How to Customize your list view in NetDocuments

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

NetDocuments allows you to tailor the view of your account so that it fits the way you work. Take advantage of adjusting column visibility and sorting including adding document type as a customizable attribute! Make sure 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 that will be used as a default for those users. If this has been defined by the Administrator, any new user will have this format as the default.  If the user subsequently creates a personalized Format, it will override the format set by the Administrator.

Further Reading:

https://support.netdocuments.com/s/article/205220390

https://support.netdocuments.com/s/article/25628725

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