Worldox Reviews and Ratings

Rating: 8.7 out of 10

Score

8.7 out of 10

Community insights

TrustRadius Insights for Worldox are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Well-Designed Interface: Many users have praised the product's user interface for being well-designed and intuitive. They have found it easy to navigate and complete tasks quickly, indicating that the interface is user-friendly and efficient in facilitating their workflow.

Positive Customer Support: Several reviewers mentioned that they had a positive experience with the company's customer support. They found the assistance provided by the support team to be helpful when seeking help or resolving issues related to the product. This suggests that the company is responsive and attentive to its customers' needs, enhancing the overall user experience.

Seamless User Experience: The positive feedback about the user interface and customer support indicates that the product offers a seamless user experience. Users appreciate the usability of the interface, which allows them to easily navigate and complete tasks efficiently. Additionally, having access to reliable customer support enhances their satisfaction with using the product.

Reviews

5 Reviews

Worldox is Top Tier Document Management

Rating: 9 out of 10

Incentivized

January 21, 2025

Use Cases and Deployment Scope

Our company uses Worldox to draft, review, revise, and redline various types of word documents. We also use Worldox to store scanned documents and other files and documentation. Our Worldox program is set up so that we can remote into it through a secure VPN and work on any document or file at any time. Since Worldox allows you to save versions of files and documents, you can see all changes made with date and timestamps and they can be saved very easily.

Pros

Red lining documents
Saving different versions of documents

Cons

I would like to see Worldox offer the capability to save different types of photo files
Offer the capability to save videos to Worldox
Offer the capability to edit photos and videos inside of Worldox

Likelihood to Recommend

Worldox is very well suited when you have files, documents, letters, etc. that need to be edited and reviewed by multiple people. Worldox allows you to make edits or create documents and then save a new version every time an edit is made.<div>It also offers the capability of red lining those documents so that you can very easily go back and see changes that have been made. This allows a lot of people to work on a similar document or project without having to get up from their desk or seat and interact with one another. </div><div>

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Shanna Kostopulos

Paralegal in Legal at Miller Law Firm (1-10 employees)

Vetted Review

3 years of experience

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Worldox is the Premiere word processing program

Rating: 9 out of 10

Incentivized

December 17, 2020

Use Cases and Deployment Scope

The entire firm utilizes Worldox GX4. It is our "word processing" software. It is simple to navigate and easy for all to access. Switching from file to file is a breeze and it is easy to make a short-cut for frequently used files.

Pros

Saving and re-naming documents
Ease of navigation throughout a file
Searching for documents within a file is a breeze

Cons

Changing folders within a file sometimes take a bit of time to perform
Doesn't always bring up all sub-folders

Likelihood to Recommend

Ease of navigation is probably the top seller for me. I might work on a dozen or more separate files per day and I need to be able to switch between files efficiently, especially when asked to find something quickly. Naming conventions are simple and easy to use. Searching for a document, even when there are hundreds, is pretty simple and straight forward.

Tara Crosby

Paralegal Investigator in Legal at Boyd & Jenerette (51-200 employees)

Vetted Review

1 year of experience

Worldox - a great document management solution for any company

Rating: 10 out of 10

Incentivized

March 30, 2018

Use Cases and Deployment Scope

Worldox is in use by my organization and many of my clients as a document management system. It organizes documents in extremely customizable containers and categories. The software works with cabinets and further specifies with multiple levels of categories and document types. Worldox also forces this structure by integrating with all basic applications including Office, Adobe, and browsers.

Pros

Forced structure via hooking into every day applications and producing Worldox Open and Save constructs versus the standard application Open and Save menus.
Extreme customization options including cabinets, folders, and document types.
The indexing system is very useful for locating documents by name, body, date, etc.

Cons

Because of its level of integration with applications, this can sometimes have technical issues or software compatibility complications.
Standard Worldox does not have built-in remote access. A separate software construct is required to setup a Worldox web client, which more or less involves "checking out" files versus working on them remotely. Enterprise Worldox is required for true online collaboration and remote access.
The software will have strange bugs and behavior from time to time. There are frequent smaller updates to patch code along with eventual large updates (GX 3, GX 4, etc.).

Likelihood to Recommend

Worldox is well suited for any company looking for document management. It requires training and buy-in from company employees but can greatly improve productivity and organization and reduce clutter on network server storage.

Derek Schroeder

Service Manager in Information Technology at Accellis Technology Group (11-50 employees)

Vetted Review

Reseller

9 years of experience

View profile

Worldox GX4 Review

Rating: 8 out of 10

Incentivized

March 20, 2018

Use Cases and Deployment Scope

We use Worldox GX4 for our company's document management system. This software is very legal specific, however many other industries could benefit from its use, as it is highly customizable. With Worldox GX4 any/all documents and emails need to be profiled so that they can be easily searched/retrieved by other users in the organization.

Pros

Ability to find documents
Keeping multiple versions of the same document
Ethical walls (to prevent conflict of interest)

Cons

Cloud product is a little lacking
Little bit of learning curve out of the box
For a larger organization, may need to dedicate a resource to manage the program

Likelihood to Recommend

Worldox Gx4 is well suited for law firms, specifically in that it does profiling, versioning and ethical walls very well. Finding documents and/or emails that have been previously saved is EXTREMELY easy, saving staff members a lot of time on a daily basis. Worldox forces all users to profile (save) files into a specific format, resulting in universal work flow as well.

Verified User

Director in Information Technology (11-50 employees)

Vetted Review

Reseller

6 years of experience

Docs for joy!

Rating: 8 out of 10

Incentivized

December 13, 2017

Use Cases and Deployment Scope

Brilliant product for organizing legal documents

Pros

Document cataloging
Legal document management
Document version control

Cons

Graphic user interface
Customer service
Mobile app support

Likelihood to Recommend

Great for use in a transactional law practice. Not great for use on mobile apps and on the move in a remote-friendly workplace.

Jonathan Mason

Senior Paralegal in Legal at David Feldman Worldwide (11-50 employees)

Vetted Review

3 years of experience

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Reviews and Ratings

Worldox - a great document management solution for any company

Rating: 10 out of 10

Incentivized

March 30, 2018

Use Cases and Deployment Scope

Pros

Forced structure via hooking into every day applications and producing Worldox Open and Save constructs versus the standard application Open and Save menus.
Extreme customization options including cabinets, folders, and document types.
The indexing system is very useful for locating documents by name, body, date, etc.

Cons

Because of its level of integration with applications, this can sometimes have technical issues or software compatibility complications.
Standard Worldox does not have built-in remote access. A separate software construct is required to setup a Worldox web client, which more or less involves "checking out" files versus working on them remotely. Enterprise Worldox is required for true online collaboration and remote access.
The software will have strange bugs and behavior from time to time. There are frequent smaller updates to patch code along with eventual large updates (GX 3, GX 4, etc.).

Likelihood to Recommend

Derek Schroeder

Service Manager in Information Technology at Accellis Technology Group (11-50 employees)

Vetted Review

Reseller

9 years of experience

View profile