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“How to” articles, tech trends, reviews, and more
November 8, 2018 in NetDocuments

Here is a Quick Way to Integrate your ScanSnap Scanner with NetDocuments

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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November 8, 2018 in NetDocuments

10 Search Examples that unleash the Power of NetDocuments

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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November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret of Using NetDocuments on a Mac

This article is out of date.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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November 8, 2018 in NetDocuments

Setup NetDocuments for Automatic Login

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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November 8, 2018 in NetDocuments, PDFS in NetDocuments

The Secret to using NetDocuments with Adobe Acrobat

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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November 8, 2018 in NetDocuments

Here is a Quick Way to see all Documents Created in the last 24 hours in NetDocuments

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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November 8, 2018 in NetDocuments

The Number 1 Question I get from new NetDocuments Users

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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November 8, 2018 in NetDocuments, NetDocuments on a Mac

What Browser should you use with NetDocuments on your Mac?

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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November 8, 2018 in Microsoft 365, Technology to Build a Law Firm

Office 365 or Google Apps

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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November 8, 2018 in Microsoft 365, Technology to Build a Law Firm

Using Office 365? You need to understand Click to Run

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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November 8, 2018 in Law Firm Security

5 Questions Your Cloud Provider Must Answer

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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November 8, 2018 in Document Management Software, Law Firm Security

What Everybody Ought to Know About the Scary Vulnerability DropBox Does Not Care About

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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November 8, 2018 in NetDocuments

How to Burn Files directly to a CDDVD from NetDocuments

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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November 8, 2018 in Document Management Software

How to setup Document Management Software Part 3/3: Other Considerations

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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November 8, 2018 in Law Firm Security

Law Firm Security: Why you should never use an Admin Account

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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November 8, 2018 in NetDocuments

My NetDocuments Plugins in Word/Excel/Outlook have disappeared

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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November 8, 2018 in Document Management Software, Law Firm Security

Was Mossack Fonseca using their own crappy Document Management Software?

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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November 8, 2018 in Technology to Build a Law Firm

How to Survive Windows 8/10

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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November 8, 2018 in Technology to Build a Law Firm

Symphony OCR is now Available for NetDocuments

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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November 8, 2018 in NetDocuments

How to Link Legal Software Clio and NetDocuments

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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November 8, 2018 in NetDocuments

NetDocuments Has Just Released a Direct Integration with Fujitsu ScanSnap

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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November 8, 2018 in NetDocuments, PDFS in NetDocuments, Technology to Build a Law Firm

How Symphony OCR Can Help You Search

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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November 8, 2018 in NetDocuments, PDFS in NetDocuments

Make Adobe Documents Auto Check In with NetDocuments

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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November 8, 2018 in Law Firm Security

Law Firm Security – How crucial is a Password Manager?

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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November 8, 2018 in NetDocuments, PDFS in NetDocuments

Connecting NetDocuments and Nuance Power PDF Advanced

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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November 8, 2018 in Document Management Software

How to setup Document Management Software Part 1/3: Required Profile Attributes

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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November 8, 2018 in Law Firm Security

Law Firm Security: How hard is Email Encryption?

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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November 8, 2018 in NetDocuments

How to Customize Columns and sort order in NetDocuments

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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November 8, 2018 in Document Management Software

How to setup Document Management Software Part 2/3: Non Required Profile Attributes

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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November 8, 2018 in Law Firm Security

Law Firm Security: Why 2 Factor Authentication can save they day

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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November 8, 2018 in Law Firm Security

Law Firm Security: 6 Steps to protect your Law Office from Rogue or Careless Employees

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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November 8, 2018 in NetDocuments

Here is a Quick Way to make NetDocuments work in Google Chrome, and other browsers

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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November 8, 2018 in NetDocuments, PDFS in NetDocuments

Connecting NetDocuments and PDF Docs

 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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November 8, 2018 in NetDocuments, PDFS in NetDocuments

The new Nuance Power PDF integration with NetDocuments

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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November 8, 2018 in NetDocuments

Saving OneNote Notes to NetDocuments

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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November 8, 2018 in NetDocuments

The secret to integrating NetDocuments and Workshare

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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November 8, 2018 in NetDocuments

Installing NetDocuments ndOffice 2.0

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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November 8, 2018 in NetDocuments

Upgrading NetDocuments ndOffice on your Windows Computer

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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November 8, 2018 in Technology to Build a Law Firm

How to pick a Computer for your Law Firm

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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November 8, 2018 in NetDocuments

How to get Word to Automatically Pop when saving in NetDocuments

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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November 8, 2018 in Technology to Build a Law Firm

Does your Office still need a Server?

