NetDocuments has released a direct integration with ScanSnap. Can you imagine pressing one button and having all your documents scanned and moved to your document management software in the cloud?…
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Have you ever wanted to find a document you looked at 4 months ago, but cannot remember where you saved it? You might only remember a couple of details like…
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This article is out of date. We suggest looking here: https://optiable.com/how-to-use-netdocuments-on-a-mac/ According to a variety of statistics, Macs make up about 8% of the market. Back when I first started consulting…
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This article has been updated. When I migrate firms from on-premise to cloud-based document management system (DMS), I try to make the transition as seamless as possible. Therefore if we…
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When viewing a PDF in an online document management software like NetDocuments, it is much faster to view the PDF in the browser, than to download the document and open it. I am…
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In the Document Management Software NetDocuments, you can create a group of custom searches to use over and over again. Sometimes I get a little curious about what other people…
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100% of new NetDocuments clients of ours ask this question: How do I default my search so it is listed by clients and not client ids? We cover this extensively…
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I would love to say its Safari because that is already installed on your Mac. However, it's not. In a recent update, Apple added this very annoying feature…
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Optiable helps firms migrate to both of these products so we have no dog in the fight. The cost is pretty much the same for each service so we use…
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Back in the day, you would buy a copy of Microsoft Office at the store, insert the DVD and it would install it. A few years later, you would buy…
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Thinking about moving your data into the cloud? There are some good options to choose from, but there are also a couple of lemons. When choosing what provider to use, make sure…
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I was in Colorado this past week for a conference. During some downtime, I sent one of my speaking partners a couple of links via DropbBox to the updated presentation…
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Sometimes you have to burn files to a DVD. You can do this directly from NetDocuments, but you must prepare the DVD first. Step 1: Right Click on the…
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In Part 1 of how to Setup Document Management Software we discussed Required Profile Attributes, Part 2 covered common the Non Required ones. In Part 3 we will cover labeling email, using keys versus…
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On my MacBook Pro, I have standard and not admin rights. I have the same setup on my PC. Administrator Access has the ability to install new software and viruses…
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Microsoft products like to disabled add-ons, so they run faster. This is not really a NetDocuments specific issue, but all programs that integrate with Microsoft Office. Its also a very…
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As a Document Management Consultant, I found the hack of Mossack Fonseca very fascinating. Not because the wealthy were setting up tax shelters in foreign countries (duh), but how a…
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Windows 7 is a great operating system, I prefer it to Mac OS, and I use my MacBook Air all the time. If you were using a Windows Tablet, you…
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Most PDF’S are completely unsearchable, because they were created by a scanner—as opposed to being converted to PDF from, say, Microsoft Word. People don’t realize this, but if you scan a…
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Clio is the leading legal software for practice management, and NetDocuments is the leading legal software for document management. As luck would have it, they have an integration. It is…
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What good is Document Management Software if you cannot easily scan documents into it? Fujitsu's line of ScanSnap Scanners is the most popular desktop scanners on the market and is…
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In 2005, I was installing Worldox for a law firm in Gulfport, Mississippi. Installation, training, and roll out went fairly smoothly, however about a week later I started getting calls that…
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When you close a Microsoft File it automatically checks back into NetDocuments. When you close a non-Microsoft file, you must come back to NetDocuments and click the green Check In…
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When someone wants to hack a password, the first step will be a dictionary lookup attack, which means that multiple words from the dictionary are entered as the password. This…
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Check out our article on the new NetDocument Nuance Integration. If you are using Nuance, there is a NetDocuments Button that will allow you to save directly into NetDocuments. Right…
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Intro One of the main goals of Document Management Software is to move you away from looking for files in nested folders. If you wanted to see the menu for…
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The ability to encrypt email has been around for a while; however, it was always hard to do. Let's face it, most Lawyers are not going to use open source…
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You have the ability to customize your NetDocuments view so that it is unique to your account. One example is to customize the columns you see when in list view.…
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In the examples in our first post, I would make all the fields required, which means that a user has to choose something in all fields or they cannot save a…
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Naoki Hiroshima owned the Twitter account @n, which was in high demand. He would get offers of up to $50,000 for its purchase. It was so in demand that a…
