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Visit the WORLDOX Software Site for more information

 

Do you need Document Management? 
20 questions to help you find out.





*Simple to install, highly flexible configuration, simple to train, simple to use, simple to support and exceptionally stable in daily operation.

*WORLDOX is a multi-award-winning Document Management System.

*WORLDOX is installed in more than 1600 law firms and over 2500 customers worldwide. Whether you have 2 or 1,000 computer users, WORLDOX dramatically improves your firm’s productivity and efficiency.


What is Electronic Document Management (EDMS)?

An Electronic Document Management System (EDMS) provides an organization with the tools to create, manage, control, and distribute electronic documents.  A document may be a word processing file, or a graphic image, or most any other discrete file that can exist within a computer system. A document management system imparts structure, organization, and accessibility to documents.

What can Worldox do for you?

WORLDOX Document Management System fully integrates with applications like Microsoft Office, Corel WordPerfect Office and e-mail software.  WORLDOX Document Management offers a variety of services and features including (click on any feature for more detailed information):  


·   Document Profiling  
·   Network Support
·   Document Security
·   Full Text Retrieval  
·   Document Viewers  
·   Archiving  


·   Version Control  
·   Document History
·   Access Control (Check-in/Check-out)
·   Recycle Bin Protection
·   E-Mail Management
·   Web Access to Files  


















  • Document Profiling
    • WORLDOX allows you to Profile each document so that it can be retrieved and searched. Each document has a unique set of customizable identifying information, this can be the Client Name, the Matter Number, the Date Created, the Attorney’s Name, etc. WORLDOX has a sophisticated indexing system which uses ISYS – a best-of-class search engine that catalogs all profile information and text. Simply enter in the information you know about the document (Client, Matter, words or phrases in the body of the document) and WORLDOX can locate either a single document or a cluster of documents in seconds.  <Return>
  • Network support
    • Network support provides the tools necessary to work with network drives and resources from the document manager in a way that is transparent to end-users. Network support, for example, provides users with single-point-of-access document retrieval, no matter how dispersed the documents may actually be on the network. WORLDOX also includes a mirroring facility which copies down files to the user's local hard drive as they are accessed from the network. This ensures that in the event of network failure, users can access recently used documents off-line in the event of a network shutdown. When the connection to the network is restored, WORLDOX automatically re-synchronizes the mirror files with their network counterparts. The mirroring structure is also useful for users who create documents at home and on the road. When they return to their office, WORLDOX automatically uploads the documents to the central database, keeping all content and profile information intact. <Return>
  • Document security
    • Document security places the WORLDOX at the focal point of access and permissioning to the document repository. Document security involves documents, users, and groups of users. WORLDOX assigns rights and permissions to documents based on individual users, groups of users, and the roles in which users serve within the organization.  <Return>
  • Full text retrieval
    • A true document manager must provide several avenues that users can go down in order to find information. Full text retrieval is a critical route of access to information that cannot easily be categorized or represented within the document profiling structure. Full text searching gives users wide-open access to their documents by framing searches based on concepts rather than categories. Full text retrieval is a two-part process. In the first part, a text indexing engine extracts each word from all the documents cleared for searching. This information is used to construct an index to the documents. The second part of full text searching is the actual search, wherein users specify criteria—words, combinations of word, phrases, expressions, etc.—that are searched against the index. Each document matching the search terms is returned as a "hit." WORLDOX includes integrated file viewers that highlight each occurrence of a search term in the returned documents.  <Return>
  •  Document viewers
    • An enterprise-level document management system is called upon to manage more than one type of file. In a typical installation, WORLDOX is managing word processing files—often generated by more than one word processing program—spreadsheets, data tables, image files of various formats, project files, HTML files, and so on. As these files, or objects, are under the control of WORLDOX, it must provide a means to view these files. WORLDOX, for example, includes files viewers for more than 150 file formats. The file viewers are integrated into the program such that text "hits" found during searches are highlighted in the viewers. WORLDOX viewers also offer cut-and-paste to the Windows Clipboard, and can serve to display output from various operations, such as comparing two documents.  <Return>
  • Archiving
    • Archiving is a means to move dated or unused files off the main storage medium to secondary storage. WORLDOX must ensure that users can still search for information in the archived files and, if desired information is contained in an archive, that there is a ready means to restore it. WORLDOX allows site administrators to set "triggers" in the document profiles that enable automated archiving. For example, it may be desirable to set company memoranda to be archived automatically after say, 90 days. Other approaches include archiving all the files for a closed matter, or on any other criterion by which documents are managed.  <Return>
  • Version control
    • A document version is an instance, or draft, of a document saved as a subsequent revision of a prior draft. By creating discrete versions of a document, it is possible to retrace its evolution. Document versions generally run linearly, such that version 2 follows version 1, version 3 follows version 2, and so on. Users can also create branches, or sub-versions. When using sub-versions, version 1 (called a major version) may be followed by version 1.1 (a minor version), then by version 1.2. <Return>
  • Document History
    • Since documents are so vital to the success of any information-based organization, it is essential to maintain a historical activity record associated with each document. Document histories, also know as audit trails, provide this within the framework of WORLDOX. A document history report in WORLDOX, for example, describes each action in the life of a document including who performed the action, its date and time, and the nature of the action itself. Manager-level users in WORLDOX can view a history report on any document managed by the DMS.  <Return>
  • Access control (Check-in/Check-out)
    • When a user checks out a document, he or she has the option of "locking" it so that other users can view the document, but cannot make any changes to it. This prevents problems that may arise when several workers attempt to edit the same document at the same time. With check-out, only one worker may edit a file. When finished, the worker checks the document back in through WORLDOX, making it available to other users once again.  <Return>
  • Recycle Bin Protection
    • You have the option to put deleted files into a fully searchable Recycle Bin for recovery. A schedule can be created to automatically purge the Recycle Bin.   <Return>
  • E-Mail Management
    • WORLDOX DropZone is an Object and E-Mail management tool that allows you to drag, drop and profile documents and objects directly into your document repository.  DropZone can accept documents from e-mail, the Internet, and any application that is both OLE 2 and MAPI compliant. <Return>
  • Web Access to files
    • WORLDOX/WEB allows you secured, password protected access to all your documents when at home or traveling. WORLDOX/WEB incorporates intranet and extranet capabilities for firms that want to share documents internally and with clients.  <Return>
  • Built in conversion utilities to convert from PCDocs, SoftSolutions and iManage document management systems
  • Integration with Case, Practice, Knowledge Management programs, Time and Billing Systems, Scanning Software, Content Comparison Software, and more!

 

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