OneDrive is a cloud based storage and productivity platform where you can save your documents, pictures, videos or anything you want to be able to access remotely. You can access your files saved into OneDrive from any device i.e. computer, tablet, cell phone etc. All you need to do is sign in to your OneDrive account and you will be able to access or download your files. Account Setup and Creation You can sign up to OneDrive for free which offers 5 GB of storage space. If you are new to OneDrive and want to explore and learn more about it, then you can go for this option. You can purcha ..read more

When using Worldox with an integrated application, the system will automatically open Worldox for file selection when opening or saving a file within an integrated application.   However, there are times when the application requesting a file is not integrated with Worldox and you will receive a file prompt instead of the familiar Worldox interface.  Not to worry, there is an easy solution to this! two possible solutions Solution 1:  Ask your Worldox integrator to make it so that the application is integrated if this is something that you will do often for business.&n ..read more

Invest in technology solutions now that will help your firm be more productive in the future There are a lot of fears about a recession in 2020. But it has not happened yet. Most firms have done really well in 2019 and this is the time to invest some of those earnings into security and productivity applications that will make your firm more productive and better able to weather a recession – if and when it comes. where do I start? One area that provides meaningful changes and is fairly easy to implement is document management. There are three leading products for this and they include Op ..read more

What is Worldox? Worldox is a document management system that helps groups of people file documents in a consistent way and also helps with the day to day storage and retrieval of electronic documents. From voice mail messages, to Word documents to CAD documents – all the content associated with a file can be stored in the same place using Worldox. And now, for their customers with valid maintenance, there are a host of new features that previously cost money that are now included with the basic license. The features include: Notify This is a module that will allow you to send email noti ..read more

There is more than one way to search in worldox How to search for documents in Worldox One of the things we often hear for those considering a document management system is their inability to effectively find the latest document within the system. With many people working on the same document, some remotely, some at late hours and each person having their own way of saving documents it can get difficult to locate the correct version of the document for editing. That’s where Worldox shines! Simple Google like Searching Worldox allows for the entry of typical Google style searches into i ..read more

Worldox GX4 - Update 14 Worldox GX4, one of the industry’s leading Document Management Software, has just released a major update that will deliver exciting new features to enhance the experience of customers already using the product at no additional cost. WDU14 is the upcoming update to GX4, and it is promising major enhancements to two key areas of the product: Worldox Mail and Worldox Web. As authorized installers of Worldox, Triella recently received a preview of the updated GX4 and the new features that will come with it. Worldox Web 3.0 WDU14 features a completely redesigned Web ..read more

Charles Bennett is the Principal Consultant at Triella.  We are a technology consulting company specializing in providing technology audits, planning advice, project management and other CIO-related services to small and medium-sized firms. Charles can be reached at 647.426.1004. For additional articles, go to our blog page. Triella is a VMware Professional Partner, Microsoft Certified Partner, Citrix Solution Advisor – Silver, Dell Preferred Partner, Authorized Worldox Reseller and a Webroot Reseller. © 2019 by Triella Corp. All rights reserved. Reproduction with credit is ..read more

5 Steps to Going Paperless! What is the paperless office all about and what do you need? Going paperless has a lot of benefits to a firm.   It reduces the cost of off site storage, makes documents searchable electronically, allows lawyers to take work with them without back breaking briefs and allows documents to be shared easily with clients and others internally. But paperless does not mean without paper.   Instead it means less paper.  How do you do on the journey to paperless?  Here are 5 steps that you should take. 1)   Make everything electronic Th ..read more

Worldox can Improve Document Accessibility What is Document Management System (DMS) and why is it valuable to small and medium sized businesses? Many small and medium sized businesses that do not use a document management system can and will experience issues with document retrieval and reuse. A recent estimate showed that 15% of all documents are misplaced and in some environments up to 30% of the workday is spent searching for information. Avoid these problems with Document Management Have any of these situations happened? Wasting time and staff resources on looking for a document? Struggl ..read more

A client has files to send to you or you to a client but the files are too big or too confidential to send through email.   What do you do?  Some options are to: Place them on an encrypted USB drive and sent them to the client Burn and DVD or CD and courier it to the client Use a service like Dropbox Dropbox is easy to use and easy for your clients to use but Dropbox is subject to ransomware encryption and hacking.   If the information you are sending is confidential, then you want to lower your risk by securing the data before, during transport and until it is on th ..read more