Worldox GX4 has been out for about six months now. The various patches and updates that always come with a new version have been applied.
More importantly, some significant new features have been added, or features that were eliminated in the desire to move to a more “modern” pretty face look have been restored by popular demand.
The top item on this list of additions are the fact that type-down lookups now function in the find templates as well as the save templates. You no longer need to know a client/matter/doc type code, you can just start typing anything in the in the description and a list pops up showing all the clients that have those characters anywhere in the description. This is a super time saver.
The other major item is the ability to assign comments when copying or moving multiple files has been restored. This was a major issue, especially for new firms. Some minor problem have also been adjusted – the old boolean search operators (and, or, not) have been restored and now work as well as the new operators (&,, |, !).
GX4 also has a very nifty new feature that allows you to drag and drop multiple files directly from the Worldox file list to your desktop, a Windows Explorer window, or any of the web sites that offer drag and drop to upload. This gets around the problem either of needing a “send to” command or the fact that many of the web-based programs could only upload one file at a time. Of course, it opens up the spectre of working behind the back of Worldox, but that is a training issue.
In addition, now if you right-click on a document in Windows Explorer, it gives you an option to Save to Worldox. This only works with one document at a time, but you can drag and drop multiple documents to the WorkZone. In addition, you can now copy entire directories (including sub-directories) directly into Worldox. All the files in a directory will be imported, with a comment added indicating the directory/subdirectory they were imported from. So in Worldox GX4 you can import the entire contents of a discovery/production CD into Worldox in just a few clicks.
I have started upgrading client systematically. GX4 is a great upgrade. The typedown lookup and the fact that text searches show “snippets” of the text à la Google are enough to justify the upgrade by themselves.