Adding New Users to NetDocuments when using Single Sign on through Azure

Posted in NetDocuments and Single Sign On, NetDocuments Tech Support Issues, NetDocuments Tips on June 6, 2022 by Craig Bayer

A user (usually new) will get the following message when attempting to login to NetDocuments:

Sorry, but we’re having trouble signing you in.

Please send the instructions to your IT person with the email address of the user effected.

Step 1: Login to Azure

https://portal.azure.com/#home

Step 2: Click on Microsoft Entra ID

Step 3: Go to Manage and Click on Enterprise Applications

Step 4: Click on NetDocuments

Step 5: Go to Users and Groups

Step 6: Click Add User/group

Step 7: Click on None Selected under User and Groups and Search for the user

Step 8: Click Select and then assign

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

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