Adding an Author and Typist in NetDocuments

Posted in NetDocuments Admin Tips, NetDocuments Tips on March 8, 2024 by Craig Bayer

After creating a new user in NetDocuments, you must manually add these values to the Author and Typist field.

This is only if you have an Author or Typist Field.

You should already be in the NetDocuments Admin Console because you have created a new user.

 

Step 1: Click on Profile Attributes.

Step 2:  Find the Author Attribute and Click on it.

Step 3: Click Add Author.

Step 4:  Add the Author Information into NetDocuments.

Step 5: If you have a Typist Field, repeat Steps 2-4 for the Typist Field.

 

Your new users can manually default their Author and Typist using this method.

 

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