When you add a new user to NetDocuments, the system creates their login account — but it does not automatically populate the Author and Typist profile attribute fields. Those values have to be added manually in the Admin Console. If your cabinet uses Author or Typist as profile attributes (many law firms do), skipping this step means the new user won’t appear as a selectable option when filing documents.
This article walks through adding a new user to both fields.
Before You Start
This process applies only if your NetDocuments cabinet is configured with the Author or Typist profile attribute. If your firm doesn’t use those fields, you can skip this entirely. You’ll also need Admin Console access to complete these steps.
Step 1 — Open Profile Attributes
From the NetDocuments Admin Console, click Profile Attributes in the left-hand navigation.
Step 2 — Find and Open the Author Attribute
Locate the Author attribute in the list, then click it to open the attribute settings.
Step 3 — Add the New User as an Author
Click Add Author, then enter the new user’s information—typically their name as it should appear in the Author field when filing documents.
Step 4 — Save
Save the new entry. The user will now appear as a selectable Author value across the cabinet.
Step 5 — Repeat for Typist (If Applicable)
If your cabinet also has a Typist profile attribute, repeat Steps 2–4 for that field.
Letting Users Set Their Own Default
Once a user has been added to the Author and Typist fields, they can set their own name as the default so it pre-populates automatically when filing new documents. See our guide on creating a default Author in NetDocuments for those steps.