How to set a default Cabinet in NetDocuments

Posted in NetDocuments Tips, NetDocuments User Customization on December 7, 2021 by Craig Bayer

When using the Go To Workspace in NetDocuments, you can default to which cabinet always appears. 

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If you are mainly working in a specific client, you can default to that one. 

Step 1:  Go to Settings

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Step 2: Go to Account Information

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Step 3:  Choose the Primary Cabinet and Click OK

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Step 4:  Close all your internet browsers. 

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