Features

Description

Full Profile Search

Search the DMS by Profile Fields, DOC ID, Document Description, Comments, Full Text and Date Range information just like users are accustomed to doing in the office using WORLDOX.

Quick Search

Allows users to perform a quick search on a WORLDOX profile group.  Users can search on Full Text, DOC ID, or Document Description. 

One Click Search

Predefined searches accessed via a hyperlink.  Allows users to perform a predefined search with one click of their mouse.

Find Templates

Find Templates customized to search specific profile groups of the DMS.

Check Out

Check out a document and download a copy for editing off site.  A copy of the document is left in the DMS and marked as Read-Only while the user has the document checked out of the system for revisions.

Check In

Check in documents that have been previously checked-out of the DMS for editing.  Users may also check-in documents that they have checked out from the office using their WORLDOX client.

Download

Download a file from the DMS to your local PC.  Users may also download a copy of a file without having to check the file out if they only require it for viewing purposes.

Upload a New File

Upload and Profile new documents into the WORLDOX DMS.  Create documents off site and then upload them into the DMS at your convenience.

View

View and print documents stored in the WORLDOX DMS via the Web browser.  PDF files are viewed using the Adobe Plug in.  All other files are converted from their native format to HTML for viewing purposes via the browser.

Edit Profile

Edit the profile information of a document or file stored in the DMS.  This includes the ability to add additional comments, change the document description and edit the field codes.

Portal

Customized WORLDOX/Web main page to include customized text, links and other files.

User Accounts

Setup individual user accounts requiring a user id and password to access WORLDOX/Web.  Each user’s WORLDOX/Web account can be tailored for their specific needs.  Administrator can determine which WORLDOX/Web features each user can have access to.

Security Groups

Groups can be created via WDAdmin to allow or restrict features and rights while accessing WORLDOX/Web.

HTML Templates and Variables

Allows the administrator to change Web pages, background colors, text, images, and messages via the HTML templates, and variables option.  Customize the look and feel of WORLDOX/Web without having to perform HTML programming.  Changes can also be made and assigned to specific groups within the system to create a custom look and feel of WORLDOX/Web for each group that logs in.

Extranet

Setup user accounts for your clients where you control which features and rights they have while accessing the WORLDOX DMS.  Grant access to specific subsets of documents within the DMS for each account.  Tailor the environment to meet the needs of each client while at the same time protecting your data.  There is also no need to purchase additional licenses for your client extranet accounts.

Find Templates

Create custom Find Templates for use with WORLDOX/Web which allows easier searching for your users.

One Click Search

Create predefined searches that are accessed via a hyperlink from a WORLDOX/Web page.  Makes a great tool for Extranet clients to allow one click access to a pre determined subset of documents within the WORLDOX DMS.

Audit Trail

Utilizes the same audit trail as WORLDOX

SSL

Can be configured to support an SSL Certificate

End User Features

Any of the WORLDOX/Web end user features can be blocked or allowed by users or groups.  This allows you to tailor the site based on each users login account.

Portal Configuration

Configurable WORLDOX/Web portal page that can include data from other sources.  Portal can be configured to include customized text, links and other electronic files.

Monitoring

Utility monitors WORLDOX/Web access and usage by user account.  Allows the administrator to monitor activity taking place via WORLDOX/Web.

Multiple Proxy Support

For businesses with multiple locations WORLDOX/Web supports multiple proxies for faster access to each location’s documents.