Worldox – Post Installation Support and
Training Options
Authorized Resellers
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Our product is supported by over 300 authorized resellers who sell, implement, and train. Many
of these resellers have resold Worldox in excess of 10 years. They must meet strict criteria to
become a reseller, and thereafter are carefully monitored to ensure they are providing optimal
service and support.
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Reseller Training:
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-Semi Annual 4 day group training class
- Monthly Webinar’s covering recent code changes, enhancements and software
development
- Dedicated internal resource team for escalation issues
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Administrator Training Courses
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The Worldox Administrators’ Class is three full days of structured learning. It features a mix of
practical lab sessions, lecture, and Q/A discussion. The emphasis is on doing, on completing the
specific tasks needed to set up, configure, and administer Worldox day-to-day in your business:
Install and configure Worldox (on your own laptop PC)
Configure Worldox, create/edit user groups, profiles, and field tables
Customize key program features
Integrate MS Office and other essential applications
Set up email management and project files
Administrator Training Courses
TOPICS COVERED:
Key document management concepts; best-practice solutions
Installing and configuring Worldox step-by-step
Integrating applications (MS Office and all commonly-used legal applications) with Worldox
Managing security: using profiles, groups and field codes to control program/document access
Indexer set-up and operation (everything you need to know about the WDINDEX program)
Admin and maintenance: managing users, groups, field tables
Troubleshooting: common problems/solutions, debugging techniques
Key Worldox product features:
Program architecture and database design
Customizable document stamps, Bookmarks and search templates
Using built-in Worldox reporting tools and APIs
Email management
Projects
Guides and Manuals
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Each Worldox installation contains a guides folder where numerous guides, manuals and
installation instructions can be found such as:
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Worldox Site Planning
Configuration and Administration Guide
What’s New in Worldox
General End User Guide
Understanding Worldox document versioning
Using Worldox Search
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These materials are also available online and can be found on our knowledge base.
Online Help
“Did you know?” tips:
Online Help
• Worldox Knowledge Base:
Customer Portal
Customer Portal
Customer Portal
Customer Portal
Customer Portal
Questions?