Legal Document Management Software | Optiable: Free Assessment!
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Legal Document Management Software | Optiable: Free Assessment!
  • Home
  • About
    • Meet The Optiable 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

Seamless Updates: How to Upgrade ndOffice and ndMail for NetDocuments Windows Users

Date & Time: August 13,  1:00 – 2:00 pm Eastern time
Best for: NetDocuments Admins and IT Professionals that Support NetDocuments

Join us for an informative webinar designed to guide NetDocuments users through the process of updating ndOffice and ndMail. Whether you’re an IT administrator or a managed service provider, this session will provide step-by-step instructions, best practices, and troubleshooting tips to ensure a smooth upgrade experience. Key takeaways include: #1: Understanding the latest features and benefits of the updates. #2: A walkthrough of the update process for both ndOffice and ndMail. #3: Tips to avoid common pitfalls and ensure compatibility. #4: Live Q&A with our experts to address your specific questions. Don’t miss this opportunity to enhance your NetDocuments experience and keep your tools running at peak performance.

Reserve Your Spot


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.

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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.

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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.

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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.

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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.

call 1 800 399 0852
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