NetDocuments Tips

Changing Clients or Matters in NetDocuments

By November 25, 2020June 3rd, 2022No Comments

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This Matter got entered in correctly in NetDocuments.  The Matter Key should be 5-1207 and not 1207.

In NetDocuments you can NEVER change a Matter Key once its been entered.

To fix this issue, you will first need to create the correct Matter.

Step 1: Create the Correct Matter

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Step 2:  In Advanced Search, do a Search for the In Correct Client and Matter Number

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Step 3:  Go to Search Results –>  Edit Profiles

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Step 4: Fill in the Correct Client and Matter ID

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Step 5: Go to the Correct Workspace

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Step 6: Go to the Incorrect Workspace

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Step 7: If there are any custom Yellow Folders, Move them to the correct Workspace

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Choose Move and Choose the Correct Workspace

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Step 8: Delete the Bad Workspace

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Step 9: Go Back to NetDocuments Admin and Delete the Bad Matter

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