How to Customize Columns and sort order in NetDocuments

Posted in NetDocuments Tips, NetDocuments User Customization on November 8, 2018 by Craig Bayer

You have the ability to customize your NetDocuments view so that it is unique to your account.  One example is to customize the columns you see when in list view.  By default, NetDocuments will not show you a document type, even though pretty much everyone uses that profile attribute.  You also have the ability to change the sort order.

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In the example above I don’t see the document type and the documents are sorted by the date they were created.

Settings –> Define Display Format

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I will click on Add Column to add my Document Type and change the sort order from the Created date to Modified Date.

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When I switch to the list view, I will now see that information.

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Note the Document Type and sort by modified date have now been added.

You can do the same thing to the Email List View.

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