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WORLDOX GX contains many new and exciting features and improvements. This page highlights some of the more significant enhancements to the software. You can see WORLDOX GX in action in our online demonstration.

 

As a result of the significant changes implemented in WORLDOX GX, please note that the system requirements have been updated as well. While most current WORLDOX users are unaffected, there are some who may be.

File Level Security and Active Directory Integration

Security groups and file-level access controls set in WORLDOX GX synchronize with Windows Active Directory seamlessly and transparently. Synchronizing security with Windows means that users denied access to a file in WORLDOX are also prevented from using Windows Explorer or other means to circumvent WORLDOX security. WORLDOX achieves maximum security without the need for complex, expensive, multi-tiered architectures by providing file level protection to safely secure documents at the operating system level.

 

New And Improved E-Mail Profiling

WORLDOX GX provides several new methods to profile and manage e-mail messages and attachments.

Profiling E-Mail By Drag-and-Drop Folders

WORLDOX GX introduces folder-based drag-and-drop e-mail profiling. As you create Quick Profiles for e-mail, WORLDOX automatically generates corresponding folders in Microsoft Outlook. Simply dragging one or more e-mail messages from your inbox to the WORLDOX folder fully profiles the messages and moves them to WORLDOX control.

Smart E-Mail Profiling

WORLDOX GX e-mail profiling remembers the last Profile saved for each e-mail address, based on its context, or location within the message header (From, To, CC, BCC). The next time you profile a message, WORLDOX checks the saved profiling information, and chooses the previously entered profile information.

Profiling Sent Messages

When you send an e-mail message, WORLDOX GX offers you the option to profile the outgoing message. This allows you to combine your outgoing e-mail messages within the overall WORLDOX document repository.

 

Expanded E-mail Header Information

More e-mail header fields (metadata) are now automatically captured when profiling e-mail messages, including From, To, CC, BCC. The same information can be included in search forms. WORLDOX GX captures the following e-mail header information:

Lotus Notes Support

WORLDOX GX extends its highly acclaimed e-mail management features and capabilities to Lotus Notes (version 6 and higher). Notes users have direct access to the messages in their inbox without having to leave WORLDOX.

 

Upgraded Version Control System

The version control system in WORLDOX GX has been significantly upgraded and expanded. In addition to being able to create up to 256 versions of a document, each version has its own complete profile.

You can now create new versions of a file directly from the WORLDOX File menu as well as while saving documents. And files sent out and returned via e-mail as an attachment may now be re-saved as a version of the originating file.

The WORLDOX version list window has been superceded by the Versions worklist. WORLDOX GX lists versions directly in the File List to provide better access to previous versions. Another benefit of this is that you can set a WORLDOX GX window Style for version lists.

 

Bookmark System

Bookmarks in WORLDOX GX provide a whole new way to save and work with your files. You can quickly and easily save lists of files generated from searches, or folders, or your favorites as Bookmarks. Place Bookmarks on the Bookmark toolbar or in the Bookmarks menu, for immediate access. Once saved, you can choose any Bookmark to dynamically re-generate the file list.

Note:   Bookmarks replace the system of Speed Buttons in WORLDOX 2002.

Bookmarks can be placed in the Bookmarks menu or on the toolbar.


Document Tabs

Document tabs, at the bottom of the WORLDOX window, provide instant access to document comments, profile, content, and relations. Click a tab to display its contents or to edit comments and profile information directly in the tabs.


Updated Toolbar Buttons and List Colors

You've probably noticed that WORLDOX GX is the best looking WORLDOX ever. The icons used for toolbar and command buttons throughout WORLDOX have been updated. In addition to lending the program a more up-to-date appearance, the new buttons are used in menus, dialogs, program windows, and elsewhere throughout the program to make it easier to identify commands and features.

Customizable toolbar color gradients and color options for lists (such as file lists, field tables, and version lists) give you more control than ever over the way that WORLDOX looks.

 

Dialog Appearance and Enhancements

Dialogs and windows in WORLDOX have been streamlined, visually enhanced, and made generally more informative. For example, the Search Templates window offers a series of tabs to help organize your list of templates.

The new review list feature in WORLDOX dialogs lets you review the files you have selected before a command has acted upon them.

