How to make someone a Repository Administrator in NetDocuments

Posted in NetDocuments Admin Tips, NetDocuments Tips on May 10, 2022 by Craig Bayer

This can be done when adding a new user in NetDocuments:  https://optiable.com/add-a-new-user-in-netdocuments/

If you have already created the user, follow these steps:

 

Step 1: Hi First Name –> Admin

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Step 2: Click on Users & Groups

Step 3:  Double Click on the User’s Name

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Step 4: Click Edit

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Step 5: Change it from Non to Full and Click Save

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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