For example, for every 100 mb of documents, worldox gx3 may use up to an additional 35 mb to store and index associated profiles and text. The software will have strange bugs and behavior from time to time. Worldox gx3 master files for installation inventory april, 20 based on files in f. Netdocuments has a much higher price tag and is fully cloudbased. Worldox gx3 enterprise a hybrid private cloud solution. When you select file open you see something that looks like the following screen. Worldox connect is an individual subscription service, by named user. Web mobile can be added to your existing worldox desktop installation with some additional customization and setup. Home training manual archivesworldox gx4 professional administrator. Versioning documents worldox and citrix sharefile user guide worldox gx3 enterprise requirements worldox and microsoft office 20 integration.
By default, worldox gx4 prominently features a save outside worldox button every time you save document. Enterprise worldox is required for true online collaboration and remote access. This folder catches emails that were part of a failed attempt to. One industryleading enhancement is the inclusion of a soft popup integration option for browsers that allows the use of worldox on fileopen and filesave so the user can access and save documents and emails from their mobile phone, tablet or laptop. It has most of the powerful features of the heavy worldox client, but generates even more expediency and flexibility. Email messages, like all files will be saved with their native file extension, so in this case, as. The worldox gx3 databases must reside on the same resource drive as the documents. Xlam to the excel xlstart folder of excel 2010 start worldox, then start word with worldox running in the background. Worldox defaults to within 3 if you simply type two words.
Using worldox gx3, you can give your people fast, easy access to all the information and knowledge you own, from word processing files and spreadsheets to emails and scanned documents even voice mails virtually anythingthat can be stored as a file. Overview to view or change preference elements the best fit preference, controlling automatic column sizing. Workshare will endeavor to support future service packs of. In worldox gx4, the favorite matters tab no longer shows a worldox line or active folder. Please contact affinitys document management team by calling 8776765492, or request a consultation and well be happy to help. However, you must manage your incoming and historical emails manually. Worldox automatically sizes worklist columns to fit the longest data elements displayed. For example, shut down worldox, connectors, worldox web, etc. Overall customization, including the display of snippets after a fulltext search is governed by the customize dialog right.
There are ways to specify column widths on specific lists. Worldox does not support integration with any 64bit version of ms office 64bit windows 7 is fine, but only the 32bit version of office. Worldox gx4 pro user guide draft ftp directory listing. Sep 03, 2015 implementing worldox gx4 should be enticing to current and potential worldox customers. To make the most of your worldox document management system the people responsible for maintaining and supporting the software should have a good understanding of the administrative functions, underlying. Announced at legal tech new york 2012, and releasing to the general public soon, worldox gx3 is set to turn the document management software community upside down worldox is a document management system designed by world software corporation for legal and other professional service firms. Clicking the up arrow sorts az or oldest date to most recent. How do i move a document or change the profile information. Finding documents andor emails that have been previously saved is extremely easy, saving staff members a lot of time on a daily basis. There are frequent smaller updates to patch code along with eventual large updates gx 3, gx 4, etc.
No two firms run their business the same way, treat user access the same, or have the same security needs and document management priorities. Many of our worldox clients have installed worldox gx3, the latest version of the worldox software. Worldox also does not support click to run or starter edition installs of office 2010 these are typical freebie installations of office that ship for free with lowend pcs. Worldox gx4 legal document management software amicus. Third, worldox takes advantage of the maturity and power of outlook to manage tasks. It is highly regarded and known as a top tier solution for any firm in need of a document.
This course is designed to get you up and running on gx4 whether you have the inoffice professional or cloud version of worldox. Here is a list of the repositories and what they contain. Jan 29, 2014 worldox gx3 cloud is a public cloud solution, and worldox gx3 enterprise is a hybrid private cloud solution. Is worldox gx the right document management solution for your business. Exact matches can also be linked by boolean operators. Worldox gives your team members a single, easytouse interface to locate, view, and work with the exact documents and information they need.
The worldox ms outlook connection already strong with drop folders and action buttons is much stronger in gx2. The first option available is the choice between the default list view and the tile view. Worldox manages collections of documents, organized into cabinets sometimes called profile groups. Supported versions of the worldox software are worldox gx, worldox gx2, worldox gx3, and worldox gx4. Learn about the best worldox gx4 alternatives for your document management software needs. This allows you to save a file into worldox immediately with the option to reprofile it at a later time. Worldox gx4 cloud basics and troubleshooting guide worldox gx4 cloud has the powerful features of the worldox professional client, but generates even more expediency and flexibility through the utilization of softwareasaservice saas technology and cloud computing. That is, accident damages searches for accident within 3 words of damages. By default, you see your last 20 documents, sorted on the column that contains the bluegreen triangle in the column header. It offers access to your firms documents from any internet browser or supported handheld device like ipad, iphone or web enabled phone or tablet. With worldox software you have access to documents from anywhere, whether in the office, at home, or while traveling.
Worldox also forces this structure by integrating with all basic applications including. Beginning with the worldox update file 10 wdu10 revision of worldox gx4, indexer as a service generates other services that carry out scheduled tasks. Worldox gx4 runs only on windows vista, windows 7, 8 and 10. Ensure you have met all the requirements of the planning phase. Worldox gx3 allows your worldox users to access your worldox documents either thru the internal network or through the internet. Questions about the worldox gx4 update or using tasks and workflows in your firm or legal department, just ask.
