How to setup NetDocuments on a Mac

Posted in NetDocuments Mac Software, NetDocuments on a Mac, NetDocuments Tips | Last updated on January 30, 2019 by Craig Bayer

You don’t install NetDocuments on a Mac the way you do on Windows. The list is shorter and the names are different.

There are two pieces of software you install yourself: ndClick and ndSync.

There Is No ndOffice for Mac

On Windows, ndOffice is the workhorse. It puts NetDocuments inside Word, Excel, and Outlook, which is why a Windows user clicks Save in Word and lands in a Workspace.

There is no Mac version, and there isn’t going to be one. On a Mac that job belongs to ndClick, which works differently — it sits in the menu bar and takes over when you click a document in the browser.

So the buttons your Windows colleagues describe — the ones inside Word and Outlook — aren’t missing from your Mac. They were never there. Nothing is broken and nothing needs reinstalling.

The Two Things You Install

  • ndClick – Required.
  • ndSync – Optional.

ndClick — Required

This is the one that matters. ndClick downloads a document to your Mac when you click it in NetDocuments, checks it out to you, opens it in Word or Excel, and sends your changes back when you check it in.

Without it, clicking a document name in NetDocuments does nothing at all. No download, no error worth reading. Every Mac user at the firm needs it.

Installing ndClick on a Mac

ndSync — Optional

ndSync keeps a two-way copy of selected NetDocuments folders on your Mac. Changes you make to those files sync back to NetDocuments.

Installing ndSync on a Mac

What You’ll Need Before You Install NetDocuments on a Mac

Patience with one macOS warning. macOS will say the installer is from an unidentified developer and refuse to open it. That’s Apple being cautious about anything that didn’t come from the App Store — it isn’t a bad download. Right-click the installer and choose Open instead of double-clicking it.

Your NetDocuments login. ndClick has its own sign-in, separate from the website. Being logged in to NetDocuments in Chrome doesn’t sign in ndClick.

Need Help?

Is your firm rolling out Macs, or supporting a few attorneys who won’t give theirs up? We deploy ndClick across a firm and get your Mac users working the same way as everyone else — usually in a single call.

Schedule a free consultation at go.oncehub.com/optconsult.

Optiable has rolled out NetDocuments for over 600 law firms since 2010, specializing in firms with 10 to 150 users.

We are going to download and install the following programs:

  • NetDocuments ndClick: https://www.optiable.com/installing-ndclick-on-a-mac/
  • ndSync: https://www.optiable.com/the-secret-of-using-netdocuments-on-a-mac-part-2-ndsync/

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