Worldox GX4 Reviews & Product Details

Worldox under legal document management system allow, worldox is a great option for firms trying to manage the comments, I like that all of the files are easily achievable, I like that worldox has all of our client in one place Review collected by and hosted on G2.com.

World name limitations before you can get actually issue Review collected by and hosted on G2.com.

I love that my computer automatically prompts me to save to Worldox. I also love the "search within" feature in Worldox. Makes it easy to find things with just a word or phrase! Review collected by and hosted on G2.com.

I would like to see better collaboration between Worldox and Windows. The only way for me to not save in Worldox is to temporarily disable it. It would be nice if it were simpler. Review collected by and hosted on G2.com.

I was able to completely customize my interface and make it my own. Review collected by and hosted on G2.com.

It's hard to stay organized when the other users aren't using tags and categories properly. Review collected by and hosted on G2.com.

It helps in sharing and saving your documents securely. It helps in replacing handwritten documents into digital papers. It allows the user to transfer their documents to any device. It helps you in reviewing your documents in easy to read graphics and text. It helps in providing a preview of your document into full letter size so that you don’t have to scroll your document for reading. For full reading, it is providing a 13” letter size, and for grater portability 10” notebook size is provided. Review collected by and hosted on G2.com.

It is lacking various cloud-based features. It needs some skills to use it. You have to dedicate a resource if you want to manage large organizational processes through it. It should be installed on your servers. It does not allow editing text as it will provide your PDF documents like images. It does not help in searching for most of your documents. Review collected by and hosted on G2.com.

I like that all the case files can be saved in one database and be organized in different cabinets. Review collected by and hosted on G2.com.

The program will lag at times if too many tabs are open or if the network connection isn't the strongest. Review collected by and hosted on G2.com.

I like the doc ID search system and the ability to save multiple versions of a document. It is reliable. Review collected by and hosted on G2.com.

I do not like how the connection between Microsoft Office and Worldox prevents you from being able to open things on the desktop that are not saved in Worldox. For example, when I want to attach something to an email, I have to drag and drop in order to attach anything that is not saved in Worldox. Also, when you save a folder for example, you cannot open it up later on without it being completely linked to Worldox (I needed to make a zip file of documents in a folder to be emailed and I could not export the folder into a normal format, I had to save each document to my desktop individually and create a new folder which was very inconvenient). Review collected by and hosted on G2.com.

Worldox is very intuitive and allows efficient storage based on clients and matters. It also has an excellent search engine that allows to find files based on such info as who created the filed, time range, type of the document, etc., without file name itself. Review collected by and hosted on G2.com.

It insists on saving literally anything you open in other apps or download from the internet, or even just upload something straight from my Desktop, and there's no way around it except when, say, the browser doesn't integrate with Worldox. Also, sometimes it has issues connecting with Outlook for automatic saving of outgoing emails. Review collected by and hosted on G2.com.

The different categories for documents. If I am searching for a specific category of documents I like that I can use the filters or search option to only view those specific documents. Review collected by and hosted on G2.com.

It is sometimes hard to find things. I wish there was a way to categorize documents in folders even further than just creating a project. Review collected by and hosted on G2.com.

I love how easy it is to use and how many cool useful functions there are. It's easy to create a new document and easy to understand and navigate around and it keeps the best records of communications between contacts. Review collected by and hosted on G2.com.

Sometimes it's not very easy to search. Also, the fact that it ALWAYS prompts you to use worlddocs when adding an attachment can be frustrating. For example, if I'm creating a flyer in Word and I want to add a clip art from the internet, it doesnt work. It always opens up worlddocs and doesnt allow me the option to search the internet like it usually would. Review collected by and hosted on G2.com.

File management aspect, easily searchable database. Review collected by and hosted on G2.com.

I dislike that it is not very user friendly - impossible to figure out how to close out of it. Also it operates at a slower and clunkier pace than other operating systems. It crashes a lot. Review collected by and hosted on G2.com.