Worldox Review | Pros, Cons, Alternatives

Worldox Logo

World Software Corporation
266 Harristown Road
Suite 201
Glen Rock, NJ 07452

Our Rating:

5 Star Review

Unsure if Worldox is the right document management software for your business?

We completely understand. That's why you should consider free trials of their software so you can test it out before making a purchase. Plus, they have a wide variety of pricing options to fit any budget.

Once you do decide to buy Worldox, you'll be joining thousands of happy customers who love their software. It's easy to use and makes managing documents a breeze. Plus, their customer service is top-notch and always available to help you with whatever you need.


Worldox: A Better Way to Manage Your Documents

Worldox is a top document management solution for anyone looking for an easy and efficient way to manage their documents. With their cloud and on-premises solutions, they make it easy for you to get the information you need when you need it.


You won’t have to worry about losing track of any important files again. With Worldox, all of your documents will be easily accessible from anywhere in the world. Plus, their platform is packed with features that make document management faster and easier than ever before.


Worldox has been around for a long time and the software is used all over the world. The company headquarters are in California and they have offices in Australia, Switzerland, Great Britain, and India as well. However, it should be noted that Worldox only has an email support line, so if you’re looking for phone support you’re out of luck.

Worldox’s software is designed to help companies with over 50 employees and over 16,000 pages in their database. Worldox has clientele all over the world so they offer support in multiple languages including: English, French, Italian, German, and Spanish.

The cost of this software runs $399 per month for their basic package, which is actually quite expensive when compared to other software in this category. However, they do have payment plans if you can’t afford the upfront cost of $3,999.

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Worldox has a wide variety of features in its document management system including: templates, forms, collaboration tools and digital signatures. Worldox allows you to create custom forms for your organization, with the option of using pre-existing templates or ones you’ve created yourself. The collaboration tools in this software include: discussion forums and directories, which allow your employees to ask questions and share information with one another without having to physically be in the same room or building.

Worldox can operate with custom metadata so you can input keywords your employees will use to search for specific files. They also have a version of their software that is compatible with SharePoint, which is useful if you prefer working with Microsoft products over other third-party options.

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Customer Service

One plus about this company is that they offer free consulting sessions with a specialist to answer your questions and help you get started. Worldox offers an online knowledge base, user manuals, and a video tutorial library to help you understand the software for any part that might be confusing or frustrating.

Users can create teams within this software if they need to work on separate projects at the same time. Within each team, members can collaborate with one another on a project and share important documents.

Worldox has a lot of features to help you organize your files and increase productivity, but they can be difficult for someone who isn’t tech savvy.

The cost of this software is very expensive. Although it has lots of features, it’s probably not worth the price tag unless you have over 70 employees that need to be managed.


·          Uses SharePoint

·          T0tal control over information

·          Seamless, Secure, and Mobile

·          Exceptional Simplicity


·          Costs over $399 per month

·          Only one support line, creates difficulty for anyone without technical expertise or computer knowledge to use it successfully on their own.

 BACKGROUND INFO: Once you do decide to buy Worldox, you'll be joining thousands of happy customers who love their software. It's easy to use and makes managing documents a breeze. Plus, their customer service is top-notch and always available to help you with whatever you need.

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IT and Legal professionals with a choice of any solution on the market, choosing Worldox affirms their commitment to:

  • Increased Productivity: All Docs & Emails in One Place – Active Profiling® – Search Utility – HTTP Filing – Drag & Drop File Actions.
  • Simplicity: Redesigned user interface – one-click save option – ease of use.
  • Enterprise Mobility: Client portal for all users – iOS and Android apps.
  • Best Practices: Users profile content, reduce file rooms – no duplicates, less clutter.
  • Compliance: GDPR compliance from document creation.

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Worldox Tools

With the changes in legislation that occur every year, it's no wonder that companies are looking for tools that support their compliance efforts and streamline business processes. Worldox is a document & email management solution and they are excited to be the first in their industry to offer this level of capability with Active Profiling®.

B2B Buying Advice

The document lifecycle begins when content creators create documents and emails using Worldox. Their software actively profiles the content, creating a custom digital fingerprint that speeds up searches and ensures no replicates exist. Upon creation of documents and emails, users save their work by simply clicking the “Save” button twice to automatically create searchable keywords. These keywords are used to profile subsequent activity around specific documents or emails throughout the organization.

Worldox recently announced the release of Active Profiling®, their latest version 4.5 software upgrade that takes document and email management to the next level. The redesigned user interface and functionality enables your staff to save and retrieve content more efficiently than ever before.

Worldox One-Click Save Feature

“The new one-click save option automatically profiles content for users,” said Worldox Director of Product Management, Vincent Berardelli. “In addition, filing emails has never been easier since Worldox actively monitors incoming and outgoing emails, assigns client matter information and adds folders in Outlook that correlate to your Worldox Favorite Matters.”

Purchasing Advice For Business

Worldox knows the importance of having all documents in one place for your entire staff – not scattered across different storage units. With Active Profiling®, Worldox brings all Docs & Emails in One Place, so every user is on the same page and up-to-date with company information.

Worldox Productivity

Now more than ever, companies are being forced to focus on productivity, which is why many have turned their backs on traditional file rooms. Worldox is focused on increased productivity with their Active Profiling®. From the moment content is created, Worldox users are saving time by filing information right away instead of later on.

With simplified file rooms, companies are now able to focus on their own favorite matters, not what's in someone else's document library. With Worldox Favorite Matters, every user's favorite matters are saved in their profile and available to them at all times.

The new Worldox software update is designed to ensure the entire organization has access to the right documents, no matter where they reside. Now every user will have a personalized view of what's going on within their company with Active Profiling® and HTTP Filing.


Author: Hudson Piccini

Hudson Cynar, a Harvard University alumna and the owner of three prosperous enterprises, is a distinguished business consultant, author, and writer. Her expertise spans multiple business sectors, with a particular emphasis on storage containers, commercial copiers, payroll services, and medical billing software. Dedicatedly investing thousands of hours into product and service research, Hudson crafts insightful reviews to guide entrepreneurs in making informed decisions for their businesses.