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This article will explain the Advanced searching features of Worldox Document Management
How can a document management help my firm?
Ethical Walls are built into the base Worldox software – it’s not an add on!
Matter centric filing is built into Worldox. Save email with your client documents seamlessly!
Important productivity gains can be had by using Worldox. Find out why?
Now looking up coded information is easier than ever
Document Management software provides and interface between your applications and file system. The interface allow you to build a common language around how files are saved so that everyone in your company can save documents in a way that makes it easy for anyone to find, access and retrieve those documents. Triella isa reseller of the document management system called Worldox. Worldox has just released Worldox GX4, their latest iteration of and award winning software application.
Worldox GX4 contains a number of ease of use features and an updated interface to be more consistent with Windows 8/10. We will be writing further blogs on these features over time.
More on the above screen in later blogs!
We feel the biggest improvement is with table look ups! In the past, if you did not know a certain code, such as the Client number you could hit a button, type in the client name and automatically get the client number. The reverse was also true – you could hit a button, look up the number and get the client name.
Now you can enter the client name or number right in the field itself during the save of the document. When you do so Worldox dynamically looks up both the client name and number simultaneously and presents them in a small list for selection! This can occur on any profile field within the profile card. It makes completing profiles fast and easy! This is illustrated in the Client profile field below:
If your company is not using document management, now is the time to see how document management can improve productivity at your office. Call us to arrange a free on site demonstration of the system at 647.426.1004.
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. 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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