Adding a New Doc Type to NetDocuments

Posted in NetDocuments Admin Tips, NetDocuments Tips on October 22, 2021 by Craig Bayer

Step 1: In NetDocuments Admin go to Profile Attributes

Step 2: Click on Doc Type

Add a Doc Type

Step 3: Click Add Doc Type

image

Step 4: Type in the Doc Type Key and Click Add

image

Further Reading:

How to add a Client

How to add a Matter

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