In the fast-paced world of legal practice, efficiency and focus are paramount. However, constant notifications from document management systems like NetDocuments can quickly become a distraction, interrupting your workflow and ...
NetDocs Tips
A couple of years ago, we did a webinar comparing the different PDF Programs and how they integrated with NetDocuments. Our conclusion was that Adobe was the best, because it ...
Despite NetDocuments being a cloud-based service, software installation on local machines is necessary. For Windows, this involves ndOffice, and for Mac, ndClick. This software facilitates seamless document management directly from ...
Special thanks to Frank Schipani at Optimal Networks for showing me how to do this. I want to search NetDocuments for anything with “jerk” in the document name or the ...
What is the difference between linking a document and copying a document? When you copy a document, you create an additional copy of the document in your NetDocuments and then ...
When you are adding documents to a set in SetBuilder, there is no way to see the traditional NetDocuments List View, which shows you all documents and emails. ...
WARNING Most of the firms I set up with this integration end up disabling it for two reasons: When Cosmolex creates a Matter in NetDocuments, it creates two folders in ...
Scenario 1: You created a CollabSpaces, added documents and later created the security group. In this instance, the security group was not applied to the documents in the CollabSpaces, The ...
In recent weeks, Microsoft announced they will discontinue the Impersonation Role in Exchange Online in 2025. In May 2024, Microsoft will no longer allow impersonation accounts to be created. In February 2025, ...
How to remove a user from one CollabSpaces Step 1: Click on the drop-down arrow in the collaboration space and then Modify Access Step 2: Click on the CollabSpaces ...
HOW TO FIGURE OUT WHAT VERSION OF THE APP YOUR FIRM IS CURRENTLY RUNNING Step 1: Go to this page in Office 365 https://admin.microsoft.com/Adminportal/Home#/homepage Step 2: Click on Settings –> ...
When you attach a copy of a file from NetDocuments to Outlook, NetDocuments allows you to customize the way the name of the file is displayed. Most firms want the ...
If You Want Personalized Help for Your Firm...
The first best step is to set up a call.
Click below to schedule a free, no obligation, no pressure conversation to help us learn more about your firm and see if there’s a way we can help you.
Optiable is the leading provider of NetDocuments migration, training, and setup services. Since 2002, we've helped attorneys and law firms use technology to improve their businesses.
Optiable.com Copyright All Rights Reserved © 2024 | Website developed by BiggerImpact.tech | Disclaimer