A lot of firms take a ho-hum attitude toward upgrades. Things are working fine, what do we need it for? As many software makers have moved toward yearly upgrades, that attitude is more than understandable. I generally recommend that firms upgrade their software every three years, unless a new version has specific features of particular value to the firm.
Worldox has traditionally come out every 2-3 years, which is a more reasonable time period. Worldox GX4 is a major release that responds to things that clients have almost always asked for when first implementing Worldox. Here are some of the new features that fall into the category of “features of particular value to the firm.”
Do I have to know the client/matter number? Can’t I just type in the name of the client? Yes, now you can do that when you save a document. This will be a huge time saver.
Can I search for both the name of the document or text in the document at the same time? Yes, now you can do that? The “hits” appear as “snippets” in the main display list à la Google. Again, another major time saver.
Can I search from within Word? Yes, certain types of searches can now be done from within Word, including seeing the last 20 Word documents you have worked on.
I change my settings to how I want them but they don’t “stick.” Now it is extremely easy to set defaults – there is a pink “favorites” button on many screens that lets you set defaults for that functionality of the program.
Can I drag and drop emails to Worldox? Yes, now your “favorite matters” follow you to Outlook and make this process much easier than it was before. You can also display a column with the predicted Worldox Client/Matter information in Outlook.
Nifty things. You can now save a PDF as a version of a Word document. Not a game changer, but for people who frequently want to do this, very important.
In short, whereas in the past I did not always push clients to upgrade, I think GX4 will be a must have upgrade. Put it on your list for 2015.
I’ve posted a document with a more detailed description on my web site. Click here to get it