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WORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
CREATING, MANAGING PROJECTS WORLDOX GX4 TEMPLATES Worldox GX4 Templates. Single_Style_Templates_for_Worldox_GX3_and_GX4. Worldox GX4 is shipped with a single integration template per application that integrates key features with Microsoft Office Word and Excel versions 2007, 2010, 2013 and 2016. The template only contains the features that are required for proper Worldox operation (for example, opening and saving files in Worldox). RESTORE DELETED FILES Restore deleted files. The Worldox Salvage bin is an optional feature which may be available at your site. When this feature is available, you see the Salvage Bin option in the File > Delete dialog.If you choose that option, the file being deleted is moved to the Salvage folder in Worldox rather than directly to the Windows Recycle bin.. Files deleted to the Salvage bin are retained temporarily. THE WORLDOX SALVAGE BIN The Salvage bin is a temporary location Worldox uses to store deleted files; this enables file restoration if so desired, similar to how the Recycle bin works in Windows. Tip: If you ever delete a file in error, the Salvage bin can prove useful. Depending on your user rights, you may be able to restore deleted files. CHANGING FONT SIZES IN WORLDOX Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. PRINTING OR EXPORTING WORLDOX RIBBON OPTIONS IN MICROSOFT WORD AND EXCEL The Searches tab provides the following options: • Search for the Doc ID or Name or Content. Type a Doc ID, file name or file’s contents in this field to launch Worldox directly from Word or Excel to find the file with the criteria you specify. • Same Profile toview a Worldox file
TECHSUPPORT.WORLDOX.COM To establish a remote session with your technician, please click the icon below. Please note that you must be speaking with a technician now before initiating the DOCUMENT MANAGEMENT MADE EASY Easy to use cloud-based document & email management software. Proven in over 6,000 organizations, Worldox is the best way find & use yourinformation
WORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
CREATING, MANAGING PROJECTS WORLDOX GX4 TEMPLATES Worldox GX4 Templates. Single_Style_Templates_for_Worldox_GX3_and_GX4. Worldox GX4 is shipped with a single integration template per application that integrates key features with Microsoft Office Word and Excel versions 2007, 2010, 2013 and 2016. The template only contains the features that are required for proper Worldox operation (for example, opening and saving files in Worldox). RESTORE DELETED FILES Restore deleted files. The Worldox Salvage bin is an optional feature which may be available at your site. When this feature is available, you see the Salvage Bin option in the File > Delete dialog.If you choose that option, the file being deleted is moved to the Salvage folder in Worldox rather than directly to the Windows Recycle bin.. Files deleted to the Salvage bin are retained temporarily. THE WORLDOX SALVAGE BIN The Salvage bin is a temporary location Worldox uses to store deleted files; this enables file restoration if so desired, similar to how the Recycle bin works in Windows. Tip: If you ever delete a file in error, the Salvage bin can prove useful. Depending on your user rights, you may be able to restore deleted files. CHANGING FONT SIZES IN WORLDOX Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. PRINTING OR EXPORTING WORLDOX RIBBON OPTIONS IN MICROSOFT WORD AND EXCEL The Searches tab provides the following options: • Search for the Doc ID or Name or Content. Type a Doc ID, file name or file’s contents in this field to launch Worldox directly from Word or Excel to find the file with the criteria you specify. • Same Profile toview a Worldox file
TECHSUPPORT.WORLDOX.COM To establish a remote session with your technician, please click the icon below. Please note that you must be speaking with a technician now before initiating the REMOTE DOCUMENT MANAGEMENT A single solution that provides remote access from any web browser. Our Worldox Web Agent brings the power of Worldox to remote PCs, enabling easy open and save. Our iOS app allows quick lookup of Worldox documents from anywhere. “Your Recent Work” dashboard provides quick access with just one click. File sharing options thatleverage your
SUPPORT - WORLDOX
Contacting Support. Direct Worldox support is available at no additional cost to any customer with a current maintenance contract. Call Support: (201) 444-3290 (weekdays, between 9:00am and 7:00pm Eastern U.S. time zone). After-hours support can be pre-arranged. WORLDOX GX4 TEMPLATES Worldox GX4 Templates. Single_Style_Templates_for_Worldox_GX3_and_GX4. Worldox GX4 is shipped with a single integration template per application that integrates key features with Microsoft Office Word and Excel versions 2007, 2010, 2013 and 2016. The template only contains the features that are required for proper Worldox operation (for example, opening and saving files in Worldox). MOBILE DOCUMENT MANAGEMENT Worldox for iOS has been updated to work with Worldox Web 3.0. Now you can get remote document management for iPhone and iPad. The updated app has new features and a redesigned user interface. Access your most essential documents while you’re on the go with the Worldox app on the iPad or iPhone! These exciting new apps feature: CREATING, MANAGING PROJECTS The Project document tab makes it easy to create and change projects in Worldox. Here's how it works. Use the left-side navigation panel, search or other tools to find the worklist you need. (This may be the first of several worklists you'll be accessing to create the project,or the only one.)
