Like everything in NetDocuments, there are five or six ways of getting something accomplished. This is part one of a series on how to export data out of NetDocuments.
In this scenario, a client has asked for only one of their matters back. If an attorney were leaving the firm and wanting forty plus matters to go with her, we would use another method.
The first thing we need to do is make sure the firm has purchased ndSync, and that it was turned on.
Part 1: Turn on ndSync
Step 1: In NetDocuments Admin, Go to ndSync Management
Step 2: Make Sure Allow ndSync is checked
If it says ndSync is disabled for this repository, you won’t be able to use this method.
Part 2: Sync a Workspace to your desktop
The Bluth Company wants its matter, Purchase of 4432 Tetrick Road back.
Step 1: Go to that workspace in NetDocuments and click on the Carrot Next to the Matter Name
Step 2: Click Sync workspace
Step 3: Download ndSync if you have not installed it.
Step 4: Once ndSync is installed, click on the ndSync Icon in the system tray (bottom right corner)
Step 5: Clean up and folder path issues. (Windows Only)
See this article to prevent file and folder path issues from occurring.
Folderpath issues are usually because of email. When you sync something to a windows computer, you are dealing with Windows folder path limitations. NetDocuments doesn’t have the limitations Windows does.
In this instance, I need to shrink the names of someone of the emails before they sync on a windows computer. If I click the pencil next to the title, I can shorten it.
Step 6: Once it stops saying Syncing, click on the folder
This will allow me to browse to the Workspace on my computer.
Step 7: Copy the workspace folder to your desktop
At this point, you could copy the folder to a flash drive and send it to the client. If you are going to transmit it via the internet, you probably want to compress the folder.
Step 8: Download and install 7 Zip if you want to compress the file.
Step 9: Right Click on the folder, choose 7-Zip, and then the fifth option.
This will create a compressed file.
Step 10: In NetDocuments, Choose Unsync Workspace
When you have sent the file, you should Unsync the Workspace from your desktop.