A Doc Type Filter is missing in NetDocuments (refresh a workspace)

This does several things:

  • Adds back any missing Doc Type Filters
  • Puts the Filters in Alphabetical Order

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From NetDocuments:  https://netdocuments.force.com/NetDocumentsSupport/s/article/115001678226

 

Refresh Workspace

  • Available via the UI or the API.
  • Removes/deletes filters and web pages from the workspace page and then creates new ones based on the current workspace template:
    • Organizing containers (filters) will be created for existing documents based on their document types and the existing documents will be organized into those filters.
    • New filters that are created will inherit their access from the workspace’s access.
  • Documents will remain in the cabinet; and folders, saved searches, and ShareSpaces will remain in the workspace.
  • Using the Refresh option will retain any links users have placed on their home pages.
  • ShareSpaces remain on the workspace page but their location on the page may change.
  • Existing folders and saved searches will remain on the workspace page but their location on the page may change.
  • Existing folders and saved searches will not have their access updated to match the workspace access.
  • Criteria for Saved Searches will not be changed.
  • Access to the workspace itself is not changed.
  • Workspace description will not be changed.
  • Users need “A” or Administer rights to refresh a workspace.

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