For most firms, Worldox is “set it and forget it.” Users are trained on features that exist when the program is installed but then never revisit available functionality until it comes time to update the entire program. This has two drawbacks. First, it leads to a slow degeneration of skills and Worldox use becomes less efficient over time. Equally important, it ignores any new features that may have been added to the program. Recently Worldox has been rolling out substantial new features without calling it a “new version.” What are some of these features?
Web 3.1. Worldox released Web 3.0/3.1 almost a year ago. This is a pure browser based link to the Worldox document store that makes it practical to access Worldox without having to log in to an office PC remotely or set up a Citrix/Terminal Server configuration. When a Word document is opened or saved, the browser pops up and opens or saves directly from your network server. Outlook can now also be integrated with Web 3.1. This can be a life-saver for Mac/iPad users since it now lets them access Worldox natively.
Email Agent. The email agent provides two very powerful new features. First, it allows users to file emails in Worldox from their smart phone. You used to be able to do that only if your office PC was on and Outlook open. This is no longer necessary. Second, it lets you tag folders in your Outlook inbox so that emails dragged to them are automatically copied/moved (depending on the option you select) to Worldox in a single step with no further intervention.
Teams integration. Worldox is now offering a Teams-based client portal. You can send files to Teams, edit them collaboratively through Teams and then re-import them back to Worldox, as a version of the original file if desired. Teams does not provide the same email security that many other portals do, but it is free if you have current versions of Microsoft Office.
Clio link. Worldox is now offering a third-party link with Clio. This lets you look up Worldox documents from within Clio. It does not, however, let you export Worldox documents to the Clio client portal. Thus it provides an extremely useful link to Worldox, but short of full-fledged portal functionality. After the initial setup, it is inexpensive at $5/user/mo for every Clio license.
For all of these options, make sure you are upgraded to the latest Worldox build.