Changing your name in NetDocuments

Posted in NetDocuments Tips on July 20, 2022 by Craig Bayer

Step 1:  Click on Settings

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Step 2: Click Personal Information

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If you are not using Single Sign On,  you can change your name here.

If your name is grayed out, like below

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You can have your NetDocuments Admin change your name.

 

Step 1:  Click on Admin

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Step 2: Click Users & Group

 

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Step 3: Click on a Name and you should be able to change it

 

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Warning about changing your name

https://netdocuments.force.com/NetDocumentsSupport/s/article/205218000

Be careful when changing your account name. This may affect your ability to search for documents created or modified by your user account. For example, on the Advanced Search page, selecting the Me link will insert your account name into the search box. If your account name changed, Search will only find those documents that match the current name.

If a user named Michael uploads a document, it will be labeled with Created by Michael. If Michael changes his account name to Mike and then selects the Me link when searching, Search will insert Mike into the search box. The search will not find his earlier document because they are labeled with Michael.

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer