Worldox – Post Installation Support and Training Options

• 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.

• Reseller Training:

• -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

Authorized Resellers

• 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-stepIntegrating applications (MS Office and all commonly-used legal applications)

with WorldoxManaging security: using profiles, groups and field codes to control

program/document accessIndexer set-up and operation (everything you need to know about the

WDINDEX program)Admin and maintenance: managing users, groups, field tablesTroubleshooting: common problems/solutions, debugging techniques

Key Worldox product features:

        Program architecture and database design Customizable document stamps, Bookmarks and search templatesUsing built-in Worldox reporting tools and APIsEmail management Projects

Administrator Training Courses

• Each Worldox installation contains a guides folder where numerous guides, manuals and installation instructions can be found such as:

• Worldox Site Planning• Configuration and Administration Guide• What’s New in Worldox• General End User Guide• Understanding Worldox document versioning• Using Worldox Search

• These materials are also available online and can be found on our knowledge base.

Guides and Manuals

Online Help

“Did you know?” tips:

• Worldox Knowledge Base:

Online Help

Customer Portal

Customer Portal

Customer Portal

Customer Portal

Customer Portal

Questions?