SECURING DOCUMENTS IN WORLDOX Securing documents in Worldox • Document security at a glance • Set document security • Change document security settings • Remove security from a file Document security at a glance. You can easily see which files on a worklist are protected. Note the green security symbols to the left of file listings: SETTING A PASSWORD TO ACCESS WORLDOX From the Worldox Edit menu, select Password. 2. The Edit > Password dialog appears. 3. Select Add Password. The Add Password – Access to Worldox dialog appears. 4. Enter a new password between 4 and 40 characters. Note: Try to enter a strong password using a combination of uppercase letters, numbers, spaces and/or punctuation.USING CATEGORIES
Categories are optional, but if you have them turned on you can create categories on the fly when saving or copying files. Use categories to set up groups of related documents within a folder. For example, you can use categories to group documents by status. You could create categories for drafts, review documents, approved documents, and other ADD FILES TO A PROJECT Add Files to a Project. A Project in Worldox is a set of associated documents. You can create projects by dragging and dropping individual files onto the Project tab (beneath work lists) or to the My Workspaces folder atop the left-side folder tree. Workspaces is a configurable zone at the top of the left-side Navigation Panel.COPY OR MOVE EMAIL
While viewing the Email tab, locate the message (s) you want to move. Highlight (select) the message (s) in the right-side list, then select Move to Worldox from the Email pull-down list. You could also click the Move to Worldox button in the toolbar, or right-click with message (s) highlighted and select Move to Worldox from the right-click menu. DOCUMENT MANAGEMENT MADE EASY Easy to use cloud-based document & email management software. Proven in over 6,000 organizations, Worldox is the best way find & use yourinformation
REMOTE DOCUMENT MANAGEMENT A single solution that provides remote access from any web browser. Our Worldox Web Agent brings the power of Worldox to remote PCs, enabling easy open and save. Our iOS app allows quick lookup of Worldox documents from anywhere. “Your Recent Work” dashboard provides quick access with just one click. File sharing options thatleverage your
WORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
SUPPORT - WORLDOX
Contacting Support. Direct Worldox support is available at no additional cost to any customer with a current maintenance contract. Call Support: (201) 444-3290 (weekdays, between 9:00am and 7:00pm Eastern U.S. time zone). After-hours support can be pre-arranged. MOBILE DOCUMENT MANAGEMENT Worldox for iOS has been updated to work with Worldox Web 3.0. Now you can get remote document management for iPhone and iPad. The updated app has new features and a redesigned user interface. Access your most essential documents while you’re on the go with the Worldox app on the iPad or iPhone! These exciting new apps feature:HOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. RESTORE DELETED FILES Restore deleted files. The Worldox Salvage bin is an optional feature which may be available at your site. When this feature is available, you see the Salvage Bin option in the File > Delete dialog.If you choose that option, the file being deleted is moved to the Salvage folder in Worldox rather than directly to the Windows Recycle bin.. Files deleted to the Salvage bin are retained temporarily. THE WORLDOX SALVAGE BIN The Salvage bin is a temporary location Worldox uses to store deleted files; this enables file restoration if so desired, similar to how the Recycle bin works in Windows. Tip: If you ever delete a file in error, the Salvage bin can prove useful. Depending on your user rights, you may be able to restore deleted files. PRINTING OR EXPORTING TECHSUPPORT.WORLDOX.COM To establish a remote session with your technician, please click the icon below. Please note that you must be speaking with a technician now before initiating the DOCUMENT MANAGEMENT MADE EASY Easy to use cloud-based document & email management software. Proven in over 6,000 organizations, Worldox is the best way find & use yourinformation
