World Software Corporation just released their latest version of their DMS product, Worldox GX2. It is available for new installs now, but the upgrade package for existing customers is still a few weeks away. The upgrade will be free for customers who are current on maintenance. A couple of the key new features of Worldox GX2 are the improved Outlook integration and the ability to create Ethical Walls.
We have been running a Beta version in our virtual research lab for a few months now, and tested these new features as well as a few other highlights.
A few screenshots and comments are below the fold.
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Outlook Integration – Starting with the release of Worldox GX, users were able to have some integration between Outlook and Worldox. With GX, users could create Email Quick Profiles which translate to drop-folders in a new WORLDOX folder in the user’s Outlook mailbox. Worldox GX2introduces new integration between the Outlook drop-folders and the full Worldox system. Users can drag and drop any email into the drop-folder to save into Worldox. As shown in the screenshot below, when opening the drop-folder, the user is presented with the full Worldox file list for that particular client and matter within Outlook.
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- Ethical Walls – From the WDADMIN utility, Ethical Walls can be created for particular clients, matters, or even document types. Default access for the entire profile group can be granted, in addition to special Read-Only or Block access for users or groups, as per the example below:
Worldox GX2 Ethical Wall
- Ethical Walls – From the WDADMIN utility, Ethical Walls can be created for particular clients, matters, or even document types. Default access for the entire profile group can be granted, in addition to special Read-Only or Block access for users or groups, as per the example below:
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Enhanced Search Lookup – When starting to type a search term into either the Full Text field or a metadata field, a drop down of suggested words that are in the full text index appear. For Full Text searching, a Sounds Like is included too. This could be useful when users are a bit unsure on exactly what they want to search for. An preview of this feature is shown below:
Worldox GX2 Enhanced Search Lookup
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Early indications are that Worldox has once again made a step in the right direction, bringing in features that either match or exceed those of competing products on the market. We’ll continue testing Worldox GX2 and see how firms out there can leverage this new version of a very popular legal DMS product.