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Adding a New Client and/or Matter to NetDocuments

By December 6, 2018June 5th, 2022No Comments

Adding a New Client

Step 1: Hi First Name –> Admin

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Step 2: Admin –> Profile Attributes

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Step 3: Next to Client, Click on Open lookup

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Step 4: Click Add Client

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Step 5: Fill out the information below

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Step 6:  Click Close

 

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The only thing required to fill out is the Client Key.

If you have an accounting system that generates client IDs, entire the client ID in the Client Key field and the client name in the Description. If you don’t, just enter the client name in the Client Key field.

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:  Click Open lookup next to Matter

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Step 2:  Click Add Matter

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Step 3: Enter in the Matter Information

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If you are not using a Matter ID, just enter the matter description in the Matter Key field. If you are using a Matter ID, enter this in the Matter Key field and the matter description in the Description field.