NetDocuments Tips

How Document Stamping works with NetDocuments and Microsoft Word

By November 8, 2018February 19th, 2021No Comments

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