The secret to integrating NetDocuments and Workshare

Posted in NetDocuments and Document Comparison Software, NetDocuments Tips on October 19, 2021 by Craig Bayer

Most law firms need to be able to run high-end document comparison tools that go beyond the scope of the native features built into Word.   Below we will go over how to set up Workshare with NetDocuments.  If you already have Workshare installed, you will need to go to add and remove programs and choose change next to the workshare program.

The steps below explain how to do this for a Single Workstation.  If you have multiple workstations, you can deploy these changes via the Enterprise licensing .reg file.  More details can be found here:  https://workshare.secure.force.com/knowledgebase/articles/Text_Article/Licensing-Workshare-9-for-deployment#enterprise

Part 1: Install Workshare on your Desktop

Step 1: Start the Workshare install.  Choose or Customize your Install.

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Step 2:  Click Next

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Step 3:  Choose NetDocuments and click Install

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You need to do the above settings on every machine that needs to use Workshare.

If you have any questions about this, I would contact Workshare Support.

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer