How to add List View to SetBuilder in NetDocuments

Posted in NetDocuments SetBuilder, NetDocuments Tips on September 9, 2024 by Craig Bayer

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

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You can create a saved search that shows the “List View” in NetDocuments.

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

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Step 2:  Click Add Saved Search

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Step 3:  Enter 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 restore List View in SetBuilder when selecting documents.

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