search for an exact document Worldox makes it very simple.

Cons: I have nothing bad to say about Worldox. They even go as far to keep deleted documents for a certain amount of time that way if someone in the network accidentally deletes something you an go back and retrieve it.

We are an entertainment law firm and we use the software to file and store client files.

Jul 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the ability to seamlessly drop and drag emails into digital files. I also like that I can select several items and move and/or copy them at one time.

Cons: I don't like that you can't organize items within a file manually by dragging them up or down the list view in a file.

Overall: The ability to file and organize files digitally and the ability to find things using key word searches.

Feature-rich, easy to use, easy to implement, stable product.

Feb 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is easy to implement, even for a firm with no prior document management system. The integration with other software is usually seamless. Worldox support is very responsive.

Cons: It would be nice to be able to find more technical information on the website knowledge base, especially some trouble-shooting tips or FAQs.

Overall: Organization.

Love this system, it is easy to find documents you have already done and searching is so easy also

Mar 22, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Trying to find a document is the easier I have found and using a document number it puts on your documents makes it even easier. I use this every day and I wouldn't go without it. The storage space is also very large.

Cons: I haven't found anything that I dislike about this system. I am always learning new ways to find my documents.

Not a great product. Although its been described as top-of-the-line, the interface is antiquated.

Jan 09, 2018
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: The product does work, it just makes you work and does little to nothing to personalize or simplify use.

Cons: The multiple steps that are necessary to enter a new document. Even for upload of a simple document, you need to select multiple categories, which takes a great deal of time.

Overall: It does work, it's just clunky.

A little cumbersome and difficult to learn

Jan 09, 2017
4/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality

Comments: I find Worldox to be quite challenging to learn. The interface is not what I would consider intuitive. They have rolled out some updates that improved things, for sure, but overall, it requires a significant effort and time commitment to learn how to use this software effectively. I've been using it for over a year now on a daily basis and still do not know all of the functionalities. There seem to be several different ways to access the same thing, which can be confusing. As a general matter, the quality seems to be good. I rarely have trouble retrieving a document once I know how to get to it and I have never had a document lost. I occasionally get locked out of the program because it tends to freeze but I imagine that is normal for something managing so many documents at once. I do really like the following features: "Versions" - you can create various versions of the same document which is much better than just saving entirely new documents and cluttering up the file. "Comments" - I really like that you can add comments below the file name that only internal users can see. The "lock out" feature - if a document is open by another user, all other users are locked out. This can be annoying if someone forgets that they have a document open, but overall it is useful to know when someone else is working on the document to avoid overlapping edits. If the interface could be made a little more intuitive or easy to use, I would be more likely to highly recommend this product.

Best document management software out there

Jun 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the ease of using this product to keep our client files organized and with the cloud based product you can access your information anywhere

Cons: Sometimes it crashes or updates the files at the end of the delay causing interruptions in your work

My Review of Worldox

Feb 02, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I love that I can save e-mails directly from outlook into Worldox. I also like that I can create multiple matters in file.

Cons: That our indexer goes down daily. The software also takes a few minutes to open when you first launch the software.

We have used Worldox since 2003 with relative success

Jun 12, 2017
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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Pros: Does an excellent job of capturing our firm's documents' metadata. Does an excellent job of streamlining the profile process.

Cons: We have had problems with slowness in retrieving documents since we added encryption to our document servers.

It is powerful but lacks some necessary ease of use

Jan 18, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like the power of the various options provided including the version ability and built in comparison feature

Cons: I don't like how hard it is to organize files, and it is annoying that it autorides saving of every file.

I think Worldox is fantastic software! It allows everyone to work cohesively as a team!

Jul 02, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to search for certain documents based on doc type, name, or specifically searched words that are in the text. When you work in a firm with massive amount of documents it is essential to have a program that assist in looking up those documents or storing them safely in a location that can be accessed from anywhere.

Cons: The loading speed and the techincal crashes/glitches at times that cause me to have to restart my Worldox software or my computer itself.

Overall: The benefit of peace of mind.

Search capabilities are amazing.

Jun 12, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Logical storage and search capabilities are great. I can always find what I am looking for in a matter of minutes.

Cons: The indexer gets stuck on a regular basis and we have to have IT reset it. It would also be nice if the submatters were listed in the matter tree along with the base matters.

Overall: Organization of documents.

Not user friendly or requires training

Jun 13, 2018
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: It does what it is supposed to do and saves documents to a general system. But my office finds it hard to search.

Cons: This software does not seem organized. Compared to other software options that enable documents to be sorted by folders or issues, this seems more like a document dump. It can make it hard to find a specific document.

Great documentation system for law firms

Mar 15, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Gives a large amount of details to be able to put into a file for both filing groups and individual documents. System is a bit complicated to administer but they have a fantastic help desk that is usually very quick to respond and is able to fix the issues on the first call, more times than not. Overall a great solution for firms.

Cons: Can sometimes get convoluted and with the system naming all files with a number scheme, it can sometimes be hard to find the location as an administrator, if you do not have the file path readily available

Overall: Great options for filing and fantastic tech support

Worldox Review

Jan 05, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money

Comments: I have found the software to be relatively easy to use. Sometimes saving documents to folders was a little less intuitive than I thought it could have been. I never spoke with customer support and therefore did not rate it.