Enable Subfolder Search in NetDocuments

Posted in NetDocuments Tips on February 13, 2023 by Craig Bayer

In NetDocuments, when doing an advanced search, you may get this message:

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Previously in NetDocuments you could have issues if you were searching in a subfolder that had more than 20 subfolders.  NetDocuments changed this so it doesn’t happen anymore for new folders.

You might need to go back and update some of your older folders if you still get this message.

Step 1:  Click Enable Subfolder Search at the top level folder

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Step 2:  Click OK

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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