The Secret to Using NetDocuments on a Mac Part 3: Creating a New Document

Posted in Uncategorized on August 31, 2019 by Craig Bayer

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In NetDocuments, click on the Orange Add Button and then Blank Document.

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Now we fill out the necessary information about the document.

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Document Name – The name of the document

Document Format – Options are Excel, Pages, PowerPoint, Rich Text, txt file, and Word. (We cover office online here)

Store in this cabinet – Which NetDocuments cabinet will you save your document in?

File the Document – Used more for folder-based cabinets.

OkEdit Profile Tags – Either option will take you to the next screen.

If the new document we are creating is going to a workspace-based cabinet, we will need to profile it.

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In the example above, I will need to fill out the Client, Matter, Doc Type, and Comments fields. Client, Matter, and Doc Type have an asterisk (*) next to them, indicating they are required. Comments have no * meaning, it’s not required.   (Doc Type is referring to Pleadings, Memos, Correspondence, and not PDF, Word, or Excel)

If I click on the first option, Client, I can browse through a list of Clients. Once you fill out the Client, you will need to select a Matter for that Client and a Doc Type.  Comments are optional fields, so you have the choice to fill them out or not.

Click Continue to create your Document.

NetDocuments will now open your document.

Once you are done typing, you can save and close your document.

Click on the green checkmark to check the document back in.

 

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