effortless and document management

Transcription

1 effortless and document management Redesigned with Active Profiling technology for ease of use and automation. manage, share and access all of your digital content.

2 n t effortlessly manage your content GX4 s new Active Profiling capability takes document and 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 s has never been easier since GX4 actively monitors incoming and outgoing s, assigns client matter information and adds folders in Outlook that correlate to your manage your Content Favorite Matters. The industry s largest copier and scanning companies such as Fujitsu, Canon, and Konica Minolta are taking advantage of GX4 technology that allows one touch profiling of documents into the repository. Manage effortlessly share & access All new mobility tools allow easy and effortless document access when working remotely. Newly redesigned web and ios apps have minimal learning curves and allow you to seamlessly continue your work from any location. Docs Scan manage your Content GX4 also facilitates effortless content sharing with connectors to industry standard applications like Citrix ShareFile and Legal Anywhere. effortlessly deploy Your Content As firms have different needs, GX4 offers multiple options of deployment, letting you choose what works best Manage for you. No matter which deployment option you choose, the Your Content user will experience the same intuitive new interface. Share Docs Docs Access Share & Access Manage Scan Scan Docs Scan Your Content Share Access Cloud On Site Hybrid Enjoy the benefits of SaaS computing with GX4 Cloud or choose traditional on site deployment. You can also opt for a hybrid/enterprise approach that allows our Cloud deployment server behind your firewall, giving you the speed of local data while providing all the valuable Share & Access features to remote users and offices. Your choice of Deployment including Zero resource Cloud option. i n For details, contact your Reseller: Manage Your Content Contact Direct: Sales: (800) sales@worldox.com Technical Support: (201) Main Site: WORLD SOFTWARE CORPORATION GLEN ROCK, NJ ALL RIGHTS RESERVED GX4-1A

3 mobility worldox access on the go Docs Scan manage your Content Share Access Mobility tools allow easy and Share & Access effortless document access when working remotely. in y Manage

4 oice of Deployment ro resource Cloud option. worldox for web The new Web 2.0 allows you to Web access and work on your content from anywhere, incorporating the new Active Profile technology for speed and efficiency. Users have automatic, real-time access to Bookmarks, Favorite Matters, Favorite Files and Workspaces. If any of your users need Mac access, you can activate the native Mac Client option. Web enables you to access and work on your content anywhere you have internet access and a browser. And, it includes the free for ios iphone and ipad apps. worldox cloud Enjoy the benefits of SaaS computing using a patent-pending communications platform to seamlessly connect to anytime, anywhere. Cloud On Site Hybrid Automated, frequent back-ups, redundant environment Your choice of Deployment including Zero resource Cloud option. No on-site servers or other hardware needed. Completely secure. Meets rigorous standards for data communication and integrity. No up-front software purchase is required. Instead, pay a low monthly fee. Flexible, remote access. At the office, at home, at client sites mobility anywhere, anytime. No hidden costs. management, local backup copy, client matter update automation and more, are included in the base price. Share Access Cloud On Site Hybrid World-class technical support. Best-in-the-business, award-winning customer phone and online support are included. Share & Access Full featured PDF Editing Suite Zero Download Technology worldox enterprise Your choice of Deployment including Zero resource Cloud option. Our hybrid/enterprise approach allows our Cloud deployment server to be installed behind your firewall, giving you the speed of local data while providing all the valuable features to remote users and offices. All your users will experience the same intuitive new interface. Manage Your Content (800) sales@worldox.com WORLD SOFTWARE CORPORATION GLEN ROCK, NJ ALL RIGHTS RESERVED M-1A

5 connectors archive, update and share your content

6 worldox bulk document archiving connector This Connector simplifies and safely archives large numbers of outdated documents over time while users continue to work while experiencing no downtime. Improves users searching experience as searches are faster and resulting file lists contain more pertinent documents. For the Administrator, it reduces indexer initialization and update times. It frees up disk space on the storage device. Removes file clutter while still allowing for instant access when required. worldox client matter connectors Client Matter Connectors automate the process of updating profile field tables by performing real time SQL querys against your time and billing or case management system to ensure up to date information and real time access. Connectors are available for Elite, Juris, Omega, LawBase, Prolaw, PCLaw and others. Real-time client-matter number updates Auto-archive documents based upon time and billing closed matters secure document sharing and extranet connectors has partnered with the markets leading extranet solutions to allow seamless and secure sharing of your firm s content. ocr server Ensure all of your scanned image and pdf documents are fully text searchable with contentcrawler for. Industry surveys indicate over 30% of firms content are not readable by their DMS search engine. contentcrawler for ensures all of your scanned documents in the repository are fully OCR d so that they are text searchable. (800) sales@worldox.com WORLD SOFTWARE CORPORATION GLEN ROCK, NJ ALL RIGHTS RESERVED C-1A

