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NetDocuments

NetDocuments is a cloud based Document Management Software. Here is our library of Articles about NetDocuments.

Symphony OCR is now Available for NetDocuments

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Most PDF’S are completely unsearchable, because they were created by a scanner—as opposed to being converted to PDF from, say, Microsoft Word. People don’t realize this, but if you scan a document without turning on OCR (Optical Character Recognition), you’re creating an image PDF, not a text-based PDF. And that’s a serious limitation. Fortunately, it’s a limitation that’s easily remedied if you know how. Document management software like NetDocuments or Worldox theoretically gives users … [Read more...]

How to Link Legal Software Clio and NetDocuments

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Clio is the leading legal software for practice management, and NetDocuments is the leading legal software for document management.  As luck would have it, they have an integration.  It is extremely easy to use. Step 1: Clio -  Go to Settings -> Documents Choose your location and then click Link NetDocuments Account.  If you are not logged into NetDocuemnts, you will need to log in. Step 2:  Choose which NetDocuments Cabinet you want to link to Clio  Step 3: Matter Setup Now on … [Read more...]

NetDocuments Has Just Released a Direct Integration with Fujitsu ScanSnap

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What good is Document Management Software if you cannot easily scan documents into it?  Fujitsu's line of ScanSnap Scanners are the most popular desktop scanners on the market and are the first ingredient to having a paperless office.  NetDocuments is the most popular online document management software for lawyers and financial services.    A couple of years ago, I wrote this article about how to use NetDocuments with a ScanSnap. It worked but it was not a direct integration.  There is now a … [Read more...]

The Number 1 Question I get from new NetDocuments Users

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100% of new NetDocuments clients of ours ask this question: How do I default my search so it is listed by clients and not client ids?  We cover this extensively in training, but it still comes up.   When you do a search in NetDocuments Workspace, you can either look at the Key or the Description. The Key is the Client ID, the Description is the Client Name.  Most users want NetDocuments to Default to the Client Name instead of the Key.  For example, if I am looking for client … [Read more...]

Here is a Quick Way to see all Documents Created in the last 24 hours in NetDocuments

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In the Document Management Software NetDocuments, you can create a group of custom searches to use over and over again. Sometimes I get a little curious about what other people in my company are doing and I like to run a search for all documents that have been created in the past 24 hours.  Since I used this search so much, I have saved it to my home screen.  Here is how I did it: Step 1:  In NetDocuments go to the Advanced Search.  Make sure all Cabinets are … [Read more...]

The Secret to using NetDocuments with Adobe Acrobat

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When viewing a PDF in an online document management software like NetDocuments, it is much faster to view the PDF in the browser, than to download the document and open it.  I am going to make the assumption that 90% of the time, you are just reading PDF’s and not editing them.  If you spend most of your time marking up PDF’s, you will want to ignore these settings.  The goal here is to allow you to quickly see a 50mb PDF without having to download it. NetDocuments Settings In NetDocuments go … [Read more...]

The Secret of Using NetDocuments on a Mac

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This article is out of date.  We suggest looking here: http://optiable.com/how-to-use-netdocuments-on-a-mac/ According to a variety of statistics, Macs make up about 8% of the market.  Back when I first start consulting in 2002 you would rarely run into them at firms.  In the past 3 years I have done several projects around the country with sites that are running all Macs.  They range from 2 to 30 users.  Even if the firm is a Windows shop, it is highly likely that the attorney is running a … [Read more...]

10 Search Examples that unleash the Power of NetDocuments

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Have you ever wanted to find a document you looked at 4 months ago, but cannot remember where you saved it?  You might only remember a couple of details, like it was a pdf and it contained the phrase South State Street.  If you are just using your operating systems search, your search options are extremely limited, especially if that document is on a network drive.  However, if you have document management software like NetDocuments you have an enterprise level search engine that will find your … [Read more...]

Here is a Quick Way to Integrate your ScanSnap Scanner with NetDocuments

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NetDocuments has released a direct integration with ScanSnap. Can you imagine pressing one button and having all your documents scanned and moved to your document management software in the cloud?  No more saving documents to your desktop and hoping you remember to profile them.  There is a way to setup NetDocuments and Fujitsu ScanSnap Scanners to do exactly that. Installation of the Link with NetDocuments In NetDocuments go to Settings –> Workstation Make sure the first option under … [Read more...]