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Forty-three percent of C-level executives say their biggest security threat is negligent insiders or employees*. *http://www-935.ibm.com/services/hk/en/it-services/data-breach/data-breach-statistics.html The keyword here is ‘negligent’, meaning they accidentally screwed up. The next threat is…
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If NetDocuments is Browser Agnostic (works in any browser) why do I always recommend that people use Internet Explorer (IE)? NetDocuments has an Active X controller hooked into IE that…
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Step 1: Open PDF Docs and go to Options. Step 2: Choose NetDocuments, Check Enable and Click OK. Step 3: Choose NetDocuments and Browse. Enter Your NetDocuments username and password.…
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I have been an Adobe Acrobat user since the beginning of my career. Adobe 12 or DC came out a while ago and I have pretty much hated it ever…
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You can export OneNote Notes, Sections, and Notebooks out of OneNote and store them in NetDocuments. I don't know why you would do this, but you can. Step 1: …
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Most law firms need to be able to run high-end document comparison tools that go beyond the scope of the native features built into Word. Workshare one of those products…
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NetDocuments released ndOffice 2.0 last week. ndOffice is the Windows Only integration that interacts with Adobe, Word, Excel, Outlook, and PowerPoint. The update itself is very impressive, the force of…
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NetDocuments released updates to ndOffice when needed. It is pretty simple to upgrade your copy. Step 1: Restart your computer Step 2: Right Click on ndOffice in the system tray.…
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Desktop vs. Laptop You want to be buying laptops. As technology moves to cloud-based systems, the ability to work anywhere is pretty compelling. In most scenarios, all your attorneys should…
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When I click on the Save Icon in Word, I want NetDocuments to automatically pop open. Instead, the screen below appears. I don’t want to save documents to SharePoint, One…
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You used to need one, but you might not need one anymore. I used to pitch that you would need to buy a Small Business Server from Dell which would do…
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Go to NetDocuments: https://vault.netvoyage.com/neWeb2/docCent.aspx Click on Need Login Assistance. Note: If your computer Automatically Logs in, you will need to go to this site from a browser that is…
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A. WordPerfect It still exists and it works great, but they are many drawbacks to using it. · Newer employees have never used it · You already own Microsoft Office…
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If you go to Settings – Application Settings you will see an option for Advanced Filing. What does this do? To answer that question, I need to give an example…
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NetDocuments has integrations with Adobe 11 and 12, (Reader, Standard, and Pro). This works similar to the ndoffice integration in Word, Excel, or PowerPoint. The only difference is saving…
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There are really 3 different types of scanners, twain compatible, non-twain compatible, and the big multifunction copier/scanners. This article goes over how to scan with a Twain Compatible Desktop Scanners. …
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If you look at the footer of the page above, you will see a document id number (4826-8897-1546) followed by a version number. This is very useful if you are…
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Gmail Integration no longer works like this. We will be posting an updated article soon. NetDocuments has pretty good integration with Gmail. This is the perfect solution for anyone using…
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Every so often I have issues with documents that I change on my computer that don’t check back into NetDocuments. If a document does not check back in correctly, NetDocuments…
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If you are using Safari or Chrome on your mac, see this article instead. If you are using Firefox, continue below. In this article, we will cover ndOneClick, a Mac…
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One of the most frequent questions I get from Mac Users is how do create a new version of a document. On a windows machine, you can do a Save…
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Step 1: In WordPerfect go to Tools –> Settings --> Files Step 2: Under Default Template open up the folder Step 3: Browse to the Custom WP Template Folder and…
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In Part 1 of the series, we talk about using ndoneclick the program that allows you to click on a document in your browser, have it download, make changes and…
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When you are using NetDocuments or Worldox you want PDFs you view online to open on the desktop and not in the browser. Worldox and NetDocuments have plugins that allow…
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This is the master page for a group of articles that explain how to use NetDocument's on a Mac. If you are in Word on a Windows computer and click…
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Step 1: Go to the link below and download the exe https://support.netdocuments.com/hc/en-us/articles/206466383-Using-ndSync Step 2: Click Download Step 3: Click on the file that downloads Step 4: Click Next Step…
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Step 1: Go to the link below https://support.netdocuments.com/hc/en-us/articles/206466383-Using-ndSync Step 2: Click Download Step 3: Click on the file that downloads Step 4: Click Continue Step 5: Click Continue Step…
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This is part of a series of articles on ndSync, for more information see our post here. ndSync is the DropBox like tool for NetDocuments. Before anyone at your firm…
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Someone wants to share documents with you, and instead of using DropBox or Google Drive, they have sent you a NetDocuments link. Don’t worry, it will take less than 5 minutes to…
