How to use NetDocuments to Securely Share Documents

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

Did you just get an email like this from your Lawyer or Financial Advisor?

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If you did, you will be using one of the most secure ways to share your sensitive documents.  The video above explains how to upload and download documents.  The video below explains how to download a document, make changes, and upload them to NetDocuments.  Trust me, it’s easy, and your social security number and bank account information won’t get leaked on the dark web.

If you need to login to NetDocuments at any time,  here is the web address:

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