Worldox GX4

(15)
3.8 out of 5 stars

Worldox GX4 is a document and email management solution, that helps you manage share and access all your digital content.

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Worldox GX4 review by Administrator
Administrator
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"Stable DMS"

What do you like best?

Worldox is a stable document management system (DMS). Support is always quick and most of the time able to solve our issues. Easily find files with text search, DOC ID number or any other profile information. Ethical walls and system administration are pretty intuitive. Favorite Matters is a great way to quickly find all files for a particular client.

What do you dislike?

GX4 doesn't have the capability to easily share files with clients. We can email the documents, but no Extranet at this time.

Recommendations to others considering the product

Use either Worldox support or a Vendor team to install, Worldox is complex and you will want/need the assistance. Train your users on Favorite Matters and create buttons for them to access their last 7 and 30 days worth of files.

What business problems are you solving with the product? What benefits have you realized?

We are able to quickly locate all documents in the firm either by searching for the DOC ID or text in file. It doesn't matter how another user saved the file, text in file search always comes to the rescue. Having almost all the files saved in the DMS makes it easy to locate files, no searching a share.

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Worldox GX4 review by User in Financial Services
User in Financial Services
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"Worldox - your digital filing cabinet."

What do you like best?

The best feature of Worldox is the ability to have multiple filing 'cabinets' with multiple folders. It's very nice having the ability to breakdown your filing system into very specific categories.

What do you dislike?

For a first time user, it can be a bit overwhelming with all the tabs and options. Once a user gets used to the system, it's much easier to understand and enjoy.

Recommendations to others considering the product

If you are trying to get away from a paper filing system, Worldox is the way to go. It's secure and has endless options to get your filing best practice into shape.

What business problems are you solving with the product? What benefits have you realized?

All client files are saved in Worldox, from basic forms to pertinent information. Having a digital way to save the documents cuts down on paper waste, allows multiple staff to access at once, and have an overall more organized filing system.

What CMS Tools solution do you use?

Thanks for letting us know!
Worldox GX4 review by User in Law Practice
User in Law Practice
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"Very easy software for Legal Businesses!"

What do you like best?

Worldox works as a cloud that consolidates documents and emails into one. I like that the software itself is very clear and easy to use, especially when looking up documents. Additionally, the process to save documents is good because the "metadata" when entering what the name of the document is, what kind of document, as well as the client makes it very easy to use.

What do you dislike?

On the last version of Worldox, by clicking "home" you would be able to access all your recently worked on/opened documents. On the newer version, this does not happen, and I am forced to search for what was just opened.

Recommendations to others considering the product

Worldox is a great cloud system when consolidating work files into one. Everything is easily accessible and the support staff are always available to help when needed.

What business problems are you solving with the product? What benefits have you realized?

The benefits of this program is that anyone can access documents if they have this software. In addition, when working on a document, others can create a new file so the existing one does not change. I also like that Worldox automatically OCRs documents, which allow searching for terms much easier.

Worldox GX4 review by Kunji W.
Kunji W.
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"quick to find docs"

What do you like best?

super fast results for recent items. able to look up old files and archived files.

What do you dislike?

Limits the number of files it will find for key word searches. we might run out of Doc numbers for the files. Dont like that they do not recycle deleted doc numbers.

Recommendations to others considering the product

get outside help with implementation

What business problems are you solving with the product? What benefits have you realized?

faster work environment

Worldox GX4 review by User in Events Services
User in Events Services
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"Great for large offices "

What do you like best?

I love that any employee in the firm can access documents using this program. It's easy to use, and easy to organize your files.

What do you dislike?

The search feature is difficult to use. Once you've added a file, unless you know where it is or its properly labeled it's near impossible to find.

What business problems are you solving with the product? What benefits have you realized?

It allows for many employees to look at the same documents at once and allows for a nice way to keep things organized.

Worldox GX4 review by User in Law Practice
User in Law Practice
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"Worldox "

What do you like best?

I like that I can favorite certain documents. I also like that I can keep everything organized.

What do you dislike?

The interface comes across as very overwhelming and confusing in my opinion. I have a hard time finding things sometimes.

What business problems are you solving with the product? What benefits have you realized?