What you need to know worldox gx3 cloud is the latest offering of the powerful document management system dms. Worldox installs and upgrade projects are all different. Worldox gx4 cloud basics and troubleshooting a092566910. Training manual archives worldox gx4 email training. This feature uses predefined quick profiles to quickly save the file to a named worldox. Worldox is in use by my organization and many of my clients as a document management system. If your firm has enabled active directory security, you will only be able to access the admin program from the indexer workstation while logged on as the indexer user. Worldox gx cheat sheet 2 basic worldox screen worldox comes up when you select file open or file save. If you wish to file outgoing emails to worldox, you will need to contact trumpet support to enable this level of integration.
World software corporation has 6,000 customers in 52 countries and 200 resellers. Worldox maintains different document repositories for the documents that you file. Customizing worldox users can customize worldox extensively. Worldox preferences enable easy, fast customization of worldox operation and appearance. Cloud what you need know world software corporation. Open, modify, and save pdf files in worldox from within foxit phantompdf. Training manual archivesworldox gx4 professional administrator. Get opinions from real users about worldox gx with capterra. Worldox will begin making it available to some clients as early as january 15th. It is primarily an onpremises solution, but it allows for the most customization and has the easiest interface. The software works with cabinets and further specifies with multiple levels of categories and document types. A demonstration of worldox document management by accellis technology group.
Added features reduce clicks and improve workflow without overcomplicating or modifying the gx3 structure. Xlam to the excel xlstart folder of excel 2007 start worldox, then start word with worldox running in the background. From the sites worldox indexer pc, change properties of shortcuts to worldox applications wdadmin, wdindex, wdinfo so they point to unc locations. Gx3 professional has listened to endusers and has made adjustments to their application, increasing speed of searching and usage. Type in the network path of where worldox is installed on the network. Configuration and administration guide gx4 vol i manualzz. Gx3 master files for installation inventory a856359. The wdadmin program is located in your worldox application folder refer to the section, launch the worldox admin program for further instructions from the main wdadmin menu, select users addedit. World software corporation is a privately held corporation and the creator and distributor of worldox, a document management system.
Worldox is the most structured and organized of the software packages. Worldox gx3 brings together everything you need to organize, control, describe, index, and categorize all of your electronic documents and email content. Worldox gx3 administrators class vancouver, bc baker. New employee or worldox user set up use the wdadmin program to add or edit a user in worldox. It organizes documents in extremely customizable containers and categories. Worldox gx4 quick demonstration by rick bernauer of cytek corporation. Worldox remembers and lists up to a specified number that you can set usually 20 50 of recently accessed files in each favorites category.
Worldox gx3 professional will look familiar to users of gx2. The column that is currently sorted has a blue triangle at the. Jun 26, 2014 worldox web mobile is an addon that functions somewhere between the full worldox on premise client and the fully mobile worldox cloud. In gx, that connection stopped short of combining applications.
Under the worldox gx2 folder in the outlook tree, you will notice a folder called. With cloud, professionals can use worldox efficiently from. In order to save and search for documents using worldox, you must have worldox open. To access the latest worldox user guides, administration guides, release notes and technical documents.
Training manual archivesworldox gx4 advanced training. Fundamentals of worldox gx3 southwest metropolitan water and. May 19, 2016 worldox gx4 application support info updated. The worldox gx3 database overhead is approximately 2535% of the profiled documents. Worldox gx avis, notes, prix et abonnements capterra france. The fresh, upgraded userfacing application retains its basic functions with a sleeker look. You had to toggle back and forth to move between them. To sort by any column in worldox, hover the mouse over the column header. A series of preference settings in worldox can be used to customize and personalize various screen elements. Worldox a great document management solution for any. Can i import a large number of discoveryproduction documents from a cd. From the sites worldox indexer pc, change properties of shortcuts to worldox applications wdadmin, wdindex, wdinfo so. If you are still on worldox gx, or worldox gx2, you should make plans to get you worldox software upgraded to gx3 before the end of this year. Worldox guides users to save documents with relevant information to make searching intuitive and efficient.
Dox tips worldox gx4 10 minute demoworldox how to use worldox gx4guided path to worldox proficiency and success at. Successive actions can be based on inputdecisions received from a recipient. It is the updated version to gx2, and for firms on support plans, it will be the provided upgrade to their environment. Overall customization, including the display of snippets after a fulltext search is.
We generally recommend holding off a few weeks or months learn what you need to know before updating. Persons in your firm or department who have responsibility to support your worldox installation and worldox users where and when marriott pinnacle hotel, 1128 west hastings street, vancouver, bc, 6046841128. In either case, the users see the same worldox screens to manage their documents and emails. With the help of capterra, learn about worldox gx, its features, pricing information, popular comparisons to other document management products and more. Marriott pinnacle hotel, vancouver, bc presented by. The quicksave feature allows user to save a file into worldox without a profile card based on a predefined quick profile template. When you complete a profile card to save a document into worldox, that document is. Worldox gx4 is well suited for law firms, specifically in that it does profiling, versioning and ethical walls very well. For instance, if you save or open a word document, worldox automatically adds that word document to the favorites word list. Worldox gx4 pro level 1 welcome to worldox gx4 level one. Training manual archivesworldox gx4rehearsal workshop. The worldox indexer provides worldox users with the ability to search profile and text data in large document stores in the worldox dms document management system. If upgrading to worldox gx4 is on your firms to do list and it should be, there are some decisions to be made and some things to watch out for.
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