About WORLDOX GX

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 deadline...
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WORLDOX GX User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

4

Showing 1 - 5 of 41 reviews

User Profile

Evan

Allcovered at Konica Minolta

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Information Technology and Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

5

Customer support

4

Functionality

5

Reviewed July 2021

Worldox Is a great DMS

Worldox is a robust DMS system that allows easy tracking and moving of documents

Pros

It easily imports new clients/matters from the directory structure, while allowing easy search and location of files

Cons

The indexer isn't always perfect and sometimes will crash without warning causing search issues, however simply restarting it makes it work.

Mark

Kotz Sangster Wysocki P.C.

Verified reviewer

Company size: 51-200 employees

Industry: Law Practice

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

5

Reviewed May 2021

Cutting Edge Software for the Modern Attorney

My overall experience has been a resoundingly positive one, and I would recommend Worldox over ATO or any other document storage software to law firms seeking a better platform worth the investment.

Pros

My favorite aspect / feature of Worldox is the built-in features you can add to other programs, such as Microsoft Word. For example, Worldox offers a drafting tool that helps young attorneys cut down on verbosity, which is incredibly helpful to utilize as part of their preliminary drafting process.

Cons

While, if asked, I wouldn't qualify this as a "drawback" or "negative" about Worldox, but as with any document storage software, its searching functionality could be improved.

Reasons for switching to WORLDOX GX

Better functionality

Kathy

Lexbe

Verified reviewer

Company size: 11-50 employees

Industry: Legal Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

3

Functionality

3

Reviewed 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.

User Profile

Mandy

Financially in Tune

Verified reviewer

Company size: 2-10 employees

Industry: Financial Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

5

Value for money

5

Customer support

4

Functionality

5

Reviewed 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.

User Profile

Daniel

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

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

2

Value for money

4

Customer support

3

Functionality

5

Reviewed 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.

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