7 Security Matters Visit us at Booth # 316/318 Sony Digital Paper and keep confidential documents secure. When you keep all your content on Digital Paper using s award-winning document management system, you have the perfect solution for maintaining security of your confidential documents. Digital Paper uses Advanced Encryption Standard (AES 256) encryption technology, an established worldwide standard, to help keep your content secure. Because your firm handles so much critical information, leaving that content on yellow pads or other paper documents could be a high security risk. Right now your firm has in its custody and control sensitive client and firm-business information, such as case or litigation strategies and client intellectual property. Keeping this critical information in digital form via Digital Paper and eliminates the weak links in your security chain. And, as the better way to read and write, Digital Paper allows you to review, annotate, and share your documents digitally, in conjunction with a cloud service.* All from a handy device that s light enough to carry anywhere. Because security matters so much for your firm, Digital Paper and keep your content secure. For more information about Digital Paper and s document management system for law firms, visit worldox.com/products/sony_digital_paper. KEEP IT DIGITAL. *Wi-Fi connection required. Fees may apply Words_ Ad Handout.indd 1 3/24/15 2:32 PM

8 effortless and document management GX4, new design with the revolutionary Active Profiling technology for ease of use and automation. manage, share and access all your digital content. Visit us in booth #316/318 at ABA TECHSHOW 2015 in Chicago. worldox.com World Software Corporation

9 Workflow Tools Workflow Tools Workflow Task Reminder Event Notify Overcome cross-departmental hurdles with s Productivity Suite Workflow module! The Workflow module is a straightforward way to streamline business processes, document review cycles and subsequent actions. With Workflow you can create a controlled type of document routing in which files are sent to one or more users for a defined purpose. Successive actions can be based on input/decisions received from a recipient. You can specify when you need recipients to review/comment, approve/reject or rate workflow documents. Workflow automates reviews of documents and increases productivity. You can create Workflow templates to define the types of questions to ask or actions that you want users to take and re-use them to circulate documents among your colleagues more quickly. The Workflow s initiator can write a Subject and select actions to request of recipients. If the document needs to be routed to a larger workflow in the future, new steps can be defined. You can view workflows in which you participated by selecting the Inbox option under My Workflows in the Navigation Panel. This launches the My Workflows dialog, where you can view pending, active or closed requests WORLD SOFTWARE CORPORATION GLEN ROCK, NJ ALL RIGHTS RESERVED

10 Workflow Tools Task Reminder Task Reminder sets up document-related, Microsoft Outlookbased reminders without leaving. Reminders are filebased and can include project links to files. You can send reminders to one or multiple participants and delegate document-related tasks directly from and manage them from Outlook. Simply select the file that will be the subject of the Outlook task in the file list and choose the Task > Create option. Specify the task, due date/time, reminder date/time, and assignee and click Send. The recipient will then receive an and be able to manage the task from Outlook s task pane. Create Tasks in that you can manage from Outlook Notify Notify module is a logical extension of the Audit Trail feature in. This utility sends alerts to you in real-time whenever selected actions are achieved by selected files by some or all named users. It s an essential add-on for security-minded managers and administrators. With Task Notify, admins and managers can select events for one or more files, then specify which users to track in reference to those files and events. As activity is recorded on those files and finds matches for specified events and users, Notify automatically generates s to designated recipients. Generate s to send event notifications to other users For details, contact your Reseller: Contact Direct: Sales: (800) sales@worldox.com Technical Support: (201) Main Site: WORLD SOFTWARE CORPORATION GLEN ROCK, NJ ALL RIGHTS RESERVED WT-1A

11 for for for Ensure that all your newly profiled and legacy files are fully text-searchable so you can comply with your most important discovery requests. Find all the data you re looking for. contentcrawler for is a valuable tool that can be used by any GX3 site. Image-based files such as faxes, image PDF files, and scanned documents can be profiled into, but unfortunately, some of these files are invisible to your search technology. now integrates with contentcrawler from DocsCorp to ensure that all files in the DMS are text-searchable. Sources of non-searchable content are: Scanned images saved as TIFF or image PDFs s with TIFF or image-based PDF attachments Electronic faxes saved as TIFF or PDFs Legacy image, PDF or documents from business acquisitions or litigation file ingestion Non-searchable content can be hindrances to your firm: Non-discovery of critical documents for a case, project or matter Failure to comply with Court orders to produce documents for Productivity loss when searching for missing documents DMS search technologies are not maximized contentcrawler and the contentcrawler logo are trademarks of DocsCorp Group Pty Ltd. contentcrawler s technology is protected under US Patent contentcrawler for solves problems that might result from image-based files by identifying non-searchable content and converting it to a text-searchable PDF. Any for files that are identified as being image documents are saved as either new versions, attachments or related documents as a text layer is added to the document to facilitate your search. This intelligent automated process supports over 180 languages and provides you with the peace of mind that every file in the DMS can be found, regardless of origin. Benefits of using contentcrawler for : Increase organizational productivity Simplify management of image-based documents Reduce non-compliance risks for Increase efficiency through automation Leverage investment in DMS and search technology Reduce costs managing OCR contentcrawler for is a valuable and cost effective add-on to any GX3 install and is available to firms of all sizes. An extra discount is offered when bundled with Workflow Tools. Contact Direct: Sales: (800) sales@worldox.com Tech Support: (201) Main Site: for 2014 WORLD SOFTWARE CORPORATION GLEN ROCK, NJ ALL RIGHTS RESERVED CC-1A

