How to use NetDocuments as an External User

Posted in NetDocuments Sharing, NetDocuments Tips on November 8, 2018 by Craig Bayer

Someone wants to share documents with you, and instead of using DropBox or Google Drive, they have sent you a NetDocuments link.  Don’t worry,  it will take less than 5 minutes to get up and running.  The first thing you want to do is click on the NetDocuments Email Link and create your account. This will allow you to view the documents on the internet in NetDocuments.

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Once you have logged into the account,  feel free to explore NetDocuments and also know about NetDocuments sharespace file sharing feature. It helps if your friend has sent you a link to the documents, if they have not, please ask them to.  This video should help.

Viewing documents on the web is okay, but you might want to synchronize them on to your computer like DropBox.  Don’t worry, we can do that too.  In the video below, I will show how to do this using a Windows computer, however, this also works on a Mac.  I have also included 2 links below with step by step instructions on how to install ndSync, so you can have Dropbox-like functionality.

Install Links:

ndSync for Mac

ndSync for Windows

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