How to add List View to SetBuilder in NetDocuments

  |  
September 9, 2024

 

 

When you are adding documents to a set in SetBuilder,  there is no way to see the traditional NetDocuments List View, which shows you all documents and emails.

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You can create a saved search that will show you the “List View” in NetDocuments.

 

Step 1:  Open up your Client Cabinet and choose Define workspace templates.

 

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Step 2:  Click Add Saved Search

 

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Step 3:  Enter in the Following Information

 

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Saved Search Name:  All Documents and Emails

Search Criteria:  not =11(ndsq OR ndfld OR ndcs)

Sort By:  Modified Date:  Check the box next to Descending

 

Step 4:  Save Templates

 

 

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You will need to refresh your workspaces to see the saved search, but this will bring back List View to SetBuilder when selecting documents.