12 Productivity Suite Productivity Suite Workflow DocsCorp pdfdocs Task Reminder DocsCorp comparedocs Event Notify The new Productivity Suite includes the full versions* of comparedocs 4 and pdfdocs 4 from DocsCorp for seamless document comparison and PDF management. *The pdfdocs Binder feature is not included. It also includes the time-saving Workflow, Notify and Task Reminder tools for efficient document routing and task assignments. Improve your firm s workflow with a minimal learning curve and feature-rich utilities. comparedocs and comparedocs integration is an effective way to guarantee fast and accurate document comparison. comparedocs is much more reliable than manually comparing and contrasting documents. Comparison with this tool is a fool-proof way to prevent errors during document review cycles. comparedocs works with applications such as Microsoft Word or Outlook. You can compare Word to Word, PDF to PDF, Word to PDF, or PDF to any text-based document format. It finds differences in documents and then summarizes comparison results in Word or PDF output. Comparison reports in Word or PDF output can be saved back into. comparedocs helps you easily adhere to industry and corporate compliance regulations by reliably tracking, discovering and reporting changes made to critical documents. While comparing Word documents, you can accept or reject changes with the Track Changes feature and send output to a redline report. You can create a variety of statistical summary reports with highlighted document differences. Built-in OCR (Optical Character Recognition) capabilities enable comparison of anything to anything - paper documents, image files, PDFs and other supported document types. Comparison output can be displayed in a Word document. Benefits of using comparedocs with : 1. Streamline the document review process 2. Provide paper-based, image-based and text-based comparison workflows 3. Reduce risks and possibilities of errors 4. Produce either a track changes or a redline document as output 5. Integrate with business applications and systems The entire Productivity Suite with comparedocs and pdfdocs costs just $119 per user in law firms with 25 users or fewer WORLD SOFTWARE CORPORATION GLEN ROCK, NJ ALL RIGHTS RESERVED

13 Productivity Suite pdfdocs Create, collate, edit, annotate and combine PDF and PDF/A files easily with pdfdocs. This enterprise solution not only manages PDFs, but also integrates with Microsoft Office and to increase efficiency when collaborating on business-critical documents. Using, you can convert external documents to PDF, add profile metadata and then store them in the DMS. You can also convert existing documents in to save as new or related PDF files. Use single document mode or Organizer. The Organizer Workspace allows you to assemble and collate files from different applications into one secure PDF document. You can set up multiple workspaces or projects in pdfdocs and import all content related to a specific case, matter or project into the appropriate Organizer Project folder. Advantages of using pdfdocs with : 1. Create PDF and PDF/A documents 2. Collaborate on project-centric workspaces 3. Secure documents with encryption, metadata removal and redaction 4. Enhance productivity and workflow through integration *The pdfdocs Binder feature is not included. The Productivity Suite Includes Essential Tools Workflow The Workflow module allows you to create a controlled type of document routing in which files are sent to one or more users for a defined purpose. Successive actions can be based on input/decisions received from a recipient. You can specify when you need recipients to review, comment, approve, reject or rate workflow documents. Workflow automates reviews of documents and increases productivity. You can create Workflow templates to define the types of questions to ask or actions that you want users to take and re-use them to circulate documents among your colleagues more quickly. Notify The Notify module is a logical extension of the Audit Trail feature in. This utility sends alerts to you in real-time whenever selected actions are achieved by selected files by some or all named users. It s an essential add-on for security-minded managers and administrators. With Notify, admins and managers can select events for one or more files, then specify which users to track in reference to those files and events. As activity is recorded on those files and finds matches for specified events and users, Notify automatically generates s to designated recipients. Task Reminder Task Reminder sets up document-related, Microsoft Outlook-based reminders. Reminders are file-based and can include project links to files. You can send reminders to one or multiple participants and delegate document-related tasks directly from and manage them from Outlook. Simply select the file that will be the subject of the Outlook task in the file list and choose the Task > Create option. Specify the task, due date/time, reminder date/time, and assignee and click Send. The recipient will then receive an and be able to manage the task from Outlook s task pane. Enhance your workflow with valuable tools available in the Productivity Suite. For details, contact your Reseller: Contact Direct: Sales: (800) sales@worldox.com Technical Support: (201) Main Site: WORLD SOFTWARE CORPORATION GLEN ROCK, NJ ALL RIGHTS RESERVED PS-1A

14 About World Software Corporation Founded in 1988 and based in Glen Rock, New Jersey, World Software Corporation is an innovative leader in the Document Management Systems (DMS) category. The company's flagship product has an install base of over 6000 companies in 52 countries. For more information about World Software Corporation and its products, please visit us at Follow us on Facebook or World Software Corporation and are registered trademarks of World Software Corporation. All other trademarks are held by their respective owners. Social Media information: LinkedIn: Facebook: Twitter: Contact: Helle Schwartz-Grossman Marketing Manager (201) / direct: (201) hgrossman@worldox.com