Worldox

This means Worldox typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Worldox on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Worldox. In this scenario, some people may say that Worldox runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Document management systems are primarily concerned with storing documents and the metadata/attributes that are associated with them. They tend to organize documents based on attributes rather than a strict folder hierarchy.

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In Worldox, some contacts only have a "Full Name" field and nothing absolutely identifies it as being a person or a company. Universal Migrator will attempt to determine whether a name looks like a person's name or a company name. The Migration Specialist and the Firm Administrator should review this and make any tweaks if necessary.

In Worldox's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Worldox.

The Migration Specialist will need an Administrator username and password into Worldox in order to extract your data.

The Migration Specialist will need the Administrator username and password into the Worldox file server in order to extract your documents.
This should be the Administrator account and not another account that has administrative access.

Because Worldox is a desktop-based application, if documents are being transferred, the computer used for the migration should be near the same device that stores the documents.

A member of the firm will need to complete a small spreadsheet mapping users from Worldox to users in the new system.

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

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