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Legal Document Management Software | Optiable: Free Assessment!
  • Home
  • About
    • Meet Craig
    • Meet Our Team
    • Our Story
    • Testimonials
  • DMS
  • Resources
    • Newsletter
    • DMS Made Easy
    • Law Firm Security
    • Law Firm Technology
    • NetDocuments vs Worldox
  • NetDocs Tips
  • Blog
  • Contact
  • Events

Upcoming Events

NetDocuments Office Hours

Date & Time: June 25, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

“How do I get the most out of NetDocuments?” Now’s your chance to find out! Do you have an issue or question about using NetDocuments efficiently? We’ve got you covered. Take this hour to ask away, and we’ll provide answers.

Reserve Your Spot


Master Versioning in NetDocuments

Date & Time: July 02, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

Versioning in NetDocuments is a powerful tool to enhance your workflow, but mastering it requires the proper guidance. This practical webinar led by Craig Bayer, an expert in document management solutions with years of experience helping users maximize NetDocuments’ features, covers essential versioning techniques—from creating new versions and converting documents to managing unofficial versions and using AutoVersion. Designed for legal professionals of all experience levels, you’ll gain actionable tips to streamline workflows and avoid common pitfalls. Don’t miss this opportunity to boost your efficiency and confidently manage documents in NetDocuments.

Reserve Your Spot


NetDocuments AI Assistant Training

Date & Time: July 09, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

Join us for an exclusive webinar designed to help NetDocuments users leverage the power of the platform’s AI Assistant. Discover how to enhance productivity and streamline workflows with intelligent solutions tailored specifically for your document management needs. By attending this webinar, you’ll walk away with actionable insights, including how to utilize the NetDocuments AI Assistant to improve efficiency, practical examples of the AI Assistant in action with simplifying complex tasks, and strategic tips for integrating AI tools into your daily NetDocuments workflow.

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NetDocuments Office Hours

Date & Time: July 16, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

“How do I get the most out of NetDocuments?” Now’s your chance to find out! Do you have an issue or question about using NetDocuments efficiently? We’ve got you covered. Take this hour to ask away, and we’ll provide answers.

Reserve Your Spot


Collabspace Training

Date & Time: August 06, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

NetDocuments Collabspaces takes document sharing to the next level! This training allows you to gain experience with this powerful add-on’s features and functions, allowing you access a client portal for easy external collaboration.

Reserve Your Spot


Mastering Home Pages & Cabinet Home Pages: Maximize Your NetDocuments Efficiency

Date & Time: September 10, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

Unlock the full potential of your NetDocuments setup in this expert-led webinar designed specifically for legal professionals. Join document management consultant Craig Bayer as he shares proven strategies for optimizing Home Pages and Cabinet Home Pages to streamline your workflow. Learn the key differences, customization tips, and delegation techniques to boost efficiency and control. Don’t miss this opportunity to gain hands-on knowledge and elevate your NetDocuments experience.

Reserve Your Spot


Mastering NetDocuments Workspaces: Best Practices and Expert Tips

Date & Time: September 17, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

Join document management expert Craig Bayer as he shares best practices for optimizing your NetDocuments workspace in this must-attend webinar. With experience helping over 500 law firms implement NetDocuments, Craig will guide you through proven strategies to organize, access, and manage documents more efficiently. Learn how to make the most of Folders vs. Filters, create powerful Saved Searches, and implement Folder Packs to streamline collaboration. You’ll also discover how to design Matter Type Specific Workspaces tailored to your firm’s unique needs. Perfect for legal professionals and law firm administrators, this session offers actionable tips to boost productivity and improve workflow.

Reserve Your Spot


NetDocuments Office Hours

Date & Time: September 24, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

“How do I get the most out of NetDocuments?” Now’s your chance to find out! Do you have an issue or question about using NetDocuments efficiently? We’ve got you covered. Take this hour to ask away, and we’ll provide answers.

Reserve Your Spot


WSM Training

Date & Time: October 1, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

Workspace Security Manager (WSM) allows NetDocuments users to seamlessly add ethical walls to NetDocuments. WSM is an add-on product that you do have to pay extra for.

Reserve Your Spot


NetDocuments Office Hours

Date & Time: October 29, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

“How do I get the most out of NetDocuments?” Now’s your chance to find out! Do you have an issue or question about using NetDocuments efficiently? We’ve got you covered. Take this hour to ask away, and we’ll provide answers.

Reserve Your Spot


NetDocuments Health Check

Date & Time: November 5, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

Is your crucial document management system running smoothly? Learn how to keep NetDocuments healthy and ensure efficient operation.

Reserve Your Spot


NetDocuments Office Hours

Date & Time: November 26, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

“How do I get the most out of NetDocuments?” Now’s your chance to find out! Do you have an issue or question about using NetDocuments efficiently? We’ve got you covered. Take this hour to ask away, and we’ll provide answers.

Reserve Your Spot


What Changed in NetDocuments in 2025

Date & Time: December 3, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

Discover the exciting NetDocuments innovations and improvements from 2025. Take full advantage of new integrations and features so you can increase productivity in all your document management activities.

Reserve Your Spot


NetDocuments Office Hours

Date & Time: December 17, 1:00 – 2:00 pm Eastern time
Best for: NetDocuments Users (Open to Public)

“How do I get the most out of NetDocuments?” Now’s your chance to find out! Do you have an issue or question about using NetDocuments efficiently? We’ve got you covered. Take this hour to ask away, and we’ll provide answers.

Reserve Your Spot


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optiable legal document management software consultant | craig bayer

Optiable is the leading provider of NetDocuments migration, training, and setup services. Since 2002, we've helped attorneys and law firms use technology to improve their businesses.

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