Review lists also appear in confirmation dialogs that appear after a command has completed, so you can view which files have been acted upon by the most recent command or action.

 

Worklist Improvements

Worklist tabs in WORLDOX GX are now persistent. Previously, worklist tabs were temporary, such that each time WORLDOX was closed then reopened, all but the main tab would close. In WORLDOX GX, once you open a tab, it will remain available until you close it or until you exit and log off WORLDOX.

Worklist navigation has been dramatically improved, as well, with Browser style Back and Forward buttons. Use the buttons to navigate between file lists displayed in a worklist tab. Each worklist tab includes its own set of Back and Forward buttons.


The Location button displays a history of the most recent file lists viewed in WORLDOX. You can click the Location button and choose any list in the menu to navigate to that list.

 

Updated WORLDOX Viewers

The file viewers in WORLDOX GX have been updated to include support for the latest versions of Microsoft Office, Project, and Visio. A number of enhancements were made to the PDF viewer, for improved fidelity, performance, and text extraction accuracy.

WORLDOX Window Styles

WORLDOX Window Styles are a new feature that lets you save several window layout elements for a variety of WORLDOX list types. So, for example, if you like having the new search Rating column displayed when viewing search results, you can set the display just as you want, and then save the Style settings for Search Results. Then, each time you conduct a search, the results are displayed using that +style.

 

Enhanced Column Headers

You can assign a particular Column template to one or more Search templates. WORLDOX displays the assigned column arrangement for any results list based on the associated Search template. Easier sorting, additional display fields, and a new template browser round out the column header enhancements.

 

Reorganized Menus

WORLDOX GX menus have been reorganized for improved access to commands. The main menu bar appears as follows:

Click a menu to display a related Help topic

The File context (right-click) menu has been split into two levels. Your most often used commands show up in the primary level, and other file commands, those less frequently used, appear in the second level. As you work with commands, they move to the first level for easier access.

 

Related Documents

The Relations tab, at the bottom of the File List, displays the files related to the highlighted document, providing immediate access to all related files. You can easily define relations by dragging documents to the Relations tab. Related document lists can also be displayed in a special Relations worklist tab, and set as Bookmarks.


Searching Improvements

Stellar searching capabilities have always been a WORLDOX hallmark. WORLDOX GX builds on this strength by streamlining searching, adding more e-mail header fields, and simplifying the syntax.

Search Templates Listed in the Search Menu

Search templates are listed in the Search menu for immediate access from any WORLDOX work list.

Internet Style Search Syntax

WORLDOX GX introduces a simplified syntax for its award-winning full-text searching. The new syntax is similar to that for text searches performed on common Internet search engines.

 

"New List" Navigator

WORLDOX GX provides more assistance for users opening a new worklist tab, or when no files match a search or other navigation attempt. The New List window explains why no files are listed, and offers several common methods to navigate or search for additional files. You can customize the screen by adding your own images and wallpaper.

Common search and navigation controls are offered when empty lists result.

Note: The New List Navigator replaces the Quick Pick window in previous versions of WORLDOX.

 

Copy Location to Clipboard

You can use the new Copy Location to Clipboard command, in the Edit menu, to copy the full path of any document to the Windows clipboard.

 

Color Command

The Color command gives you control over the appearance of various lists and toolbars throughout WORLDOX. Using the Color dialog, you can set alternating background highlights, window background color, and other visual display attributes which, in combination with more options for setting WORLDOX display fonts, gives you virtually limitless possibilities for having WORLDOX appear just as you like.

 

Quick Profile Enhancements

The Quick Profile system has been expanded and improved in WORLDOX GX.

 

You can create a folder-based structure to organize Quick Profile templates.

The lower half of the Quick Profile window shows the contents of the highlighted Quick Profile template.

Setting defaults is simply a matter of right-clicking a template and choosing Set as Default.


New And Improved Documentation

The WORLDOX "bible," the Configuration and Administration Guide has been completely re-written and expanded as has online Help for WORLDOX.

 

Simplified Reporting

The WORLDOX Reporting system has been simplified so that you can produce reports, such as File Lists, much more quickly and easily. For example, when printing a File List report, WORLDOX automatically bases its report on the current worklist tab, including the column headers and sorting.