REMOTE DOCUMENT MANAGEMENT A single solution that provides remote access from any web browser. Our Worldox Web Agent brings the power of Worldox to remote PCs, enabling easy open and save. Our iOS app allows quick lookup of Worldox documents from anywhere. “Your Recent Work” dashboard provides quick access with just one click. File sharing options thatleverage your
WORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
SUPPORT - WORLDOX
Contacting Support. Direct Worldox support is available at no additional cost to any customer with a current maintenance contract. Call Support: (201) 444-3290 (weekdays, between 9:00am and 7:00pm Eastern U.S. time zone). After-hours support can be pre-arranged. MOBILE DOCUMENT MANAGEMENT Worldox for iOS has been updated to work with Worldox Web 3.0. Now you can get remote document management for iPhone and iPad. The updated app has new features and a redesigned user interface. Access your most essential documents while you’re on the go with the Worldox app on the iPad or iPhone! These exciting new apps feature:HOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. RESTORE DELETED FILES Restore deleted files. The Worldox Salvage bin is an optional feature which may be available at your site. When this feature is available, you see the Salvage Bin option in the File > Delete dialog.If you choose that option, the file being deleted is moved to the Salvage folder in Worldox rather than directly to the Windows Recycle bin.. Files deleted to the Salvage bin are retained temporarily. THE WORLDOX SALVAGE BIN The Salvage bin is a temporary location Worldox uses to store deleted files; this enables file restoration if so desired, similar to how the Recycle bin works in Windows. Tip: If you ever delete a file in error, the Salvage bin can prove useful. Depending on your user rights, you may be able to restore deleted files. PRINTING OR EXPORTING TECHSUPPORT.WORLDOX.COM To establish a remote session with your technician, please click the icon below. Please note that you must be speaking with a technician now before initiating the CLOUD DOCUMENT MANAGEMENT SOFTWARE It’s completely transparent. Worldox has long been a top cloud based DMS choice for legal and financial advisory firms, academic law departments, and industrial firms. It has a powerful feature set and a remarkably easy-to-use interface. Worldox Cloud offers all the convenience of Worldox via cloud deployment—quick and seamlessdocument
HOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. WORLDOX GX4 TEMPLATES Worldox GX4 Templates. Single_Style_Templates_for_Worldox_GX3_and_GX4. Worldox GX4 is shipped with a single integration template per application that integrates key features with Microsoft Office Word and Excel versions 2007, 2010, 2013 and 2016. The template only contains the features that are required for proper Worldox operation (for example, opening and saving files in Worldox).SEARCHING - WORLDOX
Note: If you are searching for documents or files, make sure the Email worklist tab (if there is one on your Worldox desktop) is not open. With the Email tab open, toolbar and Search pull-down menu choices relate only to email.. Find and select a search form or view. Search forms and views are: • Listed on the Search pull-down menu. • Listed in the Search Templates dialog, accessed by CREATING, MANAGING PROJECTS The Project document tab makes it easy to create and change projects in Worldox. Here's how it works. Use the left-side navigation panel, search or other tools to find the worklist you need. (This may be the first of several worklists you'll be accessing to create the project,or the only one.)
