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Sohodox

CNET Editors' review

Small businesses frequently must choose between "enterprise" (pronounced "expensive") solutions and personal software that just isn't up to the job. ITAZ Sohodox is a document management application specifically tailored for the small office, but it has many uses outside the workplace, since it creates a centralized, searchable, multiuser database of all your documents. Sohodox works with any TWAIN-compatible scanner and saves documents in a wide range of formats, including PDF and TIFF. It even has OCR capabilities.

Sohodox has single-user and client installation options; we tested the single-user installation. The interface resembles Microsoft's Outlook and similar e-mail clients, only with a unique tabbed toolbar: the Home tab contains labeled icons for basic controls, and the Tools tab accesses settings and other functions. The Help document is displayed when you first open Sohodox; it contains a link to helpful video tutorials. The program is quite easy to use, though, with pop-up dialogs for settings and operation. The Multi-User Data Base has automatic configuration options for various profiles. We especially like the ease with which the Template Manager lets you create and modify document templates by simply browsing to any example.

Sohodox isn't cheap, but it's certainly affordable, and its ability to bring order to the chaos of the typical small office makes it an excellent value. It combines a flexible document manager and database with useful extras like annotation, fax and e-mail, and password protection. However, it's Sohodox's multiuser document storage and retrieval capabilities that set it apart and earn our recommendation.

Editors' note: This is a review of the full version of Sohodox 6.1.0.5 . The trial is limited to 30 days of use.

Publisher's Description

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All User Reviews

Results 1-6 of 6

  • 5.0 stars

    "Simply the best document management software."

    October 11, 2012  |   By jjcaruso1

    Version: Sohodox 7.3.1.7

    Pros

    It is most easy to use & a real value for money. It allows easy to naming of documents that can easily searched using descriptions or tagging. So much faster with much less problems than I had ever using Paperport. I personally enjoy the ability to create profiles so I can easily scan a document to one of the many folders I created without having to set it up each time. This is a great timesaver.

    Cons

    Version 7 allows naming the document file. Once the file is saved you are unable to rename it again.

    Summary

    Since I moved away from Paperport and started using Sohodox I have never looked back at Paperport or any other document filing system.

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  • 2.0 stars

    "Nice look but clunky, unintuitive interface"

    October 31, 2011  |   By technoprincess99

    Version: Sohodox 7.2.0.10

    Pros

    -Able to add notes and edit each item
    -Handles a range of file types
    -Attractive interface

    Cons

    -Unintuitive interface
    -Can't tag/remove tag from multiple items in one go- must be done individually
    -No drag and drop of items onto tags
    -no tag hierarchy
    -text extraction is very subpar (even for documents which are text searchable already)-click on the 'show extracted text' to see how much sohodox has failed to index!

    Summary

    I really wanted to like sohodox, as it offers great document notes/editing. However its lack of basic functionality (such as drag/drop, and multiple tag assignment, and tag hierarchy) means that I would not recommend this at the moment.

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  • 5.0 stars

    "Awesome Doc Mgmt Program, best I've ever used!"

    August 20, 2010  |   By dtrose

    Version: Sohodox 6.1.0.5

    Pros

    Customizable, allows tagging of documents, addition of notes, looks for news docs automatically in folders you specify (folder monitor feature).

    Cons

    No "Scan To" support but the folder monitor feature is a great workaround. Just scan all of your documents to a particualr folder and they end up in the program .

    Summary

    Overall Excellent alternative to Paperport and much more intuitive, customizable and index tracking feature. Highly Recommended!

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  • 4.0 stars

    "Technical help exceeds expectations."

    July 26, 2010  |   By beygescpa

    Version: Sohodox 6.1.0.5

    Pros

    You can add new pages to a PDF folder, instead off having separate files in the folder each time you scan. Editing a file is easy to do.

    Cons

    Not being able to put annotations directly on a page without using a note.

    Summary

    I had been using a different company's file cabinet. It was highly sophisticated and extremely expensive. Sohodox has most of the same features at a fraction of the cost.
    Add the value of the technical support and you have a wonderful product.

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  • 5.0 stars

    "Very Powerful software for the small business owner."

    November 8, 2009  |   By Robert_JonesWA

    Version: Sohodox 5.6.0.6

    Pros

    batch addition of files, OCR, multi Tagging of docs.

    Cons

    Document versioning is not supported.

    Summary

    We run a financial planning business, based out of Seattle,WA. Sohodox is our first document management software. We have a 5 user license for the same. Sohodox has improved our productivity with its ease of use and powerful features. All our records/documents and "e-stored" now and we are more or less a paperless office now. The only drawback is that document versioning is not supported, which can come in use sometimes. Lets hope they include it in later versions. But otherwise a great buy !

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  • 5.0 stars

    "Excellent Product, well worth the price."

    October 15, 2009  |   By marymiller2009

    Version: Sohodox 5.6.0.6

    Pros

    The software is very powerful, and has a multiple license option.
    OCR is spot-on with our office scanner.
    Data Search is quick & accurate.
    Customization options help us tremendously(we are in the insurance industry)

    Cons

    The ribbon bar takes sometime to get used to.

    Summary

    We are a small business in the insurance domain. We downloaded the Sohodox trial version and purchased it the very next week! At $199 the software is true value for money. I don't think i will ever need to upgrade to any other document management software.

    Reply to this review

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