Moving around files in NetDocuments

Posted in NetDocuments Tips, NetDocuments User Roll-out, NetDocuments User Tips on August 28, 2019 by Craig Bayer

During the rollout and first days of use, it’s pretty standard for stuff to get filed to the wrong location.  You can move documents one by one or in groups.

Example 1:  Client Documents are saved to the wrong Doc Type

These documents should have been coded to Motions.  Select all the documents and choose Edit Profile

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Leave client and matter blank and change the DocType to Motions

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Example 2: Documents are coded to the wrong matter

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Leave Doc Type blank and choose the Client and Matter.

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Example 3: Documents in a Folder Based Cabinet (non Client) need to be moved to another folder

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Change the folder from Tax Forms to LLC Forms

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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

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