Worldox

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 [...]

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 [...]

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: [...]

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. [...]

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: [...]

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 [...]

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 [...]