Features in WORLDOX 2002

E-mail Management System and WORLDOX/InBox
Quick Profiles
Related Documents
Tabbed Worklists
UNC Support
"Docs To Go"
Profile Spell Checker
Data Profile Field with built-in calendar
Simplified iManage Conversion Kit
12 character capability for subdirectory field (expanded from 8 characters)
WORLDOX/Web Add-on Extranet/Portal Architecture
Graphical User Interface

Drag and Drop column headers at the individual user level
Build and Save custom column headers displaying the data that you want displayed
Display or Hide WORLDOX Explorer Tree
Display or Hide WORLDOX Profile Bar
Display or Hide Profile comments
GUI Layout may be locked down to a Firm standard or set on a user by user basis
Quick sort column buttons allows users to sort file listings in ascending or descending order
Supports displaying document information such as Date Created, Date Update, Extended name, Comments, Versions, Text hits, as well as 7 profile field metadata values per document
Quick Pick allows quick access to recently accessed Files and Folders along with capabilities to perform quick searches
Preferences and layout can be saved on a user by user basis
User built speed buttons allows quick one-click access to commonly used files
The WORLDOX Path Tree gives explorer like access to your drives, folders and files
Profile Windows displays the 7 profile fields along with the extended name and comments information
File Manager

Copy and Profile files
Move and Profile files
Delete files with WORLDOX Recycle bin protection
Undelete files
File Check-out and Check-in feature
Zip files to free up disk space
Full Explorer like path tree capabilities
Profile and import non WORLDOX documents
Open With - Allows users to tag a file and open with a selected application
Edit a profile and change field information or add additional comments
User Based History Lists

Favorite File list - lists the last 20 files used (can be set to a larger number)
Favorite Folders - lists the last 20 folders accessed (can be set to a larger number)
File Audit Tracking

Builds a detailed searchable audit trail database on files stored in the DMS
Query and print a detailed audit trail on an individual file
Query and print date range audit information
Query and print the audit trail by event types
Query and print the audit trail by user codes
Viewers

View over 150 file formats via the viewers
Viewers allow users to view file formats even if they don't have the corresponding application installed on their PC
The WORLDOX Indexer utilizes the viewers to open and index the documents full text
Document Security

Place Security on an individual File or group of files
Protected security allows other users read only access to documents, forms, templates
Hidden security allows authors to hide documents from other DMS users
Custom allows the setting of group level security on a document
Security may be combined with the network operating system security to lock down users outside the DMS
Printing

Print File listings - prints a reports of currently displayed files from the WORLDOX GUI
Select and Print Files right from the WORLDOX File Manager
Print files right from the WORLDOX viewer
Version Control

Create and track up to 26 versions of a single document
Ability to turn on sub-versions to allow up to 26 versions of a version
Version list allows you to display versions of a file
Launch and run Compare programs such as CompareRite or DeltaView
Check-out and Check-in capability for work on versions outside the office
Searching

Full text searching with support for Boolean operators (AND, OR, BUT NOT, WITHIN)
Profile Field Searching
Date range searches - Date Created and Date Updated
Combination Full text, Profile and Date range searches
Client / Matter Quick Access
Global and user defined search templates
Last find request eliminates rekeying information on similar searches
Global and user created Quick access Buttons and Favorite lists
DropZone

Profile and manage MAPI compliant E-mail messages and attachments
Profile and manage Digital Photos, Images and other electronic files
Drag and drop from any OLE compliant application
Track and locate items imported using DropZone via QuickPick
E-mail (Novell GroupWise and Microsoft Outlook)

Select files to e-mail then click on the mailbox to start a new message
Within GroupWise or Outlook select the attach file button and you will get the WORLDOX GUI
Select File Save As while reading an e-mail and WORLDOX will profile that message
WORLDOX Application Mirror Mode

Runs program files locally - EXE's and DLL's reducing Network overhead and traffic
Mirrors application changes from Network to the local users harddrive
Allows notebook users to have a fully functional version of WORLDOX when traveling
Allows users to use WORLDOX even if disconnected from the network
WORLDOX Data Mirror Mode (Echo or Shadowing of Documents)

Echos a copy of recently worked on documents to the users local drive for access and use incase of a network crash (Default is 7 day life span for locally mirrored documents)
Allows users to create and edit documents while the network is down
Synchronizes locally mirrored documents with network once network is back up and running
WDAdmin - WORLDOX Administration Program

Create, Edit and Delete Users
Import users via an ASCII delimited file
Setup WORLDOX and WDAdmin Passwords
Set WORLDOX File locations
Easy access to upgrade license count, serial number
Create and Edit Profile groups
Import Profile group information from other DMS
Setup WAN domain
Manually run a domain clone
Setup and manage security groups and rights
Setup and manage security classifications for documents
Add edit field table data
Import field table information from an ASCII delimted file
Run field table maintaince and repair utilities
Configure the Audit trail databases
Query the Audit trail databases
Build an index on the Audit trail databases
Setup and Run Archiving of documents
Restore undelete protected documents
Purge the WORLDOX recycle bin
Setup the WORLDOX program preference settings
Setup comparison software such as Comparerite or DeltaView
Setup of the Translation table
WORLDOX Profiles created via WDAdmin

Create up to 256 Profiles per installation
Profiles may contain up to 7 fields along with extended name and comments field
Profile fields can be required or optional
Profile fields can be tied to lookup tables with data validation
Lookup tables may be common and shared between multiple Profile groups
Profile fields may be linked to prior field in the case of Client and Matter
Profiles may be specified as base path only - forcing a standardized directory structure
Profile fields may be used to create subdirctories for base path scenarios
Extended name of document is 60 characters
Comments field may contain up to 5000 characters per document profile
Library feature may be enabled or disabled per profile group
Undelete protection may be turned on per profile group
Profile Groups may be flagged as read only to protect forms, templates or legacy documents
Profiles have UNC support for Wide Area Network Installations
WORLDOX Users created via WDAdmin

WORLDOX users allow for User Id, User Code and User Name
User information may be imported from a ASCII delimited file
WORLDOX Users may also be linked to network login id to allow for seamless startup
Users may be regular users, managers and or WORLDOX Web users
May grant specific data mirroring range per user as opposed to using the global setting
WAN Support

Centralized administration via WDAdmin
Full Text and Profile search capabilities across the WAN
Domain Cloning - scheduled or manual, keeps all offices updated with changes
Automatic UNC drive mapping
WORLDOX Indexer (dedicated pc required)

Indexes Full text of documents and PDF files using the INSO viewers
Indexes Profile information in real-time
7 x 24 scheduler
Scheduler can handle events such as database maintenance and Client Matter imports
Nightly scheduled builds of indexed databases built to Indexers local drive to reduce server overhead
Report Writer

Create and save custom reports on Profile information
Export WORLDOX data to ASCII delimited files for use in other firm applications
Print User lists
Print lookup table reports
Importing and Conversion Toolkit

Convert data from PCDocs, SoftSolutions and iManage
Import data from ASCII delimited files
Import Client Matter information from Time and Billing systems
Worldox Web

Safe secure internet access to your documents
Profile and Fulltext search capabilities (similiar to the Worldox client)
View documents via HTML in a browser
Dowload documents
Grant clients limited rights and limited access to a subset of documents (extranet capabilities)
Grant employees full or limited access
Upload and profile documents created off site
Check-out documents for work out of the office
Check-in documents
No special client software needed on PC for Web Access
Worldox API / SDK

Allows programmers to access WORLDOX data from other applications