Installing ndSync on a Windows Computer

Posted in NetDocuments Tips, NetDocuments Windows Roll-Out, NetDocuments Windows Software on November 8, 2018 by Craig Bayer

Step 1: Go to the link below and download the exe

https://apps.netdocuments.com/apps/ndSync/ndSyncSetup.zip

Step 2: Click Download

Step 3: 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: Login to NetDocuments

Step 9: Launch ndSync from your system tray (It’s the top left icon) and click Settings

Step 10: Click Select Items to Synchronize

Step 11: Click Select Items to Synchronize

Note: This is where it gets interesting. By default, NetDocuments will allow you to only choose your most recent or your favorite workspaces to sync. In your client Cabinet, you need to make sure that the files you want to appear have been recently opened or made favorites. On Folder Cabinets, you can choose any folder to sync.

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

Share 0