Road Warriors and Home Workers… Keep Your Documents Inside Worldox!

Instead of making copies of documents and saving them in various platforms to give yourself access when working from home or on the road (Dropbox, Box, iCloud, etc.), keep everything in one place within Worldox and get access to them from your iPhone, iPad or a browser by using Worldox Web 3.0.  From a cybersecurity perspective, it is much easier to manage security around a central repository than documents that are scattered all over the place.  From a mobility perspective, your end-users will love having everything in one spot!

Now in its 3rd generation, Worldox Web comes with a fully redesigned web server engine and end-user interface:

Worldox Web 3 update - keep your documents inside Worldox

What is most compelling about this advanced build is the pop-up integration that it has with Word, Excel and PowerPoint upon a File > Open or File >Save command.  Where previous versions were a little watered down, this version has features such as Advanced Search, Direct Access, Categories, Projects (.wdl files), View, Upload, Download, Check Out, Check In, Edit Metadata, Add Comments, Copy, Move, Delete, and Version Control are all available. Users have automatic, real‐time accessibility to Favorite Matters, Favorite Files, Cabinets, Workspaces, Bookmarks, and Find Templates from any web browser.  It also comes with a new iOS app for the iPhone and iPad!

What’s Even Better?!

We are excited to announce that Worldox is going to release an update to Worldox Web that has an Outlook Add-in which allows for the Copying and Moving of E-mails via Web 3.x.  This is an awesome improvement to the already-impressive integration they built with Word, Excel and PowerPoint!  While we don’t have firm dates yet, we are hoping to see this toward the end of Q2.

Worldox Web 3.0 Requirements

  • Latest Worldox GX4 code
  • IIS Server
  • Windows Server 2012 R2 64-bit, 2016 64-bit and 2019 64-bit
  • Full time broadband Internet connection
  • Static IP address with a corresponding hostname
  • Windows 7 (SP1 64-bit is required) or 10 (64-bit is required) workstation to serve as a Worldox Proxy Server.

How Do I get Worldox Web 3.0?

Affinity is happy to help! As with all software implementations, planning and preparation is the key.  Please contact our Client Engagement Team by calling 877-676-5492, or request a consultation and ask that your firm be contacted.  A member of Affinity's Document Management Team will be in touch shortly to upgrade your firm to the latest Worldox code and set up your Worldox system for a successful deployment.



Your Roadmap to a Paperless Law Office

Paul Unger

Written by Paul Unger

Paul is an Affinity Partner and law practice consultant with a passion for teaching attorneys how to use technology and how to automate their practice. He teaches and coaches lawyers how to be more efficient with time, task, document & email management, and just as important, distraction management by offering customized time management workshops for lawyers and their staff throughout North America. He helped modernize the use of courtroom technology and is an expert in paperless office strategies and document management. He is also an author of numerous books, manuals, and articles. Paul is a national speaker and frequent lecturer for CLE programs.

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