SAVE FILES - WORLDOX Tip: Saving a newly-created document in Word, Excel and other applications is one sure way to access Worldox.That automatically opens one or more Worldox dialogs so you can profile the file. The same thing happens when you use the Save As command. CHANGING FONT SIZES IN WORLDOX Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. WORLDOX RIBBON OPTIONS IN MICROSOFT WORD AND EXCEL The Searches tab provides the following options: • Search for the Doc ID or Name or Content. Type a Doc ID, file name or file’s contents in this field to launch Worldox directly from Word or Excel to find the file with the criteria you specify. • Same Profile toview a Worldox file
RESTORE DELETED FILES Restore deleted files. The Worldox Salvage bin is an optional feature which may be available at your site. When this feature is available, you see the Salvage Bin option in the File > Delete dialog.If you choose that option, the file being deleted is moved to the Salvage folder in Worldox rather than directly to the Windows Recycle bin.. Files deleted to the Salvage bin are retained temporarily. SETTING A PASSWORD TO ACCESS WORLDOX From the Worldox Edit menu, select Password. 2. The Edit > Password dialog appears. 3. Select Add Password. The Add Password – Access to Worldox dialog appears. 4. Enter a new password between 4 and 40 characters. Note: Try to enter a strong password using a combination of uppercase letters, numbers, spaces and/or punctuation. DOCUMENT MANAGEMENT MADE EASY Easy to use cloud-based document & email management software. Proven in over 6,000 organizations, Worldox is the best way find & use yourinformation
REMOTE DOCUMENT MANAGEMENT A single solution that provides remote access from any web browser. Our Worldox Web Agent brings the power of Worldox to remote PCs, enabling easy open and save. Our iOS app allows quick lookup of Worldox documents from anywhere. “Your Recent Work” dashboard provides quick access with just one click. File sharing options thatleverage your
WORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
SUPPORT - WORLDOX
Contacting Support. Direct Worldox support is available at no additional cost to any customer with a current maintenance contract. Call Support: (201) 444-3290 (weekdays, between 9:00am and 7:00pm Eastern U.S. time zone). After-hours support can be pre-arranged.SCANNING CONNECTORS
The Worldox Connector is offered as part of the Dispatcher® Phoenix family of automated document workflow products, which allows you to take advantage of additional advanced capture and processing features. Worldox users can scan, index, process and upload their files directly into Worldox—either at the MFP or via an automatedworkflow.
MOBILE DOCUMENT MANAGEMENT Worldox for iOS has been updated to work with Worldox Web 3.0. Now you can get remote document management for iPhone and iPad. The updated app has new features and a redesigned user interface. Access your most essential documents while you’re on the go with the Worldox app on the iPad or iPhone! These exciting new apps feature:HOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. THE WORLDOX SALVAGE BIN The Salvage bin is a temporary location Worldox uses to store deleted files; this enables file restoration if so desired, similar to how the Recycle bin works in Windows. Tip: If you ever delete a file in error, the Salvage bin can prove useful. Depending on your user rights, you may be able to restore deleted files. PRINTING OR EXPORTING TECHSUPPORT.WORLDOX.COM To establish a remote session with your technician, please click the icon below. Please note that you must be speaking with a technician now before initiating the DOCUMENT MANAGEMENT MADE EASY Easy to use cloud-based document & email management software. Proven in over 6,000 organizations, Worldox is the best way find & use yourinformation
REMOTE DOCUMENT MANAGEMENT A single solution that provides remote access from any web browser. Our Worldox Web Agent brings the power of Worldox to remote PCs, enabling easy open and save. Our iOS app allows quick lookup of Worldox documents from anywhere. “Your Recent Work” dashboard provides quick access with just one click. File sharing options thatleverage your
WORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
SUPPORT - WORLDOX
Contacting Support. Direct Worldox support is available at no additional cost to any customer with a current maintenance contract. Call Support: (201) 444-3290 (weekdays, between 9:00am and 7:00pm Eastern U.S. time zone). After-hours support can be pre-arranged.SCANNING CONNECTORS
The Worldox Connector is offered as part of the Dispatcher® Phoenix family of automated document workflow products, which allows you to take advantage of additional advanced capture and processing features. Worldox users can scan, index, process and upload their files directly into Worldox—either at the MFP or via an automatedworkflow.
MOBILE DOCUMENT MANAGEMENT Worldox for iOS has been updated to work with Worldox Web 3.0. Now you can get remote document management for iPhone and iPad. The updated app has new features and a redesigned user interface. Access your most essential documents while you’re on the go with the Worldox app on the iPad or iPhone! These exciting new apps feature:HOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. THE WORLDOX SALVAGE BIN The Salvage bin is a temporary location Worldox uses to store deleted files; this enables file restoration if so desired, similar to how the Recycle bin works in Windows. Tip: If you ever delete a file in error, the Salvage bin can prove useful. Depending on your user rights, you may be able to restore deleted files. PRINTING OR EXPORTING TECHSUPPORT.WORLDOX.COM To establish a remote session with your technician, please click the icon below. Please note that you must be speaking with a technician now before initiating theWORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
ABOUT WORLDOX
The document management software of choice for over 6,000 organizations. More than 6,000 organizations in 52 countries rely on Worldox. We have an extraordinarily large, diverse, and committed installed base of customers. Worldox users include: Thousands of prominent law firms of all sizes. Corporate customers including PitneyBowes, Key Bank
WORLDOX FOR OFFICE 365 Worldox for Office 365 enables the saving of that document directly into the Worldox ecosystem. Bring Worldox document access directly into your Office 365 online applications.*. Combine the flexibility and mobility of OneDrive with Worldox. Check out files to OneDriveHOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. CREATING, MANAGING PROJECTS The Project document tab makes it easy to create and change projects in Worldox. Here's how it works. Use the left-side navigation panel, search or other tools to find the worklist you need. (This may be the first of several worklists you'll be accessing to create the project,or the only one.)
