How to Log in when using Single Sign on in NetDocuments

Posted in NetDocuments and Single Sign On, NetDocuments Tips on June 26, 2020 by Craig Bayer

NetDocuments has the ability to link your NetDocuments Account with Office 365.  When you go to login to NetDocuments, you will enter your email address and your 365 account password.  We go over setting up this feature in the following webinar: https://vimeo.com/333579145

If this feature has been turned on for your firm, there is a special way you to login, which you only have to do once.

In the NetDocuments Browser,  Click Need Login Assistance at the Login Screen

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Choose I want to use my organizations login, type in your email and click submit

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In any NetDocuments Program installed on your PC,  Click Use Organizations Login

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Type in your Email Address and Click Submit.

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On a Smart Phone App Choose Organizations login.

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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