ndSync lets you sync NetDocuments workspaces and folders to your local machine for offline access. This guide walks through downloading, installing, and configuring ndSync on Windows.
This article is part of our Ultimate Guide to ndSync series.
Before you begin: Your firm’s NetDocuments administrator must enable ndSync before you can use it. If you get an error during setup, check with your admin to confirm ndSync policies are configured.
Step 1: Download the Installer
https://apps.netdocuments.com/apps/ndSync/ndSyncSetup.zip
Step 2: Click on the file that downloads
Step 4: Click Next
Step 5: Click Install
Step 6: Click Finish
Step 7: Click Next, Next, and Finish
Step 8: Log In to NetDocuments
After installation, ndSync will prompt you to log in with your NetDocuments credentials.
Configure ndSync
Step 1: Open ndSync Settings
Look for the ndSync icon in your system tray (bottom-right corner of your screen). Click the icon and select Settings.
Step 2: Launch ndSync from your system tray (It’s the top left icon) and click Settings
Step 3: Click Select Items to Synchronize
Step 4: Click Select Items to Synchronize
Understanding What You Can Sync
By default, NetDocuments limits which items appear in the sync selection screen:
Client/Matter Cabinets: Only your recent or favorite workspaces appear. To sync a specific workspace, open it in NetDocuments first or mark it as a favorite.
Folder Cabinets: You can select any folder to sync.
Tip: Before running ndSync setup, open or favorite the workspaces you want to sync. This ensures they appear in the selection list.
After Installation
Once configured, ndSync creates a folder on your computer (typically in your user folder) containing your synced content. The folder structure mirrors your NetDocuments organization.
Changes sync automatically in both directions—edit locally and it syncs to NetDocuments; edit in NetDocuments and it syncs to your local folder.
Troubleshooting
ndSync won’t connect: Confirm your firm has enabled ndSync policies.
Workspace doesn’t appear in sync list: Open the workspace in NetDocuments or add it to your favorites, then refresh the sync selection.
Sync icon shows errors: Right-click the system tray icon and check the sync status for specific file conflicts.