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Worldox Connectors

Worldox Connectors make it even easier to integrate Worldox with the technologies you already use. Using them, you can give your people even more complete and reliable access to crucial knowledge… while at the same time reducing costs, streamlining administration, and improving the accuracy and consistency of the knowledge you possess.

wd for Elite Connectors: Integrating with Elite practice management

wd for Elite Connectors makes it easy for law practices to use the same structures and organization for both Thomson Elite practice management and Worldox document management. It lets you establish and update links between Elite and Worldox quickly and reliably, with just a few mouse-clicks. Choose any of all of these three wd for Elite Connectors based on your specific needs:

wd for Elite Connector 1:

  • Automatically transfers new client and matter codes from Elite’s Time & Billing System to Worldox, keeping both systems synchronized

wd for Elite Connector 2:

  • Creates Microsoft Outlook drag-and-drop folders for every client and matter you’ve defined in Elite (i.e. “My Matters”)
  • Uses Elite’s client, matter, and attorney profile data to automatically create Worldox Quick Profile templates for copying, moving, and saving files, and for generating Worldox bookmarks – allowing new information to be profiled far more rapidly

wd for Elite Connector 3:

  • Automatically populates Worldox retention fields with information from the Elite records management system, simplifying automated archiving or the deletion of documents stored in Worldox

See the Elite Connector Demo

wd for SQL Connector: Sharing Worldox data with SQL systems

Want to use information from your Worldox GX data store in your external, SQL-based business or reporting applications? With wd for SQL Connector, it’s easy. You can:

  • Access any Worldox GX document profile information via SQL scripts from any SQL-based and ODBC-compliant application
  • Drive more business value from both Worldox GX and business applications such as customer information and practice management systems

See the wd for SQL Demo

wd for EAS

The Wd for EAS Connector makes it easy to integrate your Worldox data store with the email information and attachments you’ve archived to the ZANTAZ Enterprise Archive Solution. You can:

  • Use Microsoft Outlook to access messages that have been archived into ZANTAZ EAS
  • Transfer archived messages to Worldox GX, complete with attachments that would otherwise not be transferred
  • Make previously archived messages available to Worldox for profiling and full-text searching

Your users don’t have to settle for viewing email “stubs” – or, worse, believe that they’ve retrieved the attachments they need, only to find them missing later. With wd for EAS Connector, they can get what they want and need: the entire email, as it was originally sent.

See the wd for EAS Demo

wd for SharePoint

Microsoft SharePoint offers exceptional collaboration tools, but few of the advanced document management capabilities demanded by today’s organizations. Fortunately, with wd for SharePoint, it’s easy to integrate state-of-the-art Worldox document management with your SharePoint portal. You can:

  • Give your SharePoint portal users access to documents controlled by Worldox, from within SharePoint
  • Allow users to easily “check out” documents from Worldox to SharePoint, make edits, and check revised documents back into Worldox

See the wd for SharePoint Demo



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