A Doc Type Filter is Missing in NetDocuments (How to Refresh a Workspace)

Posted in NetDocuments Admin Tips, NetDocuments Tech Support Issues, NetDocuments Tips | Last updated on May 9, 2022 by Craig Bayer

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:

  1. Your workspace uses folder packs for organization (this will duplicate all folders contained in those packs)
  2. You’ve carefully customized the workspace page layout and want to preserve that arrangement
  3. You have custom web pages embedded in the workspace that you need to keep
  4. 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 Workspaceimage

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.

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