I like the organization as far as keeping things together by client. It keeps me more organized and it is easy to look back at things that were done before I started working here.

Worldox GX4 review by User in Legal Services
User in Legal Services
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"Way better than Time Matters"

What do you like best?

I like that you can save favorite documents from across matters for easy access later, and that you can search very broadly or specifically depending on what you need to find

What do you dislike?

It glitches/freezes very frequently which greatly impacts my workflow

What business problems are you solving with the product? What benefits have you realized?

Sharing documents within the office electronically for group editing and revision saves time and effort and allows work to progress even if someone is working remotely.

Worldox GX4 review by User in Financial Services
User in Financial Services
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"Slow and cumbersome filing experience"

What do you like best?

Documents can be related to each other. Thats really about it.

What do you dislike?

Rules based filing is so cumbersome. You have to remember where all your categories are, what the fall under, what the doc types are. It's just a time suck in general.

What business problems are you solving with the product? What benefits have you realized?

None, it's actually causing us to devote time to filing, and delaying access to files.

Worldox GX4 review by User in Law Practice
User in Law Practice
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"Worldox"

What do you like best?

The software allows unlimited users to gain access to files and has a wide range of filters (e.g. labels, drawers, flags and descriptions) which makes it very easy to find what you are looking for. I like that files can be grouped into projects and families.

What do you dislike?

Sometimes the program times out when you are taking too long o name a file and you have to start over.

Recommendations to others considering the product

Take time to learn about all the product features, the program is so much more helpful when you know how to use it correctly.

What business problems are you solving with the product? What benefits have you realized?

It helps us keep our client documents organized and easy to find.

Worldox GX4 review by Sarah M. M.
Sarah M. M.
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"A great document management system "

What do you like best?

I can save my files in their respective folders and easily sort them or search to find exactly what I need.

What do you dislike?

Worldox takes a bit of getting used to. Also, when different people save their documents differently, searching does not work as well.

What business problems are you solving with the product? What benefits have you realized?

I can easily find a number of sample documents Rather than starting from scratch.

Worldox GX4 review by Administrator in Law Practice
Administrator in Law Practice
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"The Best Document Management"

What do you like best?

All of our firm's documents are easy to save and locate later.

What do you dislike?

We were never able to get the Worldox web feature to work.

Recommendations to others considering the product

At trade shows, many of the software companies come and go but Worldox has been around for years. Worldox is essential to our firm. It is the one program we couldn't do without because there is no other comparable program out there.

What business problems are you solving with the product? What benefits have you realized?

In our attempt to go paperless, it was essential that we have a document management software that would help us keep track of our documents.

Worldox GX4 review by Kathy G.
Kathy G.
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"Great file management system"

What do you like best?

Easy to use and great file management system and love the different ways to search.

What do you dislike?

Do not like the default email view. It is hard to navigate this view and search

What business problems are you solving with the product? What benefits have you realized?

Easy searches for documents

Worldox GX4 review by User in Insurance
User in Insurance
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Verified Current User
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"Pretty good but could be updated"

What do you like best?

It has everything I need in one place and is easy to use once you figure it out.

What do you dislike?

It can be difficult to figure out but once you do its great.

Recommendations to others considering the product

Be patient

What business problems are you solving with the product? What benefits have you realized?

It is great to have everything all in one place, I really enjoy that.

Worldox GX4 review by User in Law Practice
User in Law Practice
Validated Reviewer
Review Source

"user friendly "

What do you like best?

the organization of the different tabs for your documents

What do you dislike?

it frequently crashes or runs slow, or doesn't allow you to save your work properly

What business problems are you solving with the product? What benefits have you realized?

it is a user friendly system and the different tags keep everything organized, but sometimes it will run slowly which will have an impact on productivity level.

Worldox GX4 review by User in Law Practice
User in Law Practice
Validated Reviewer
Review Source

"Good product, not as many features as OpenText"

What do you like best?

Simplicity of use is the key selling feature of Worldox. It's also relatively easy to implement across multiple computers. Since it uses a flat database, it's also supposedly faster and easier to maintain

What do you dislike?

Not as many document tracking features as Opentext products.

What business problems are you solving with the product? What benefits have you realized?

Document management for our law firm

Kate from G2 Crowd

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