How to add List View to SetBuilder in NetDocuments

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

 

 

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.

 

 

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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

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