How to install the PatternBuilder Plugin in Word for NetDocuments (for one user)

Posted in NetDocuments Tips, PatternBuilder on November 1, 2023 by Craig Bayer

The Pattern Builder plugin for Word allows users to quickly generate documents that have a consistent format and structure, reducing time spent editing templates and manually creating documents. In this blog post, we’ll explain everything you need to know about downloading the Pattern Builder plugin in Word for NetDocuments – from its features to how it can help enhance your productivity.

There is a way to central deploy the app via Office 365.  This article explains how a user can deploy it themselves.

Your firm must purchase PatternBuilder from NetDocuments to use this feature.  If you want to know if PatternBuilder is suitable for your firm, book a quick 15-minute appointment with me –>


Step 1:  In the Home Ribbon of Word, Click Add-ins

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Step 2:  Choose Get Add-ins

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Step 3:  Type in NetDocuments and Click Add

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Step 4:  Click Continue

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Step 5:  Choose your data center, and then next

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Step 6:  Login

Note,  if you log in via a NetDocuments Username and Password, enter in your credentials.

If you log in via an Office 365/Windows Password (Single Sign On), click Need Login Assistance and use my organization’s login.

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From NetDocuments:https://support.netdocuments.com/s/article/NetDocuments-M365-Word-add-in

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