Teams

Leveraging software that our clients already own, Worldox has built an integration with Microsoft Teams. Sync documents from Worldox to Teams and then return them to Worldox as a new version. All the security and control that Office 365 provides protects your sensitive information while you collaborate using the Microsoft Teams interface.

• Consistent Team naming based on Worldox Field Codes and Descriptions
• Creates new Teams on data transfer, if needed, or uses existing Teams
• Create Channels to share different types of content.
• Worldox files are clearly marked as having been shared in Teams
• A hyperlink will be available from the Worldox file list to quickly navigate to Teams using the Teams app or a browser
• Import files back into Worldox as a new version when completed in Teams
• Bring newly created files in Teams into Worldox as new files
• Send a message to a Team with or without a file link
• Send To options or buttons in the Worldox interface to facilitate sending and retrieving
• Audit trail shows when files are saved, sent, and retrieved from Teams