How to link files or folders out of NetDocuments, to NetDocuments

Posted in NetDocuments Tips, NetDocuments User Tips on March 17, 2021 by Craig Bayer

In a previous post, I discussed the benefits using Vimeo instead of NetDocuments to store videos.  There is a lot of other stuff that you might not want to store in your Document Management Software.

  • PST Files
  • ZIP Files
  • Access Databases
  • Videos (if you are not going to use vimeo)
  • Any file over 2GB

NetDocuments, a 100% Cloud Based Document Management System allows you to link local files and folders into the DMS. 

Step 1:  In NetDocuments Click Add –> Link/URL

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Step 2:  Choose the Link Type and change it either to Local File or Local Folder

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Step 3: Browse to that local file or folder

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In this instance I grabbed a PST File.  I want it to show up in NetDocuments, but it will be stored else where. 

Step 4:  Profile the Document

I like to add a comment about where the document is located.

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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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