The Secret of Using NetDocuments on a Mac, Part 2: ndsync

Posted in Uncategorized on November 8, 2018 by Craig Bayer

ND-MAC

In Part 1 of the series, we discuss using ndoneclick, a program that allows you to click on a document in your browser, download it, make changes, and seamlessly upload it again.  In this section, we will discuss ndoneclick, a Dropbox-like program for NetDocuments.  Remember, Word for Mac does not support third-party plugins, so we can’t have NetDocuments pop open when we hit save, as we do in Windows.

If I installed ndsync, I can synchronize locations from NetDocuments to my Mac.  Now, when I hit save in Word,

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I can browse to my NetDocuments Cabinets and save the documents.  This helps bridge the gap until we have third-party plugins in Word.

Here is how you install ndoneclick for Mac:

Step 1: Go to the link below

https://apps.netdocuments.com/apps/ndSync/ndSync.pkg

Step 2: Click Download

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Step 3: Click on the file that downloads

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Step 4: Click Continue

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Step 5: Click Continue

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Step 6: Click Install

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Step 7: Click on the nd button and go to settings

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Step 8: Click Select items to synchronize

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Step 9: Choose items to sync

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Note: This is where it gets interesting.  By default, NetDocuments allows you to choose only your most recent or favorite workspaces for syncing.  In your client Cabinet, ensure that the files you want to appear have been recently opened or added to favorites.  On Folder Cabinets, you can choose any folder to sync.

Step 10: Set up ndSync to Launch at Startup

System Preferences –> Users & Groups  -> Login Items

ndsync login

 

 

 

 

 

 

 

 

 

 

If ndSync is not on this list, click on the plus side, browse to Applications, and add it.

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