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. If you are not using a [...]

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: Fill out the Information Below The only [...]

Rolling Back a Document in NetDocuments

6.3 Rolling Back a Documents Scenario:  Someone is working on a document and they delete all the text and hit save.  You need to get that previous document back, but they didn’t created any [...]