NetDocuments will work in any browser, but each browser is different, so the setup is a little different. Regardless if you never use Internet Explorer, NetDocuments should be setup there. Once that is done you can setup NetDocuments in another browser like chrome. You first need to login to that browser before you do the install. It will take you about 1 minute. Step 1: In Chrome or FireFox in NetDocuments, Go to Settings à Application Settings and Click on Setup Step 2: Click … [Read more...]
NetDocuments Workstation Settings to Check
Login to NetDocuments: https://vault.netvoyage.com/neWeb2/ via Internet Explorer. If you forgotten your password, see this article. Step 1: Click on the arrow next to your name and click Settings Step 2: Check Personal Information and make changes if incorrect Step 3: In Login Information Check Automatic Login Option if you have it Step 4: Under Application Settings Turn on Desktop Email Integration and Filing. Move the Default Search to 50 Step 5: Under … [Read more...]
How to use NetDocuments to Securely Share Documents
Did you just get an email like this from your Lawyer or Financial Advisor? If you did, you will be using one of the most secure ways to share your sensitive documents. The video above explains how to upload and download documents. The video below explains how to download a document, make changes, and upload them to NetDocuments. Trust me, its easy, and your social security number and bank account information won’t get leaked on the dark web. If you need to login to NetDocuments at … [Read more...]
Turning Off or On the Worldox Email Prompt
You can have Worldox Prompt you every time you want to send an email to save the message. You can also turn that feature off if you don't want it. Step 1: In Worldox Click on EmailStep 2: Click on Address RulesStep 3: Create your RuleUnder Address, determine if you want to make the rule for internal or external email accounts. If you want to shut it off or on for both, you will need to create 2 rules. If you are an admin you can save the rule for everyone. … [Read more...]
Updating the Active X Controller for NetDocuments
Every year or so, NetDocuments will update its Active X Controller. This is usually not a big deal, unless you don't have admin rights to install programs, or something just goes wrong. If that is the case, you need to download the active x controller and install it. https://vault.netvoyage.com/neWeb2/apps/newebcl.msi NetDocuments just did this in the beginning of February 2018, so it should be awhile before we have to do this again. If you are in Europe or Australia, check out this … [Read more...]
Upload Documents to Websites Directly from NetDocuments
IP Court Filing This is a weird name, but in NetDocuments defense, I don’t know what else to call it. Prior to this, if you wanted to upload documents to a website, like filing documents to a court, you would need to download the document to your desktop, and then upload it to the website. NetDocuments did not have the ability to intercept the upload button, so you could only upload documents on your computer. Doesn’t sound like a big deal, but I got so many complaints about this, that I … [Read more...]
How many Documents do I have in ShareFile?
Its nice to know how many documents you have in ShareFile, but there is no report that gives you that information. You can still determine this by installing the Citrix Drive Mapper. Step 1: Login to ShareFile and go to Settings –> Admin Settings –> Advanced Preferences –> Enable ShareFile ToolsStep 2: Enable Drive MapperStep 3: Install Citrix Drive Mapper - https://www.citrix.com/downloads/sharefile/clients-and-plug-ins/sharefile-drive-mapper.htmlStep 4: Login to … [Read more...]
Combining Files and Bate Stamping with NetDocuments and Adobe Pro
I have noticed that some people struggle with Adobe DC after they rollout with NetDocuments. NetDocuments fully integrates with Adobe, meaning, any place there is an add file, NetDocuments will pop open and allow you to select a file. The one feature that is missing is the integration with Windows Explorer. You cannot select 5 documents, right click and choose combine files in Acrobat. However, I have found a way that is just as fast. Open all the files you … [Read more...]
The New NetDocuments (17.2) Interface is Launching Thursday February 1st.
The new NetDocuments Interface (17.2) is going to be turned on for everyone on February 1st. It has been available since September, and now NetDocuments is going to move everyone who has not switched to it. I think you will like the new interface, its more intuitive and cleaner. To help users, NetDocuments has created the following document: The Top Ten Things to Know about the Web Interface Change I have also included the Webinar that Optiable did for its customers: … [Read more...]
How to merge two separate documents into one document in NetDocuments
Scenario: I have somehow gotten 2 copies of a document. The most current copy is labeled as real and only has 1 version. The other copy has 6 versions and is out of date. I want to make these 1 document with the correct amount of versions. To do this, I will send both files to the Send to Application box I am going to make sure the copy with 6 versions is at the bottom, and the most current copy is at the top. I will then click Append Versions. The last item (the copy with 6 … [Read more...]
- 1
- 2
- 3
- …
- 10
- Next Page »