Adding a New Document Type to NetDocuments

Posted in NetDocuments Admin Tips, NetDocuments Tips on May 9, 2022 by Craig Bayer

Adding a new document type in NetDocuments may seem like a complex task, but with the right guidance, it can be a seamless and straightforward process. Whether you’re organizing legal files, managing corporate records, or handling sensitive client documents, customizing your workspace to fit your specific needs is essential for efficiency and compliance.

This guide is designed to walk you through every step of the process, ensuring that your configuration is optimized for your unique workflow. By the end, you’ll not only understand the importance of proper document type setup but also feel confident in your ability to tailor NetDocuments to support your firm’s success. Let’s get started and unlock the full potential of your document management system.

Step 1: Hi First Name –> Admin

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Step 2: Admin –> Profile Attributes

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Step 3: Open up Doc Type, by clicking on Doc Type.

Step 4:  Click on Add Doc Type

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Step 5:  Enter in the Doc Type

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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