How to Customize Your List View in NetDocuments

Posted in NetDocuments Tips, NetDocuments User Customization | Last updated on February 12, 2023 by Craig Bayer

NetDocuments lets you tailor your account view to how you work. Take advantage of adjusting column visibility and sorting, including adding document type as a customizable attribute! Make sure the list view reflects what works best for you.

Step 1:  In List View, click on the gear at the very right

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You now have the following options to customize:

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Option Description
Documents \ Emails Allows you to customize separate lists for Documents or Emails.
Display Snippets of Search Results When doing an everything search with snippets on, the search term that his been input will display in a snippet of text below the document name, as shown below:
Restore Default Settings Will remove all custom settings.
Save as repository default Repository Administrators can define a default List View Format for all users of their Repository, which will be used by default for those users. If the Administrator has defined it, any new user will use this format by default.  If the user subsequently creates a personalized Format, it will override the Administrator-set Format.

Further Reading:

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