After doing this a couple of hundred times, we have found that this is the best way to use the NetDocuments Mass Export Tool to export 1 matter at a time from NetDocuments.
In this example we want to Export the Bluth Company LLC Formation File out of NetDocuments.
Step 1: On the Root of a Drive, Create a Folder with 1 Character.
Note: We are trying to limit any windows folder path issues here
Step 2: In that Folder, Create a Folder using the client and matter ID if possible.
Note: We are trying to limit any windows folder path issues here, so we didn’t use the client and matter name
Step 3: Download and Install the Mass Export Utility from NetDocuments
https://support.netdocuments.com/hc/en-us/articles/205220100-Mass-Export-Utility
Step 4: Login to the NetDocuments Mass Export Utility
Step 5: Launch the Mass Export Utility
Step 6: Choose the Following Options
Export From: Choose the Bluth Company LLC Formation Matter. You would have need to been in this matter or marked it a favorite in the NetDocuments Interface.
Export To: Choose the Matter ID folder we created in Step 2.
Versions: Choose All
Append document IDS to document names – Check this Box
Step 7: Click OK
Step 8: Wait for this process to finish.
Step 9: Zip the folder. I usually use 7-Zip
