NetDocuments Exporting DocumentsNetDocuments Tips

Exporting Documents out of NetDocuments when starting a new firm.

By April 7, 2021June 5th, 2022No Comments

After doing this a couple of hundred times, we have found that this is the best way to use the NetDocuments Mass Export Tool to export 1 matter at a time from NetDocuments.

In this example we want to Export the Bluth Company LLC Formation File out of NetDocuments.

Step 1: On the Root of a Drive,  Create a Folder with 1 Character.

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Note:  We are trying to limit any windows folder path issues here

Step 2: In that Folder, Create a Folder using the client and matter ID if possible.

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Note:  We are trying to limit any windows folder path issues here, so we didn’t use the client and matter name

Step 3:  Download and Install the Mass Export Utility from NetDocuments

https://support.netdocuments.com/hc/en-us/articles/205220100-Mass-Export-Utility

Step 4:  Login to the NetDocuments Mass Export Utility

Step 5: Launch the Mass Export Utility

Step 6:  Choose the Following Options

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Export From:  Choose the Bluth Company LLC Formation Matter.  You would have need to been in this matter or marked it a favorite in the NetDocuments Interface.

Export To:  Choose the Matter ID folder we created in Step 2.

Versions:  Choose All

Append document IDS to document names –  Check this Box

Step 7: Click OK

Step 8: Wait for this process to finish.

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Step 9: Zip the folder.  I usually use 7-Zip

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