Streamline your workflow by setting a default cabinet in NetDocuments. This simple customization saves time and keeps you focused on your most active matters.
If you’re like most law firm professionals, you spend the majority of your time working within a handful of client matters or practice areas. NetDocuments lets you set a primary (default) cabinet that automatically appears when you use the Go To Workspace feature—eliminating unnecessary clicks and helping you access your documents faster.
Why Set a Default Cabinet?
Setting a default cabinet is particularly useful if you:
- Work primarily on cases for a single client or in one practice group
- Manage documents for a high-priority matter
- Want to reduce navigation time when accessing NetDocuments throughout the day
- Prefer a consistent starting point in your document management system
This customization is especially valuable for attorneys, paralegals, and legal assistants who focus on specific client work rather than managing documents across multiple practice areas.
How to Configure Your Default Cabinet
The process takes less than a minute and only needs to be done once. Here’s the step-by-step process:
When using the Go To Workspace in NetDocuments, you can set the default cabinet that always appears.
If you primarily work with a specific client, you can set it as the default.
Step 1: Go to Settings
Step 2: Go to Account Information
Step 3: Choose the Primary Cabinet and Click OK
Step 4: Close all your internet browsers, log out of NetDocuments, and log back in.
Need Help Optimizing Your NetDocuments Environment?
At Optiable, we’ve helped over 540 law firms customize and optimize their NetDocuments environments. Whether you need assistance with user training, workspace configuration, or advanced customization, we can help your team work more efficiently.
Have questions about NetDocuments customization? Contact our team for personalized guidance on getting the most from your document management system.