Adding an Author and Typist in NetDocuments

March 8, 2024

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.