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Docsvault: The Leading On-Premise Replacement for Worldox Document Management.

Are you looking for an on-premises replacement for Worldox?

It’s time to embrace a more modern, efficient, and secure document management solution. Upgrade to Docsvault—a comprehensive platform designed to streamline your operations and elevate your business.

Experience the upgrade your business deserves.
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Worldox (now a NetDocuments company) has announced the end of the life of its on-premise desktop product.  If you’re seeking an alternative for Worldox to maintain on-premise control over your data and costs, Docsvault is a suitable replacement for Worldox.

This page addresses frequently asked questions about Worldox alternatives and offers insights into Docsvault’s capabilities, assisting you in selecting the ideal DMS to replace Worldox and align with your company’s evolving requirements.

An Overview of Docsvault: Your Ideal Worldox Alternative

Docsvault is a comprehensive, on-premise document management solution designed to streamline your business processes. Easily accessible from multiple devices, Docsvault offers a centralized hub for capturing, managing, securing, and controlling all your documents, including emails.

Docsvault Interface for Legal Firm

Worldox Alternatives – Frequently Asked Questions

How does Docsvault help organize Client and Matter related documents?2024-10-01T06:23:06-04:00

Docsvault lets you create custom logical folder structures tailored to your business needs. The Profile Filing Template feature automatically places documents in the correct folders based on their metadata. This ensures that all files related to a particular client and matter are stored together in a single location. You can use the same profile to save emails, scanned files, images, and media files, keeping everything related to a matter in one place.

Can I seamlessly integrate Docsvault with MS Office to save documents directly?2024-10-01T06:23:15-04:00

Docsvault’s tight Microsoft Office integration allows you to save all your Word, Excel, and PowerPoint files directly to the Docsvault repository.

  • One-click saving: Save documents from MS Office applications to Docsvault with a simple click of the “Save” button.
  • Version control: Save changes back to Docsvault as new versions (or overwrite if you have permission)
  • Quick and easy document creation: Create new Word and Excel documents directly within Docsvault.
How does Docsvault streamline the management of client emails and attachments?2024-10-01T06:23:25-04:00

Docsvault integration with MS Outlook offers a streamlined approach to managing client communications. You can effortlessly:

  • Save incoming emails: Use the Docsvault Add-in to save emails and their attachments directly into the Docsvault repository.
  • Prompt users to save sent emails: Configure Docsvault to prompt users to save sent emails to Docsvault.
  • Customize ignore lists: Reduce unnecessary prompts by creating ignore lists for specific email addresses or domains.
How can I quickly find and access relevant documents within Docsvault?2024-10-01T06:23:39-04:00

Docsvault offers powerful features to help you efficiently organize and retrieve documents:

  • Document Status: Use visual flags to quickly categorize documents based on their status or importance.
  • Custom tags and categories: Utilize metadata fields to create and assign descriptive tags and categories to documents, providing a flexible way to organize and classify your information.
  • One-click retrieval: Combine flagging and tagging to easily locate and retrieve documents with a single click.
Can Docsvault manage document versioning?2024-10-01T06:23:47-04:00

Docsvault’s robust version control system provides all the features for maintaining document integrity and tracking changes:

  • Automatic versioning: Docsvault creates and tracks new versions of your documents upon check-in, ensuring a complete history of changes.
  • Version History: Easily review version history to identify who made changes and understand the evolution of your documents.
  • Version Notes: Add comments to specific document versions to provide context, clarify changes, or discuss modifications with colleagues.
  • Event History: Track complete history of all user activities happening on any document.
How does Docsvault enable secure and efficient document sharing, both internally and externally?2024-10-01T06:23:55-04:00

Docsvault offers robust features to enable secure and efficient document sharing:

  • Internal sharing: Easily share documents within your organization, granting appropriate access levels to specific users or groups.
  • External sharing: Share documents securely with clients or external collaborators, providing controlled access and tracking their activity.
  • Permission management: Granularly controls who can view, edit, or download shared documents, ensuring data confidentiality.
  • Audit trails: Track document access and activity, providing transparency and accountability.
Can you help in migrating my existing Worldox data to Docsvault, preserving original metadata and structure?2024-10-01T06:24:03-04:00

Docsvault offers a comprehensive migration process that ensures a smooth transition from Worldox to Docsvault while preserving your valuable data and metadata:

  • Structure preservation: The migration process maintains the original document structure and hierarchy, ensuring that your data is organized in a familiar manner within Docsvault.
  • Metadata mapping: Docsvault’s migration process allows for precise mapping of Worldox metadata fields to corresponding fields in Docsvault, preserving the essential information associated with your documents.

Our team will guide you through a smooth migration from Worldox to Docsvault, ensuring a seamless transition.

What are other key features of Docsvault?

All-in-one PDF Editing solution:

Docsvault includes a built-in PDF editor as a standard feature, allowing you to annotate, redact, and manage PDF documents directly within the application.

Workflow Automation:

Docsvault’s workflow automation streamlines business processes, reduces manual errors, and improves overall efficiency.

Read: How Legal Departments Can Benefit from Contract Workflow Automation

AI-Powered Data Capture:

Docsvault’s AI-powered data extraction can automatically capture key information from documents, simplifying indexing and filing.

Compliance and Records Retention:

Docsvault’s retention policies and features ensure compliance with legal and industry requirements.

Read: e-Discovery Document Retention Solution

Enhanced Collaboration:

Docsvault’s collaboration tools facilitate seamless data exchange across departments, leading to increased efficiency and productivity.

Easy Implementation:

Docsvault’s user-friendly interface and familiar features streamline the implementation process, allowing you to quickly adapt to your business needs.

Transitioning from Worldox to Docsvault

By choosing Docsvault as a replacement for Worldox, you’ll gain a powerful tool that empowers your teams, improves customer relationships, and drives overall business success. Whether you need assistance transferring data or selecting the best DMS for your needs, our team is ready to help you transition to Docsvault seamlessly.

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By |2024-10-02T03:01:16-04:00October 1st, 2024|
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