RESTORE DELETED FILES Restore deleted files. The Worldox Salvage bin is an optional feature which may be available at your site. When this feature is available, you see the Salvage Bin option in the File > Delete dialog.If you choose that option, the file being deleted is moved to the Salvage folder in Worldox rather than directly to the Windows Recycle bin.. Files deleted to the Salvage bin are retained temporarily.OPENING FILES
Opening files. Any file - whether Worldox-managed or not - can be opened from inside Worldox. You can use various Worldox search tools to find the desired file, then open it using the Worldox Open command.. Note: Depending on how Worldox is configured at your site, it's possible that opening as yet unprofiled documents could trigger Worldox profiling actions - specifically, file moves. SAVE FILES - WORLDOX Tip: Saving a newly-created document in Word, Excel and other applications is one sure way to access Worldox.That automatically opens one or more Worldox dialogs so you can profile the file. The same thing happens when you use the Save As command.FAVORITE MATTERS
Favorite Matters • Overview • Removing Favorite Matters listings Overview. The Favorite Matters category on the navigation panel is new in GX3.As with all other favorites in Worldox (see Favorite files explained), Favorite Matters are based on recency. Favorite Matters are related to favorite files. The difference is, favorite files are organized by file; Favorite Matters are organized byCOPY OR MOVE EMAIL
While viewing the Email tab, locate the message (s) you want to move. Highlight (select) the message (s) in the right-side list, then select Move to Worldox from the Email pull-down list. You could also click the Move to Worldox button in the toolbar, or right-click with message (s) highlighted and select Move to Worldox from the right-click menu. DOCUMENT MANAGEMENT MADE EASY Easy to use cloud-based document & email management software. Proven in over 6,000 organizations, Worldox is the best way find & use yourinformation
REMOTE DOCUMENT MANAGEMENT A single solution that provides remote access from any web browser. Our Worldox Web Agent brings the power of Worldox to remote PCs, enabling easy open and save. Our iOS app allows quick lookup of Worldox documents from anywhere. “Your Recent Work” dashboard provides quick access with just one click. File sharing options thatleverage your
WORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
SUPPORT - WORLDOX
Contacting Support. Direct Worldox support is available at no additional cost to any customer with a current maintenance contract. Call Support: (201) 444-3290 (weekdays, between 9:00am and 7:00pm Eastern U.S. time zone). After-hours support can be pre-arranged.SCANNING CONNECTORS
The Worldox Connector is offered as part of the Dispatcher® Phoenix family of automated document workflow products, which allows you to take advantage of additional advanced capture and processing features. Worldox users can scan, index, process and upload their files directly into Worldox—either at the MFP or via an automatedworkflow.
MOBILE DOCUMENT MANAGEMENT Worldox for iOS has been updated to work with Worldox Web 3.0. Now you can get remote document management for iPhone and iPad. The updated app has new features and a redesigned user interface. Access your most essential documents while you’re on the go with the Worldox app on the iPad or iPhone! These exciting new apps feature:HOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. THE WORLDOX SALVAGE BIN The Salvage bin is a temporary location Worldox uses to store deleted files; this enables file restoration if so desired, similar to how the Recycle bin works in Windows. Tip: If you ever delete a file in error, the Salvage bin can prove useful. Depending on your user rights, you may be able to restore deleted files. PRINTING OR EXPORTING TECHSUPPORT.WORLDOX.COM To establish a remote session with your technician, please click the icon below. Please note that you must be speaking with a technician now before initiating the DOCUMENT MANAGEMENT MADE EASY Easy to use cloud-based document & email management software. Proven in over 6,000 organizations, Worldox is the best way find & use yourinformation
REMOTE DOCUMENT MANAGEMENT A single solution that provides remote access from any web browser. Our Worldox Web Agent brings the power of Worldox to remote PCs, enabling easy open and save. Our iOS app allows quick lookup of Worldox documents from anywhere. “Your Recent Work” dashboard provides quick access with just one click. File sharing options thatleverage your
WORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
SUPPORT - WORLDOX
Contacting Support. Direct Worldox support is available at no additional cost to any customer with a current maintenance contract. Call Support: (201) 444-3290 (weekdays, between 9:00am and 7:00pm Eastern U.S. time zone). After-hours support can be pre-arranged.SCANNING CONNECTORS
The Worldox Connector is offered as part of the Dispatcher® Phoenix family of automated document workflow products, which allows you to take advantage of additional advanced capture and processing features. Worldox users can scan, index, process and upload their files directly into Worldox—either at the MFP or via an automatedworkflow.
