Features of Globodox include Email Management, Document Storage and Document Scanning.

Globodox Features

Globodox is the one of most feature packed document management systems available


  Globodox Features Ease of use

  • Familiar Outlook style user interface
    An easy to use, user interface similar to the familiar MS Outlook user interface. Designed to increase user efficiency for searching and managing documents.
  • Search centric design
    ...makes sure that users get to their documents in the fastest possible way.
  • Web Client
    With cross-browser support, the Web Client is more powerful and looks very similar to the Desktop Client.
    This is available as an optional module for Globodox Standard and is included in Globodox Suite
  • Templates and Profiles
    Store frequently used indexing data as Templates. Store re-usable settings for Scan, export etc. as Profiles.
  • OCR
    Built in OCR autmatically indexes scanned documents, making them searchable instantly.
  • Quick Multi-user setup
    Configure setup for mulitple users in a few easy guided steps.
  • Active Directory Integration
    Globodox Suite allows the network administrator to import the entire Windows user database into the Globodox Suite DB so that users do not require separate login information to access Globodox Suite, thereby saving their time daily.
    This is available as an optional module for Globodox Standard and is included in Globodox Suite
  • Task Centric Help
    Help file is structured with a task based approach where users can learn Globodox by learning how to perform specific tasks.
  • Language Support   New!
    Globodox is currently available with an English, Spanish, French and Slovak user interface. Though the user interface (menus, messages etc.) is currently available in the above mentioned languages, you can store documents and data in any language in Globodox.

  Indexing Features Adding

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  • Add Documents and Folders
    Add documents and folders with built-in tools which make adding multiple documents and folders just as easy as adding single ones.
  • Background OCR/Text Extraction
    When adding documents to Globodox, you do not need to wait for the text to be extracted before you can add the next document. Globodox's powerful OCR engine extracts text in the background, so you can add documents faster. What's more, it also allows you to Stop or Restart the extraction process in a couple of clicks.
  • Drag and Drop
    Simply drag and drop documents as well as folders into Globodox. When you drag folders they retain the same structure inside Globodox.
  • Scan documents
    Powerful scanning interface lets you quickly add multiple single page or multi-page documents. Separate multi-page documents with blank pages or bar coded separator pages for better accuracy. Duplex scanning is supported.
  • Drag and Drop Email Messages
    Just as you drag and drop files from Windows Explorer you can also drag and drop e-mail messages from popular MS Outlook, Outlook Express and Windows Mail. You can also drag and drop attachments from these mail clients. Learn more about e-mail management.
  • Import indexing data
    Indexing data can be imported via CSV text files.
  • Drag and Drop text
    Drag & drop text from documents (e.g. MS Word .doc files). Text gets saved as a RTF file and gets added to Globodox. Similarly drag and drop text from a web page and the text gets converted to a htm file and gets added to Globodox.
  • Drag and Drop images from web pages
    Drag & drop an image from any web page and it gets added to Globodox. This feature may not work for all web pages and all browsers.

  Searching Features Managing

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  • Folders
    Folders behave very similar to Windows Explorer folders. Create Folders and Sub-Folders to quickly categorize your documents.
  • Tags
    Attach simple text tags to every document. Tagging is a quick way of indexing. Search or group documents based on their tags.
  • Document Types
    Document Types allows you to use a more structured approach to manage your documents. Using Document Types, you can store specific indexing information with each document (for e.g. store Invoice Number, Invoice Date, Invoice Amount with each stored Invoice and store Sender Name, Date with each stored Letter).

    The main advantage of this approach is that detailed information about each type of added document can be captured by creating very specific data fields. Doing this also increases the number of ways you can look for documents.

  • Stacks
    Documents can be arranged in a Stack. Stacks can have their own indexing information. So, you can search for documents by searching for stack's indexing info. Stacks multiple documents share the same indexing information.
  • Linking documents
    You can create multiple links between related documents and stacks. This way you can easily jump from one document to another. For example you can link an invoice to a check or a letter to it's reply.
  • Annotation
    With the annotation feature you can draw, highlight, stamp, write comments, etc. directly over an image. Redact tool, lets you hide portions of a document from specific users. You can choose to burn the annotations on the image, so they become permanent part of the image.
    Use built-in stamps or create your stamps to mark document approval etc. Each user can also create a stamp of her signature.
  • Document Notes
    Store unlimited number of notes along with each document. Apart from the note text each note will contain the date, time as well as the name of user (note creator).
  • Check-in / Checkout
    When you edit a document, you can checkout that document so that other users are prevented from modifying the same document, till the time you check-in the document. When a document is checked out, other users will still be able to view the document but they will not be able to modify the document.
  • Versions
    Create and retain multiple versions of the same document. You can easily access the older version of a document at any time. You can add Version Notes to remember the changes made for the version.
  • Draft Documents
    Do documents in your organization or department go through multiple revisions and reviews? Then you can make the edits and save the document in the Draft Mode as a minor version, until it is ready to be published in its next version. E.g. save the document as versions 1.1, 1.2, 1.3 etc. until ready to be published as version 2.0.
    This is available as an optional module for Globodox Standard and is included in Globodox Suite

