World Software

Worldox

4 / 5 6 reviews


Average Ratings

6 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • 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

  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Compliance Management
  • Document Assembly
  • Document Conversion
  • Document Delivery
  • Document Indexing
  • Electronic Signature
  • Email Management
  • Forms Management
  • Full Text Search
  • OCR
  • Print Management
  • Version Control

Worldox Reviews Recently Reviewed!

Worldox was very user friendly

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

Pros: Worldox reminds me a lot of search through google. It was very easy to navigate and allowed many different ways to search for documents. I appreciate the diverse ways to search since it fits many personal styles of searching.

Cons: I wish Worldox had a contact list available. It would be even better if they provided an option to bill time and store client/ attorney contact information within the program. When using Worldox for a document management program you have to buy another practice management program like Amicus.

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.

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.

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.

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.

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.