Adding a New Client and/or Matter to NetDocuments

December 6, 2018

Adding a New Client

Step 1: Hi First Name –> Admin


Step 2: Admin –> Profile Attributes


Step 3: Double Click on Client

Step 4: Click Add Client

Step 5: Fill out the information below

Most of the time you will need to fill out a Client Key and Description and nothing else.


Step 6:  Click Close




Adding a New Matter

Adding a Matter is very similar to adding a Client, except for selecting the Client Key before completing the Matter Key and Description. This establishes the parent-child relationship between the client and the Matter.

Step 1:  Double Click on Matter

Step 2:  Click Add Matter


Step 3: Enter in the Matter Information