MOBILE DOCUMENT MANAGEMENT Worldox for iOS has been updated to work with Worldox Web 3.0. Now you can get remote document management for iPhone and iPad. The updated app has new features and a redesigned user interface. Access your most essential documents while you’re on the go with the Worldox app on the iPad or iPhone! These exciting new apps feature:HOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. THE WORLDOX SALVAGE BIN The Salvage bin is a temporary location Worldox uses to store deleted files; this enables file restoration if so desired, similar to how the Recycle bin works in Windows. Tip: If you ever delete a file in error, the Salvage bin can prove useful. Depending on your user rights, you may be able to restore deleted files. PRINTING OR EXPORTING TECHSUPPORT.WORLDOX.COM To establish a remote session with your technician, please click the icon below. Please note that you must be speaking with a technician now before initiating theWORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
ABOUT WORLDOX
The document management software of choice for over 6,000 organizations. More than 6,000 organizations in 52 countries rely on Worldox. We have an extraordinarily large, diverse, and committed installed base of customers. Worldox users include: Thousands of prominent law firms of all sizes. Corporate customers including PitneyBowes, Key Bank
WORLDOX FOR OFFICE 365 Worldox for Office 365 enables the saving of that document directly into the Worldox ecosystem. Bring Worldox document access directly into your Office 365 online applications.*. Combine the flexibility and mobility of OneDrive with Worldox. Check out files to OneDriveHOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. CREATING, MANAGING PROJECTS The Project document tab makes it easy to create and change projects in Worldox. Here's how it works. Use the left-side navigation panel, search or other tools to find the worklist you need. (This may be the first of several worklists you'll be accessing to create the project,or the only one.)
RESTORE DELETED FILES Restore deleted files. The Worldox Salvage bin is an optional feature which may be available at your site. When this feature is available, you see the Salvage Bin option in the File > Delete dialog.If you choose that option, the file being deleted is moved to the Salvage folder in Worldox rather than directly to the Windows Recycle bin.. Files deleted to the Salvage bin are retained temporarily.OPENING FILES
Opening files. Any file - whether Worldox-managed or not - can be opened from inside Worldox. You can use various Worldox search tools to find the desired file, then open it using the Worldox Open command.. Note: Depending on how Worldox is configured at your site, it's possible that opening as yet unprofiled documents could trigger Worldox profiling actions - specifically, file moves. SAVE FILES - WORLDOX Tip: Saving a newly-created document in Word, Excel and other applications is one sure way to access Worldox.That automatically opens one or more Worldox dialogs so you can profile the file. The same thing happens when you use the Save As command.FAVORITE MATTERS
Favorite Matters • Overview • Removing Favorite Matters listings Overview. The Favorite Matters category on the navigation panel is new in GX3.As with all other favorites in Worldox (see Favorite files explained), Favorite Matters are based on recency. Favorite Matters are related to favorite files. The difference is, favorite files are organized by file; Favorite Matters are organized byCOPY OR MOVE EMAIL
While viewing the Email tab, locate the message (s) you want to move. Highlight (select) the message (s) in the right-side list, then select Move to Worldox from the Email pull-down list. You could also click the Move to Worldox button in the toolbar, or right-click with message (s) highlighted and select Move to Worldox from the right-click menu. DOCUMENT MANAGEMENT MADE EASY Easy to use cloud-based document & email management software. Proven in over 6,000 organizations, Worldox is the best way find & use yourinformation
REMOTE DOCUMENT MANAGEMENT A single solution that provides remote access from any web browser. Our Worldox Web Agent brings the power of Worldox to remote PCs, enabling easy open and save. Our iOS app allows quick lookup of Worldox documents from anywhere. “Your Recent Work” dashboard provides quick access with just one click. File sharing options thatleverage your
WORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
SUPPORT - WORLDOX
Contacting Support. Direct Worldox support is available at no additional cost to any customer with a current maintenance contract. Call Support: (201) 444-3290 (weekdays, between 9:00am and 7:00pm Eastern U.S. time zone). After-hours support can be pre-arranged. MOBILE DOCUMENT MANAGEMENT Worldox for iOS has been updated to work with Worldox Web 3.0. Now you can get remote document management for iPhone and iPad. The updated app has new features and a redesigned user interface. Access your most essential documents while you’re on the go with the Worldox app on the iPad or iPhone! These exciting new apps feature:SCANNING CONNECTORS
The Worldox Connector is offered as part of the Dispatcher® Phoenix family of automated document workflow products, which allows you to take advantage of additional advanced capture and processing features. Worldox users can scan, index, process and upload their files directly into Worldox—either at the MFP or via an automatedworkflow.
HOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. THE WORLDOX SALVAGE BIN The Salvage bin is a temporary location Worldox uses to store deleted files; this enables file restoration if so desired, similar to how the Recycle bin works in Windows. Tip: If you ever delete a file in error, the Salvage bin can prove useful. Depending on your user rights, you may be able to restore deleted files. PRINTING OR EXPORTING TECHSUPPORT.WORLDOX.COM To establish a remote session with your technician, please click the icon below. Please note that you must be speaking with a technician now before initiating the DOCUMENT MANAGEMENT MADE EASY Easy to use cloud-based document & email management software. Proven in over 6,000 organizations, Worldox is the best way find & use yourinformation
REMOTE DOCUMENT MANAGEMENT A single solution that provides remote access from any web browser. Our Worldox Web Agent brings the power of Worldox to remote PCs, enabling easy open and save. Our iOS app allows quick lookup of Worldox documents from anywhere. “Your Recent Work” dashboard provides quick access with just one click. File sharing options thatleverage your
WORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
SUPPORT - WORLDOX
Contacting Support. Direct Worldox support is available at no additional cost to any customer with a current maintenance contract. Call Support: (201) 444-3290 (weekdays, between 9:00am and 7:00pm Eastern U.S. time zone). After-hours support can be pre-arranged. MOBILE DOCUMENT MANAGEMENT Worldox for iOS has been updated to work with Worldox Web 3.0. Now you can get remote document management for iPhone and iPad. The updated app has new features and a redesigned user interface. Access your most essential documents while you’re on the go with the Worldox app on the iPad or iPhone! These exciting new apps feature:SCANNING CONNECTORS
The Worldox Connector is offered as part of the Dispatcher® Phoenix family of automated document workflow products, which allows you to take advantage of additional advanced capture and processing features. Worldox users can scan, index, process and upload their files directly into Worldox—either at the MFP or via an automatedworkflow.
HOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. THE WORLDOX SALVAGE BIN The Salvage bin is a temporary location Worldox uses to store deleted files; this enables file restoration if so desired, similar to how the Recycle bin works in Windows. Tip: If you ever delete a file in error, the Salvage bin can prove useful. Depending on your user rights, you may be able to restore deleted files. PRINTING OR EXPORTING TECHSUPPORT.WORLDOX.COM To establish a remote session with your technician, please click the icon below. Please note that you must be speaking with a technician now before initiating theWORLDOX BASICS
Worldox makes it easy to view/preview document content, without actually opening files in their native (source) applications. You can view files and email in the Worldox Viewer window, or preview as many as three files at once by using the document Viewer tab. Searching.Worldox offers
ABOUT WORLDOX
The document management software of choice for over 6,000 organizations. More than 6,000 organizations in 52 countries rely on Worldox. We have an extraordinarily large, diverse, and committed installed base of customers. Worldox users include: Thousands of prominent law firms of all sizes. Corporate customers including PitneyBowes, Key Bank
WORLDOX FOR OFFICE 365 Worldox for Office 365 enables the saving of that document directly into the Worldox ecosystem. Bring Worldox document access directly into your Office 365 online applications.*. Combine the flexibility and mobility of OneDrive with Worldox. Check out files to OneDriveHOW-TO VIDEOS
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. CREATING, MANAGING PROJECTS The Project document tab makes it easy to create and change projects in Worldox. Here's how it works. Use the left-side navigation panel, search or other tools to find the worklist you need. (This may be the first of several worklists you'll be accessing to create the project,or the only one.)
