Worldox Web mobile is an add-on that functions somewhere between the full Worldox on premise client and the fully mobile Worldox Cloud. Web Mobile can be added to your existing Worldox desktop installation with some additional customization and setup. Additionally, it can be configured for just those people that require or want more mobility, which can help keep costs down.
Since Worldox Web Mobile is not the full Worldox program, but rather a browser variant, some of the features and functions may be different. Most of the differences are just small limitations to advanced features, and a few require a slightly different operation to accomplish the same task. If a user does not know these things in advance then they can be problematic. However, just like anything else, users will quickly realize these differences are non-issues with proper training and knowledge.
Just like checking your email, you would browse and then login to the website. Once logged in you would see many familiar icons and buttons. Once logged in, you can use the core features of the program to find your documents. Below I have included many of the features on a table and their various differences. As you read, remember that this Web Mobile is designed to be used as an extension of the Worldox Desktop client.
Worldox Web Mobile Features
|
Feature |
Worldox GX3 |
Worldox Web Mobile |
Notes |
| Direct Access | Yes | Limited | Quick Profiles are not available. |
| Search | Yes | Yes | |
| Viewer | Yes | Limited | No text search, no ability scroll through the list. |
| Favorites | Yes | Limited | Unable to select pdf, word, excel. ETC it just lists all. Unable to select your personal created favorites list unless it’s bookmarked. |
| Check in/out | Yes | Yes | This will make you download the file, save it and upload it when finished. |
| Copy | Yes | No | |
| Move | Yes | NO | |
| Edit Profile | Yes | NO | Except through checking out, downloading, and checking back in. |
| Tabs | Yes | Yes | |
| Navigation pane | Yes | None | |
| List Tabs (Filter, tags etc) | Yes | Limited | No tags, no ability to edit with the profile tab, no projects, no relations. You can still apply comments from these tabs. |
| Access Email | Yes | No | The email tabs or Outlook mirror will not exist in Web Mobile. |
| Send email | Yes | Limited | You can send email using the list tabs at the bottom, but you must know the users email since its not link to you Outlook. Also it will not have you standard signature. |
| Saving | Yes | See Check in/out | |
| Versions | Yes | You must use the button at the to display the version list otherwise you will just open the latest version | |
| Column Headers | Yes | Limited | While you can still sort on them, they are not customizable and they are standard headings. They will not contain profile specific information |
| Categories | Yes | None | You can sort, create, add or remove categories in any respect. |
| Notify | Yes | No | Not available in Web Mobile. |
| Workflow | Yes | No | Not available in Web Mobile. |
| Audit | Yes | No | Not available in Web Mobile. |
| Task | Yes | No | Not available in Web Mobile. |
| Bookmarks | Yes | Limited | You can only access your existing bookmarks. You cannot edit, delete or create new ones. |
| Private files* | Yes | You cannot access your private files.NOTE: This only applies if Worldox is configuring to save private files to each users local drive. Otherwise you can access them normally. | |
| Security Groups | Yes | Yes | All ethical wall, permission and security settings will be transferred to Web Mobile. |
| Projects | Yes | Limited | You cannot create them, but by opening them you can view and open the files listed. |
Worldox Web Mobile User Interface
Worldox web mobile is an excellent tool that can be used to empower a few or a whole firm with internet mobility. This has the potential to greatly enhance your firm’s profitability and efficiency. Just remember to educate your staff on the differences, and remember that this is not a replacement for a full DMS.
