How Document Stamping works with NetDocuments and Microsoft Word

Posted in NetDocuments and Document Stamping, NetDocuments Tips on November 8, 2018 by Craig Bayer

In Microsoft Word, NetDocuments has the option of “stamping” a document ID onto the document.

There are two reasons you would want this:

  1. If you have a printed document in your hand, you can type this ID into NetDocuments to easily find your document.
  2. If you send someone outside the firm a document, and they send it back, you know where that document came from.

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This is also very helpful if you have multiple versions of the document: you always know what document you are looking at. By default, NetDocuments ships with the Document Stamp turned off.  To change your document stamp settings, follow the steps below:

Click on ndOffice in the system tray (bottom right-hand corner of your computer)

Step 1: Click on the Gear and Settings

Step 2: Click on the tab ID Stamp

Your Options are as follows:

  • Footer every page
  • Footer every page except the first (one-page documents won’t have a stamp)
  • Last Page (after the last text in the document)
  • None (no stamping)

NOTE:  This is an individual workstation setting, not something that we do system-wide.

“Don’t prompt me when applying ID stamp to documents.”

This option, if unchecked, will prompt users to adjust their settings if they open a document that has a Doc ID in a place other than that specified in the setting above.  This comes into play if you open a document that has the stamping set to every page, and your ndOffice setting is set to another option like the Last Page.  The Doc ID is a workstation setting and not a firm setting.  It does make it easier if you have a firm policy on this.

If you get an error with a document stamp, this article will explain how to fix it: http://bit.ly/2AcM0d1

If you want to shut off the stamping for just one document, Optiable has created a Macro that will do that: https://bit.ly/3wncfwT

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