Client and matter descriptions in NetDocuments should stay accurate and up to date — they drive how documents are labeled, searched, and found across your firm. Updating one is a quick administrative task once you know where to look.
This guide walks NetDocuments administrators through changing a client or matter description, step by step.
Before you start —
- You need Admin Console access. Editing profile attributes requires repository administrator rights. If you don’t have access, reach out to whoever manages NetDocuments at your firm.
Step 1: Hi First Name –> Admin
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
Changing a client or matter description is a quick task once you know the path in the Admin Console — just remember to confirm that your data is synced from another system before editing it directly.
If your firm needs help configuring profile attributes, cleaning up client and matter data, or connecting NetDocuments to your practice management system, schedule a consultation or get in touch with our team.