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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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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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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This article is out of date.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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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