How to find the location of a document in NetDocuments

Posted in NetDocuments Searching, NetDocuments Tips on July 12, 2022 by Craig Bayer

 

Step 1: Make sure you are in list view (Ctrl + Alt + L) in NetDocuments

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Step 2: Make sure the Document Details Pane is Open (Ctrl + Alt + D)

Step 3: Scroll Down to the Locations Area

 

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This will show you what Workspace and or folder the document is in.

When doing a Search in NetDocuments

Step 1:  More –>  Show Workspace

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This will bring you to the Workspace of the document you searched for.

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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

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