NetDocuments Common Administrative Questions

If you have NetDocuments Tech Issues, please call this number: 801-226-6882 Option 2

Resources

• NetDocuments US Server Status: ​https://trust-us.netdocuments.com/

• NetDocuments Canadian Server Status: https://trust-ca.netdocuments.com/

Top NetDocuments Admin Questions

• How to Add a New Client / Matter

• How do I change a Client or Matter ID in NetDocuments?

• How do I change a Client or Matter Description in NetDocuments?

• How do I delete a Client or Matter in NetDocuments?

• How to add a New Doc Type

• How do I roll back a document in NetDocuments

• How to Increase My Number of NetDocuments Users

• How to add a New NetDocuments User

• How to remove a NetDocuments User

• A Doc Type Filter is missing in a Workspace

• Can you explain the NetDocuments Admin Types (Repository vs Cabinet Admin)

• How do I update my Billing information

• How do I make a User a Repository Admin

If you have NetDocuments Tech Issues, please call this number: 801-226-6882, Option 2