  database Features Searching, Sorting and Viewing

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  • Quick Search
    Simultaneously search in multiple fields by typing in a single search term in the quick search box.
  • Advanced Search
    Expand the search bar to see more options and customize the search (multi-condition searches). Save searches for later reuse.
  • Sorting
    Sort search results, just like in Windows Explorer, by clicking on the column header.
  • Hide columns
    Choose the columns you want see and hide the ones you do not require.
  • Identifying Unread Messages
    When you receive a message in Globodox, you can identify it easily as an unread message. Unread messages appear in bold font. This saves you time as you do not need to browse through the list of messages to locate the new message.
  • Built-in Word and Excel Viewer
    Do not have MS Office on your machine? No problem. Globodox's built-in MS Word and MS Excel viewer allows you to view .doc, .docx, .xls and .xlsx files. You can even view the file using the default program. Globodox also allows you to view password protected MS Word (.docx) and MS Excel (.xlsx) files.

  Security Features Collaborating

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  • Email
    Email documents with a single click.
  • Burn to CD/DVD
    Burn documents/data or both to a CD/ DVD directly from Globodox.
  • Export Wizard
    Export documents/data or both, using the Export Wizard. Saves the export settings as a profile and reuse it for future exports.
  • Import
    Import documents and data from a CSV (Comma Separated Value) format file. During the process choose how you want the data and documents to be managed in Globodox.
  • Print
    Print one or more documents with a single click.
  • FAX
    Fax one or more documents directly from Globodox.

  Security Features Routing (Workflow)

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  • Route
    Workflow is fully integrated with Globodox. You can now route documents with a single click.
  • Tasks and Messages
    Receive your tasks and messages from the workflow in the inbuilt Inbox. Set options to receive notifications in your regular e-mail client.
    Option to receive tasks and messages by regular email as well. Users can see these in their regular mail client (e.g. Outlook, Gmail) Inbox.
  • Designer
    Design workflows that replicate your day-to-day business processes using the Workflow Designer.
  • Monitor
    Know the current state of all the workflows that are currently running. Pause, resume or cancel workflows from here.
  • Auto Stamp, Auto Publish and Signature
    You can add a stamp, a signature and even publish a document automatically in Globodox, as part of the workflow designed. This set of activities is particularly helpful for organizations where large teams are split into multiple workgroups.

  Security Features Security

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  • Roles
    Map security roles to existing designations/job profiles in your organization to decide the level of access each user has to the document repository. Multiple users can be assigned to a single role, also a user can be assigned to multiple roles.
  • Security Labels
    Create re-usable custom security templates which let you decide user access on a per documents or per folder basis.
  • Share, Restrict or Assign
    Control access by simply sharing and restricting a document from another user. Transfer ownership by assigning the document to another user.
  • Hierarchical Security Groups
    This security feature ensures that users in a group can only access documents owned by their group and documents of their sub groups.
  • Route Privilege
    This feature allows you to control which roles can be given document routing privileges.
  • Draft Entity Privilege
    This security feature ensures that only those users, who have been assigned a role with the draft entity privilege added to it, can add a document in the draft mode.
  • Workflow Designer Privilege
    This feature allows you to control who can design a workflow. You simply need to add the workflow designer privilege to the appropriate role and assign the role to the user to whom you want to grant this privilege.
  • Control Printing and Saving
    You can disallow printing, saving to local machine, emailing by simply denying the Distribute permission for a document.
  • Encryption
    Encrypt your documents using industry standard strong encryption algorithms such AES, Blowfish and Triple-DES.
  • Event Logging / Auditing
    Log details about user actions like addition and modification with the Event Logging feature. Export logged events as XLS, CSV, HTML etc.