Worldox GX4
Document Management Easier Than Ever Before
Worldox GX4’s new Active Profiling® capability takes document and email management to the next level. The redesigned user interface and functionality enables your staff to save and retrieve content more efficiently than ever.
The new one-click save option automatically profiles content for users. In addition, filing emails has never been easier since Worldox GX4 actively monitors incoming and outgoing emails, assigns client matter information and adds folders in Outlook that correlate to your Worldox Favorite Matters.
Buy Now
- Effortless one-click save options available for executive users. The new QuickSave option automatically profiles content for users with the click of a button from Microsoft Excel, Word and Adobe Reader applications.
- Filing emails has never been easier since Worldox GX4 actively monitors incoming and outgoing emails with heuristics, assigns client matter information and adds folders in Outlook that correlate to your Worldox Favorite Matters
- Redesigned interface features and executive theme that allows you to view up to three times more documents on the screen than previously available. Quick sort options by doc type, date and category make locating documents a breeze.
- Full search functionality is provided from the Microsoft Office toolbar. Quickly locate Favorites, QuickSaves, matter documents and perform full searches without leaving Word or Excel.
- Users can create multiple user-defined categories (meta tags) for each document and then sort, filter and search with them.
- Inline Search field allows you to instantly search for document names and/or text. Dynamic search result snippets are displayed in the file list or executive view.
- An inline file preview panel is available on the right side of the file list. Easily scroll through search results while viewing the document.
- Search, retrieve and view Worldox matters directly from Outlook.
- You now have greater control of adding and removing Favorites with one click.
- Follow Me Favorite™ technology knows which files you worked on recently and then presents these choices for quick filing and navigation. The File Save dialog now provides Cabinet, Favorite Matters or Quick Profile tabs, where you can choose a folder with predefined information and automatically populate profile fields while saving new files into Worldox.
- Customization of the user interface theme is available on a user-by-user or firm-wide basis. Choose from Worldox GX3, Windows 7 and Windows 8 icons, colors and styles for different monitor sizes or user preferences.
- As in Worldox GX3, multiple deployment options are available, including Worldox GX4 Cloud and a hybrid Worldox Enterprise approach.
- Effortless content sharing is possible with connectors to industry standard applications such as Citrix ShareFile and Legal Anywhere.
- “One touch scanning” of documents into the Worldox repository is available and already being used by the industry’s largest copier and scanning companies such as Canon and Konica Minolta.
File Server Requirements for Worldox
Worldox does not require a dedicated file server. It simply needs one (or more) public drives mapped to a resource with sufficient disk space to hold the documents and the associated databases at each office.
The Worldox database overhead is approximately 25-35% of the profiled documents. For example, for every 100 MB of documents, Worldox may use up to an additional 35 MB to store and index associated profiles and text.
The Worldox databases must reside on the same resource (drive) as the documents. World Software recommends setting aside enough free disk space per managed resource to maintain at least five (5) years of additional documents.
For Microsoft Active Directory integration (Optional) Worldox requires MS Server 2003 or higher
*Note for 2008 server and higher, 8.3 Filename Support needs to be on. We highly recommend SMB2 be disabled and if not fully patched.
Profile/Text Indexer Workstation Requirements for Worldox
Worldox requires at least one Profile/Text indexer PC per office. Worldox indexers are standard workstation-class PCs. Their local disk requirements are for temporary space only; no permanent data is stored on an indexer. Most of today’s off-the-shelf workstations are sufficient to serve as an indexer.
Important Note: Your database build and update times correlate directly to the speed and resources of your indexer PC. If you have large data sets, Worldox Software recommends utilizing a more powerful PC for indexing.
Minimum recommended Profile/Text Indexer workstation specifications are:
- Processor: Core 2 Duo (or higher). A Faster processors as well as a Multi-Core Processor will provide max performance.
- Memory: 2 Gig of RAM Min.(4 Gig Recommended)
- Operating System: Microsoft Windows Vista, Windows 7, 8,10
- Software: Microsoft Outlook Mail client to allow for email indexing (same version as in production)
- Free Local Disk Space: At least 50% of the disk size of the documents being indexed.
- Network Connection: 100 Mbps Min., 1 Gbps recommended.
Workstation Requirements for Worldox Client Software
Worldox will run on virtually any PC that can run Windows 10, 8 (Desktop Mode), Windows 7, Windows Vista.. (Home version O/S’s not supported). Worldox uses around 50 MB of local disk for application and temporary files. Please note the minimum workstation specifications for acceptable performance:
- Processor: Core 2 Duo (or higher)
- Operating System: Microsoft Windows Vista, Windows 7, 8, 10
- Memory: Min 2 Gig of RAM or higher 4 Gig recommended.
Requirements for Worldox Web
Worldox/Web Mobile is a companion to Worldox GX3 while Worldox Web 2.0 is the companion to GX4.Each offers access to your firm’s documents from any Internet browser or supported handheld device like iPad, iPhone, or Web enabled phone or tablet.
Worldox/Web requires the following infrastructure:
- Worldox GX3 requires Worldox Web Mobile or for GX4 Worldox Web 2.0
- Windows Server 2008 or higher running IIS
- Full time broadband internet connection
- Static IP address with a corresponding hostname
- A Windows 7, 8 ,10 workstation to serve as a Worldox Proxy Server is highly recommended
Please contact your Reseller or World Software Technical Support for additional information or clarification on system requirements, if necessary.