OPENING FILES
Opening files. Any file - whether Worldox-managed or not - can be opened from inside Worldox. You can use various Worldox search tools to find the desired file, then open it using the Worldox Open command.. Note: Depending on how Worldox is configured at your site, it's possible that opening as yet unprofiled documents could trigger Worldox profiling actions - specifically, file moves. RESTORE DELETED FILES Restore deleted files. The Worldox Salvage bin is an optional feature which may be available at your site. When this feature is available, you see the Salvage Bin option in the File > Delete dialog.If you choose that option, the file being deleted is moved to the Salvage folder in Worldox rather than directly to the Windows Recycle bin.. Files deleted to the Salvage bin are retained temporarily. SAVE FILES - WORLDOX Tip: Saving a newly-created document in Word, Excel and other applications is one sure way to access Worldox.That automatically opens one or more Worldox dialogs so you can profile the file. The same thing happens when you use the Save As command.FAVORITE MATTERS
Favorite Matters • Overview • Removing Favorite Matters listings Overview. The Favorite Matters category on the navigation panel is new in GX3.As with all other favorites in Worldox (see Favorite files explained), Favorite Matters are based on recency. Favorite Matters are related to favorite files. The difference is, favorite files are organized by file; Favorite Matters are organized byCOPY OR MOVE EMAIL
While viewing the Email tab, locate the message (s) you want to move. Highlight (select) the message (s) in the right-side list, then select Move to Worldox from the Email pull-down list. You could also click the Move to Worldox button in the toolbar, or right-click with message (s) highlighted and select Move to Worldox from the right-click menu.Settings
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EFFORTLESS DOCUMENT AND EMAIL MANAGEMENTRecent News
27Apr 20
BRETT BURNEY REVIEWS WORLDOX FOR THE DOCUMENT AUTOMATION, MANAGEMENT AND PDF TOOLS BUYER GUIDE Worldox GX4 - Product Review: Effortless email and document management designed for small to midsize law firms and corporate legal departments. Available on premise or in the cloud to accommodate your file storage requirements. Worldox helps you solve today'schallenges…
31Jan 20
HOW LAW FIRM TARTER KRINSKY & DROGIN MOVES MOUNTAINS – SCANSNAP, TARTER KRINSKY & DROGIN AND WORLDOX Case Study: How law firm Tarter Krinsky & Drogin moves mountains - The legal industry is defined by precision with each move made by law firms and legal professionals determined by well-defined rules of engagement. It is meticulously documented by…23May 19
WORLD SOFTWARE CORPORATION ANNOUNCES RECORD SALES FOR APRIL AS WELL AS TOP FIRST QUARTER REVENUE World Software, the creators of the industry standard legal document management product Worldox, announces 2018 ended with the highest revenue in their more than 30 year history followed by record sales to kick off 2019. The international market and Worldox… BLI RECOMMENDS WORLDOX_View the report_
_“Among the dozens of document management systems BLI has evaluated, not one delivers as wide a variety of features tailored for the legal market as Worldox GX4.”_ I cannot thank you enough for your help on Saturday. You went above and beyond the call of duty to assist a small customer and that is commendable! In my 19 years of computer experience, I have only seen this type of customer dedication once. Thank You!Gary Trammell
Let me say again what a wonderful product you have here. We adore it. More than that, I personally adore it, and I am a HARD SELL.E. Glenn Rippie
I have supported the product since 1995 and I can say that Worldox is a fantastic product and has the best customer support of any company I’ve ever dealt with, bar none!Paul Jennings
Worldox technical support is remarkable – certainly the best technical support I have experienced. That’s one reason I’m recommending World Software products to friends and colleagues inother law firms.
Kathy Mayle
You should give your Support Tech Chris a huge pat on the back, and a large pay raise. He always come through for us no matter how trivial or major the issue and felt he should get some recognition for outstanding customer service.Darin Schacker
Your company is wonderful to work with and have always resolved any problems we have in a very timely fashion. When we have a Worldox issue, we are never down more than 10-15 minutes which is the time it usually takes for me to call you and talk to your technicians.Vicky Niemczycki
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Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available.(800) 962-6360
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