When Document Type Filters Disappear
If you’ve noticed that document type filters are missing from your NetDocuments workspace, or they appear out of order, the solution is simpler than you might think. The “Refresh Workspace” feature can restore missing filters and reorganize them alphabetically.
However, this seemingly simple fix comes with important warnings that every NetDocuments administrator should understand before clicking that refresh button.
⚠️ Critical Warning: Don’t Refresh If You’re Using Folder Packs
Before refreshing any workspace, verify whether it contains folder packs. If your workspace uses folder packs for organizing client/matter folders, do not use the Refresh Workspace feature.
When NOT to Use Refresh Workspace
Avoid using this feature when:
- Your workspace uses folder packs for organization (this will duplicate all folders contained in those packs)
- You’ve carefully customized the workspace page layout and want to preserve that arrangement
- You have custom web pages embedded in the workspace that you need to keep
- Users have specific workflows that depend on the current filter or folder arrangement
How to Refresh a Workspace
If you’ve verified it’s safe to proceed (no folder packs, no critical customizations):
Step 1: Click on the Arrow next ot the Workspace Name
Step 2: Click Refresh Workspace
The refresh happens immediately. Your missing document-type filters should reappear, now organized alphabetically.
From NetDocuments: https://netdocuments.force.com/NetDocumentsSupport/s/article/115001678226
Need Help with NetDocuments Configuration?
Workspace management issues can disrupt your entire team’s workflow. If you’re experiencing persistent problems with missing filters, workspace configuration, or need guidance on folder pack alternatives, Optiable specializes in NetDocuments optimization for law firms.
We’ve completed over 523 NetDocuments implementations and can help you maintain a well-organized, efficient document management system without risking data loss or organizational structure.