Updating a client or matter description in NetDocuments is a straightforward but essential task for administrators managing their organization’s legal document workflows. Ensuring that client and matter descriptions are accurate and up to date is critical for maintaining organization, enabling seamless search functionality, and enhancing collaboration across teams.
This guide is designed to help NetDocuments Administrators confidently and efficiently update client or matter descriptions within the platform. With our step-by-step instructions, you’ll learn how to make these changes with ease, improving the accuracy of your firm’s document management system and ensuring a more streamlined user experience.
Step 1: Log into the NetDocuments Admin Console
Step 2: Go to Profile Attributes
Step 3: Open up the Profile Attribute you want to change by clicking on the attribute
Step 4: Make your changes and click Save
