Document Check In Issues when starting with NetDocuments

Posted in Uncategorized on October 3, 2021 by Craig Bayer

 

If you are having NetDocuments Tech Issues, please call this number: 801-226-6882 Option 2

If you are using Firefox, please see this article:  https://optiable.com/using-netdocuments-with-firefox/

When you open a document in NetDocuments, it should open automatically; it should never be downloaded.  When you save and close a document, the green check mark should go away:

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NOTE: When I close Craig Budget 2021 in Excel on my PC, the green checkmark should disappear within 30 seconds.

If you are downloading documents and nothing is checking back in, you have an issue that needs to be fixed.

Option 1:  Restart your computer

Option 2:  Make sure NetDocuments (ndOffice) is installed on your computer

 

If you are missing ndOffice, try restarting your computer.  If you still cannot see ndOffice, please get in touch with your IT department and have them reinstall it.

Option 3: Make sure you are logged in to the ndOffice

Option 4: If that doesn’t fix the issue, make sure that none of your plugins are disabled:

See this article:  https://optiable.com/my-netdocuments-plugins-in-word-excel-outlook-have-disappeared/

Option 5:  If this is an issue with a PDF Document, make sure your default PDF program is not Edge.

See: https://www.adobe.com/acrobat/hub/how-to-change-your-default-pdf-viewer.html

Option 6:  Call NetDocuments Tech Support and have them fix this:  801-226-6882 Option 2

For further reading, check out this article: https://optiable.com/troubleshooting-netdocuments-check-in-issues/

 

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