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Worldox®, the complete email and document management solution. Trusted by over 6500 firms in over 52 countries. Whether you choose our Worldox Cloud model or one of our on-premises solutions, we include the latest mobility tools to complement our powerful client for maximum productivity from anywhere.
Worldox offers cradle-to-grave management of every form of information you can save as a file. It integrates with virtually any other system generating data your organization relies upon and offers virtually unlimited customization capabilities. Bringing together all sources of knowledge, including relevant emails, scanned documents.
The content you create is a key organizational asset. It should be easily accessible to anyone on your team who needs it and has authority to see it… and inaccessible to anyone who doesn’ t.
DMS is not just about documents: it’ s about organizations and people.
With Worldox, you can control, organize, and manage all your information coherently. Your team can access content they need, whenever they need it, no matter where or how it was created.
For more information visit us at www.worldox.com, call 800-962-6360 or email firstname.lastname@example.org.
Worldox GX4 - Effortlessly Manage Documents & Email
The redesigned user interface and functionality enables your staff to save and retrieve content more efficiently than ever.
The new one-click save option automatically profiles content for users. Filing emails has never been easier since Worldox actively monitors incoming and outgoing emails, assigns client matter information and adds folders in Outlook that correlate to your Worldox Favorite Matters.
Worldox Enterprise - Document Management and Email for Multi-Office Environments.
The Enterprise version features an add-on server that makes multi-office document management easier than ever. Enterprise allows fast connectivity from on-site desktops, remote offices, and out-of-office machines.
Worldox Cloud - Innovative Cloud Based Document and Email Management
Worldox Cloud has a powerful feature set and a remarkably easy-to-use interface. It offers those same tools available in Worldox Professional in a cloud deployment. We provide quick and seamless document access for firms that choose to manage information in a remote, centralized data center.
Worldox Web 3, included with Worldox GX4, offers our customers even more access to the documents they need when away from the office. Robust Find, View, Check Out, Check In, Version Control, and Email commands are all available here. See how you are able to take advantage of accessing Worldox documents from anywhere, anytime, and from any device while still maintaining document security and compliance, at no additional cost. It’s just one of the ways we’re working to make the transition to remote-based work quicker and more secure for our customers.
This integration provides two-way communication between Worldox and Teams to allow easy collaboration with outside parties, making incorporating changes back into Worldox as a new version a snap. The Worldox Teams Integration is included with Worldox.
Connectors synchronize Worldox document repositories with practice management, time and billing systems. The connectors can also apply document retention criteria to the codes of closed matters. Once retention rules are applied to closed matter codes, Worldox can be set up to archive documents associated with closed matters on a regular schedule.
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