Ethical Walls are built into the base Worldox software – it’s not an add on!
Worldox provides excellent security for your documents. The security module, which is included with Worldox, works with Active Directory to ensure that the security within Worldox is also applied at the operating system level so that sophisticated users cannot bypass Worldox security by going straight to the file system.
An Ethical Wall is used when you do not want a specific person to have access to a confidential transaction, usually because they have information relating to the transaction or interest in the outcome of the transaction. Whatever the reason, Ethical walls can be set up by client, matter, document type or any combination of the profile fields used for the client’s documents. When a person is subject to an ethical wall they cannot search for, access, or even know the name of the confidential transaction. It is completely hidden to them.
Security can use predefined groups. Whether it is to secure a specific file or an entire file, user groups allow many people to receive the same security all at once.
All the features in Worldox can be secured. If you do not want users deleting files you can disable that feature network wide for a specific user or group. Other features such as file auditing or recovering a deleted file may be better suited to your administrators and can thus be restricted to them.
You may want to secure a path or folder that is not a part of Worldox. Worldox can secure the file set for you. Choose the path and apply the users or groups to have security applied and Worldox will apply it.
A cabinet is a profile – a set of fields that define how a document is stored. For example, in a law firm the cabinet would include the client, matter, document type, author and typist as an example. The HR cabinet might include the employee number, department and author as another example. Security can be applied to the entire cabinet so that those who should not have access will not even see the cabinet as available.
Cabinet security is great for securing Partnership, HR and Accounting information.
With so much flexibility, it is hard to imagine a scenario where Worldox security could not be used to secure your files.
If you are not yet using document management, please call us for a free demonstration of how Worldox can change the way you work – for the better. Look what some of our clients have said:
“Implementing Worldox was the single best decision we made in 2014—it significantly improved our productivity and made us more collaborative.” —Jan Chaffay, Business Manager, Houser, Henry & Syron LLP
“Triella listened to what we wanted a document management system to do for our firm and came up with a plan to ensure our requirements were met. I like the portability factor—we all have laptops and Citrix and as long as a document has been scanned into our system, we can access it anywhere.” —Ian Mair, Partner, Moodie Mair Walker Lawyers
Charles Bennett is the Principal Consultant at Triella, a technology consulting company specializing in providing technology assessments, consulting, maintenance services and CIO-related services to small and medium sized firms. Charles can be reached at 647.426.1004. For additional articles, please visit https://www.triella.com/publications.html. Triella is a Citrix Partner, VMware Partner, Microsoft Small Business Specialist, Microsoft Silver Partner, Dell Preferred Partner, BlackBerry Alliance Partner and Authorized Worldox Reseller.
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