Here is a Quick Way to see all Documents Created in the last 24 hours in NetDocuments

Posted in NetDocuments Searching, NetDocuments Tips on November 8, 2018 by Craig Bayer

In the Document Management Software NetDocuments, you can create a group of custom searches to use over and over again. Sometimes I get a little curious about what other people in my company are doing and I like to run a search for all documents that have been created in the past 24 hours.  Since I used this search so much, I have saved it to my home screen.  Here is how I did it:

Step 1:  In NetDocuments go to the Advanced Search.  Make sure all Cabinets are selected.

a

 

 

 

 

Step 2:  In the Created By Line, add  Date as –1 and to as +0

b

 

 

Step 3:  Click Search

This will search for everything from now to 24 hours ago.

Step 4: Save the Search and give it a name.  I usually put it in my User Folder.  It can be put anywhere.

c

 

 

 

 

 

 

Step 5:  Click the Star next to the searches name

d

 

 

 

In my home screen, I have a section called Saved Searches where I keep items like this.

a

Now when I log into NetDocuments, I can quickly do a Search for all Documents created with the last 24 hours.  I could also have modified the search to be all documents that I was the Author.

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