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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November 8, 2018 in NetDocuments, NetDocuments Tips

How to Reset my NetDocuments Password

  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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November 8, 2018 in Technology to Build a Law Firm

Generic Software need to run an Office

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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November 8, 2018 in NetDocuments

What is Advanced Filing in NetDocuments?

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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November 8, 2018 in NetDocuments, PDFS in NetDocuments

How to use NetDocuments with Adobe

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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November 8, 2018 in NetDocuments

How to use the Desktop Scanner Connector in NetDocuments

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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November 8, 2018 in NetDocuments

How Document Stamping works with NetDocuments and Microsoft Word

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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November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret to using NetDocuments on a Mac Part 3: Gmail Integration

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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November 8, 2018 in NetDocuments, NetDocuments Tips

Troubleshooting NetDocuments Check-in issues

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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November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret of Using NetDocuments on a Mac, ndOneClick

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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November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret to using NetDocuments on a Mac, Part 4: How to Use NetDocuments Versioning on a Mac

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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November 8, 2018 in Document Management Software

Integrating Worldox with WordPerfect

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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November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret of Using NetDocuments on a Mac, Part 2: ndsync

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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November 8, 2018 in Document Management Software

The Correct way to view pdfs online when using Document Management Software

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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November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret to using NetDocuments on a Mac

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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November 8, 2018 in NetDocuments

Installing ndSync on a Windows Computer

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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November 8, 2018 in NetDocuments, NetDocuments on a Mac

Installing ndSync on a Mac

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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November 8, 2018 in NetDocuments

NetDocuments ndSync Policies for your firm

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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November 8, 2018 in NetDocuments

How to use NetDocuments as an External User

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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November 8, 2018 in NetDocuments

The Ultimate Guide to ndSync, DropBox for NetDocuments

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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November 8, 2018 in NetDocuments

How to compare two Word files in Netdocuments

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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November 8, 2018 in NetDocuments

How to setup NetDocuments for Automatic Login

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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November 8, 2018 in NetDocuments, PDFS in NetDocuments

How to integrate NetDocuments with Foxit Phantom PDF

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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November 8, 2018 in NetDocuments

Signature Bridge: The NetDocuments Docusign Integration that saves me hours a week

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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November 8, 2018 in NetDocuments

How to Dump Discovery into NetDocuments, The Folder Import Tool

  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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November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret to using NetDocuments on a Mac Part 5: Microsoft 365 Integration

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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November 8, 2018 in NetDocuments

The secret to using NetDocuments on an iphone or ipad

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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November 8, 2018 in NetDocuments

The 3 Most Common Error Messages NetDocuments users get when stamping documents in Word

  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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November 8, 2018 in NetDocuments

It’s time to stop using the EMS Profiler with NetDocuments

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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November 8, 2018 in NetDocuments

Rolling Back a Document in NetDocuments

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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November 8, 2018 in NetDocuments, NetDocuments on a Mac

Secrets to having success with NetDocuments on your Mac

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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November 8, 2018 in NetDocuments

Have Clients add Documents into Your NetDocuments Account Part 1: The Unsecured Easy Way

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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November 8, 2018 in NetDocuments

Have Clients add Documents into Your NetDocuments Account Part 2: The Harder Secure Way

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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November 8, 2018 in NetDocuments

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…
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November 8, 2018 in NetDocuments

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…
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November 8, 2018 in NetDocuments, PDFS in NetDocuments

Combining Files and Bate Stamping with NetDocuments and Adobe Pro

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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November 8, 2018 in NetDocuments

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…
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November 8, 2018 in NetDocuments

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…
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November 8, 2018 in NetDocuments

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…
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November 8, 2018 in NetDocuments

NetDocuments Workstation Settings to Check

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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November 8, 2018 in NetDocuments

Setting up NetDocuments in Google Chrome of Firefox

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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December 6, 2018 in NetDocuments

Links to Software to Install on a Windows Computer

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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December 6, 2018 in NetDocuments

How to install NetDocuments on a Mac (old)

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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December 6, 2018 in NetDocuments

Adding a New Client to NetDocuments

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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December 6, 2018 in NetDocuments

Adding a New Matter to NetDocuments

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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December 19, 2018 in NetDocuments

The secret to using NetDocuments in any browser, ndclick

  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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January 5, 2019 in NetDocuments

How to setup NetDocuments on a Windows Computer

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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January 30, 2019 in NetDocuments, PDFS in NetDocuments

How to Install the NetDocuments Adobe Integration after NetDocuments ndoffice has been installed

    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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January 30, 2019 in NetDocuments, NetDocuments on a Mac

How to setup NetDocuments on a Mac

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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February 5, 2019 in NetDocuments

Troubleshooting ndclick on a windows computer

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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