NetDocuments and Document StampingNetDocuments Tips

Enhancing the Document Stamp Feature in NetDocuments

By May 18, 2022June 3rd, 2022No Comments

Legal Document Management Software like Worldox and NetDocuments can put a document ID in the footer of a document.

We go over this in great detail here:  https://optiable.com/how-document-stamping-works-with-netdocuments-and-microsoft-word/.

The NetDocuments Stamp is pretty basic, and over the years, we have gotten a lot of requests to make changes to it.  We have developed this word macro to enhance the NetDocuments Stamp.

Change Font:  This allows you to change the stamp font and size for that document.

Remove the Stamp:  This will remove the stamp from a document.  You can then save the document into NetDocuments without the Stamp.  You might have documents you need to upload to the court or send to opposing counsel and don’t want the stamp in place.

Add Stamp:  Because of Firm Letterhead, you might have set your NetDocuments to Stamp the footer after the first page.  The stamp won’t appear when you have a document with only one page.  The add Stamp feature will add the stamp to one-page documents.

Installation Instructions

Step 1:  Download the Macro

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https://vault.netvoyage.com/neWeb2/delView.aspx?env=%2FQ10%2F9%2F9%2Fj%2Ff%2F~220420173411664.nev&dn=1&v=0&dl=1&p=0&e=&t=8KEB4zmnkA1zE5ZchmQ%2BAX3D3aE%3D&cg=NG-CCZUHZTN&hd=1&nf=N&s=VAULT-265UXD99

Step 2:  Open up windows explorer and paste this location into the bar:  %appdata%\Microsoft\Word\STARTUP

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Step 3: Paste the Macro into Word StartupFolder

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Step 4: Launch Word

Step 5:  Make sure you are showing the Quick Access Toolbar

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Note:  Right-click over the save button