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ndSync is a file synchronization tool that lets you pick Workspaces, Folders, and Filters and sync them with a location on your windows and your Mac computer. I have found…
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The newest version of ndOffice has a feature that has been requested by all of my users, document comparison in NetDocuments. Before this feature, if you tried to use the…
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If you are using a Windows Computer and Internet Explorer, you can setup NetDocuments to automatically login you into the website, ndoffice, ems profiler, ems folders, ndsync, and the folder…
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Foxit PDF Phantom 8.1 has built-in integration with NetDocuments via ndOffice. It's pretty easy to enable. Step 1: In Phantom PDF go to Open –> add place –> NetDocuments Step…
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I personally send about between 3-4 contracts a week to be signed. In 2016 that process involved Creating a Contract in Word Converting it to a PDF Emailing it someone…
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The NetDocuments Upload button is great for getting small groups of documents into the program, but you can only upload documents, you cannot upload folders. When you get a…
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What if you could open documents and edit them in an online document management system without downloading them? You can with NetDocuments, which has a way to open a document…
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The NetDocuments Integration for the iPad and iPhone is outstanding. You basically have the same function as you do on your desktop computer. If you download the NetDocuments App, you…
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Issue 1: The Doc ID can’t be updated due to a lack of space in the footer. In Word, your Footer from Bottom must be 0.2 or greater.…
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Our company does anywhere from 30-40 NetDocuments installs a year. When we first started out in 2010 we were installing: NetDocuments Application Integrations / ndoffice NetDocuments Adobe Integration EMS Profiler…
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6.3 Rolling Back a Documents Scenario: Someone is working on a document and then delete all the text and hit save. You need to get that previous document back, but…
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I have written extensively about this in the past, but I just wanted to add a couple more things: 1. Use Google Chrome and not Safari. Safari throws up a…
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In NetDocuments, it is very easy to take documents from your client and save them into the document management system. While this works, you can sometimes save a step, and…
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In the previous post, we discussed how you can use the NetDocuments Email Addresses to have clients email documents directly into NetDocuments. While this works, it is only as secure…
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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…
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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…
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I have noticed that some people struggle with Adobe DC after they roll out with NetDocuments. NetDocuments fully integrates with Adobe, meaning, any place there is an add file, NetDocuments…
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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…
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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…
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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…
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If you have forgotten your password, see this article. Step 1: Login into NetDocuments https://vault.netvoyage.com/neWeb2/ Step 2: Click on the arrow next to your name and click Settings Step 3: …
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Warning, this is the old way of doing this, ndclick has replaced the need for ndoneclick. NetDocuments will work in any browser, but each browser is different, so the setup…
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10.1: Links to Software to Install on a Windows Computer Download either the NetDocuments - Manual Install Guide - Windows: Walk around to each computer installing NetDocuments. NetDocuments - Scripted Install…
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10.1: Links to Software to Install on a Mac Download: NetDocuments - Mac Install Guide If you have a Windows Computer, Click Here. Apple Computer (Mac) Install ndoneClick for Mac - Chrome/FireFox/Safari…
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3.1 Adding a New Client Step 1: In Admin, go to Define Profile Attributes Step 2: Highlight Client and Double Click on it. Step 3: Click Add Client Step 4:…
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3.2 Adding a New Matter Adding a Matter is very similar to adding a Client, with the exception of selecting the Client Key before completing the Matter Key and Description.…
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Step 1: On click ndoneclick from any place you were using it If you were previously using NetDocuments in Chrome, Firefox, Edge, or Safari, you need to uncheck ndoneclick.…
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Note that the Manual Install Guide below follows this video. We are going to download and install the following programs: NetDocuments Active X Controller - https://vault.netvoyage.com/neWeb2/apps/newebcl.msi ndoffice - https://apps.netdocuments.com/apps/ndOffice/ndOfficeSetup.exe ndclick…
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If you install Adobe after NetDocument's ndOffice has been installed, you will need to manually add the hook into Adobe for the integration to work. Step 1: …
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We are going to download and install the following programs: NetDocuments ndClick: https://qa-apps.netdocuments.com/apps/ndClick/ndClick.pkg NetDocuments ndSync: https://apps.netdocuments.com/apps/ndSync/ndSyncMac-2.2.0.zip Here is the step by step guide NetDocuments – Manual Install Guide – Mac…
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On Windows 10 Machines, you need to make sure Everyone has Full Control of the RSA Folder. Part 1: Windows RSA Folder Settings Step 1: Go To C:\ProgramData\Microsoft\Crypto Step 2:…
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