Are you tired of entering new clients and matters in two separate systems? If so, then have we got the perfect solution for you: NetDocuments and Soluno. By integrating these two programs, organizations of any size can set up a streamlined workflow that allows them to quickly move information from one system to another in no time. In this blog post, we’ll walk you through exactly how to integrate NetDocuments and Soluno.
Step 1: Email firstname.lastname@example.org and ask them for the Code to integrate with NetDocuments
Step 2: Make sure your Client and Matter Ids in Soluno match the Client and Matter IDS in NetDocuments.
Step 3: Follow the steps laid out in this video