How to Determine What NetDocuments Products Your Firm Has Purchased

Posted in NetDocuments Admin Tips, NetDocuments Tips on August 18, 2025 by Craig Bayer

To find out which NetDocuments products your firm has purchased, you should check the Information tab in the NetDocuments Admin Console. This tab provides a view of the services and add-ons that have been purchased for your repository. A green checkmark indicates purchased services, while those not purchased will appear in a lighter grey font without a checkmark.

You must be a NetDocuments Repository Administrator to follow these steps.

Step 1:  Under your Name, click Admin

image

 

Step 2:  Click Information and Settings

image

Step 3:  Click Information

image

Anything that has a green check means your firm has purchased it.

Previous Article
Next Article

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

Share 0