About Worldox

Worldox is a document management solution that enables enterprises to access, organize and share documents across multiple devices. Professionals can utilize the search functionality to retrieve relevant information using various user-defined categories and share files with staff members through secure links.

Worldox allows organizations to collaborate on shared documents with clients and configure user's access permissions to print or share data using Digital Rights Management (DRM) tools. It lets managers secure outbound content by automatically removing sensitive comments or metadata and audit team members' activities to ensure compliance. Additionally, administrators can create tasks by adding due dates or assignee names and remind users about upcoming de...


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Supported Operating System(s):

Web browser (OS agnostic), Windows 8, Windows 10

38 Reviews of Worldox

Average User Ratings

Overall

4.21 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(20)

20

4 stars

(8)

8

3 stars

(9)

9

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 38 results

January 2019

Mandy from Financially in Tune

Verified Reviewer

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

January 2019

Organization at it's finest

We love Worldox and are always recommending it to other firms. It's easy to use and forces us to save files correctly!

Pros

This program has forced our business to become more organized and centralized. We can now all find the documents we need. There are many different ways to search for a document so if you can't find what you are looking for because it was mis-filed you can still find it another way and re-file it.

Cons

When calling customer service you need to leave a message for them to call back instead of speaking with someone right away. This doesn't always work well if you have an issue that needs to be taken care of right away.

February 2018

Daniel from Hughes Socol Piers Resnick & Dym Ltd.

Verified Reviewer

Company Size: 51-200 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

4.0

Customer support

3.0

Functionality

5.0

February 2018

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

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.

December 2018

Kathy from Lexbe

Company Size: 11-50 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Functionality

3.0

December 2018

Overall a useful document management system

I used Worldox as a document management system and overall, had a good experience with it. It does require that you are meticulous in the way you name your documents so it's easier to find them using the search function, but so long as you do that, you should have no problems.

Pros

The search function proved very useful when using Worldox. The ability to narrow a search down to a certain parent folder or subfolder and/or use a search term in the title or name field was helpful. I used the search function almost daily.

Cons

The major con we encountered was the inability to customize subfolders for only certain clients. If a subfolder was added for one client, it's added for all clients across the system. Coming from a system when you can add multiple subfolders and customize folders as you'd like for each client, it was difficult to adjust to a uniform system for all clients. There are pros and cons to this. Pros being that all subfolders are the same and uniform but the cons being that sometimes there is a need to create custom folders as there may be different issues in one case that aren't relevant in another. It required that we keep all subfolders fairly general so they're applicable to all clients and for this reason, we used the search function often to help us locate documents.

March 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

March 2019

Worldox is powerful but complex.

Pros

What I like most about this software is the power it has to manage large volumes of data within our network. It has also done a great job of continuing to provide timely updates that enhance the user experience.

Cons

What I like least about this software is its complexity. I have had users new to Worldox really take some time to get used to the processes Worldox requires. The categorization of documents also leaves a bit to be desired as far as sub-categorization is concerned.

June 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

June 2019

Worldox is the best

I think its pretty awesome. Very easy to use and great for a law firm and what we need to accomplish.

Pros

How easy it is to use and how much time it saves. It's a great software for people who have to use templates or form letters. It easily lets you copy a file and edit it under the new file. Its also great for recording emails and adding documents and attachments into emails.

Cons

Sometimes I dont like how it ALWAYS goes to worldocs when you need to upload a file into an email. Sometimes my files are on my desktop and not in worldocs, so in that case it takes me a couple extra steps but it's not really a problem, just a little bit extra time.