As more and more firms start using Worldox Web 3.0, there are some “gotchas” that have been popping up. Here are some of the things that a firm needs to be aware of when rolling out Worldox Web 3.0.
The first is that the standard workflow users are accustomed to with their in-house system cannot just blindly be carried over to the web. On a network, most users just leave Worldox running all the time, in many cases not even shutting it down when they leave for the day. This does not work with the web. In the first place many if not most laptops are set to “sleep” or hibernate after a given period of inactivity to save battery life. This breaks the connection to the internet and may disrupt Worldox’s ability to track whether a document has been checked out or what its status is. If you are going to be a heavy user of Worldox Web 3.0, be sure to set your power options either to never sleep or only after a significant period of time (the amount of time you are likely to be working with Worldox-based documents at one sitting).
When Worldox Web 3.0 is first installed, you may encounter issues with searches not working properly. This is likely due to the fact that a Quick Access template must be manually defined (in the network version it is generated on the fly). This is easy to fix, but something you want your consultant to do.
Some people have reported screen refresh issues when checking documents out and back in. If it seems that “nothing happens” when you check in a document, try hitting the refresh button to see if the problem goes away.
Lastly, many people install popup blockers or ad blockers on their browsers (I know I do). These sometimes affect the Worldox popups for check out or check in or other functions. You may have to whitelist the Worldox Web account (e.g. worldox.firmname.com) to enable the popups to function properly.
I think this is a question of logic and training. After all, if you can use the desktop client, then you are connected to your network and why would you want to use the Web? The web agent automates the problem of check-in/check-out and uploading/downloading. If you are NOT using the agent, then many people will download files to work on them without checking them out, so that a file could theoretically be edited by two people at the same time. Users just need to be trained that if they are using a laptop outside the office, they need to start the Web agent and not desktop client.
Posted by: John Heckman | April 24, 2020 at 02:32 PM
Yep, had the same issue with searches initially. Regarding the Web Agent, how do you reconcile with the users the fact that the Worldox desktop client and the Web Agent cannot run at the same time? Is it just a matter of educating them to close one client before opening the other? I've disabled user access to downloading the Web Agent for now, but I'm curious what other firms are doing, or if they are using the Web Agent at all.
Posted by: ER | April 24, 2020 at 01:56 PM