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NetDocs Tips
Sign up for NetDocuments Tech Support and create a Ticket
Step 1: Go to the NetDocuments Tech Support Sitehttps://netdocuments.force.com/NetDocumentsSupport/s/Step 2: Click Not a memberStep 3: Fill out your InformationStep 4: Click Submit a RequestStep 5: CC me on the Ticker
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What to do when ndMail Stops Working
ndMail is NetDocuments Integration with Office 365. It can stop working when the office 365 account password changes. Here is how you can check Step 1: Co to Hi, First…
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Blocking the NetDocuments Stamp on a single document
Legal Document Management Software like Worldox and NetDocuments have the ability to stamp Word Documents. We go over this in great detail here: https://optiable.com/how-document-stamping-works-with-netdocuments-and-microsoft-word/ You might have documents you need…
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How to make someone a Repository Administrator in NetDocuments
This can be done when adding a new user in NetDocuments: https://optiable.com/add-a-new-user-in-netdocuments/If you have already created the user, follow these steps:Step 1: Hi First Name –> AdminStep 2: Click on…
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A Doc Type Filter is missing in NetDocuments (refresh a workspace)
This does several things: Adds back any missing Doc Type Filters Puts the Filters in Alphabetical Order From NetDocuments: https://netdocuments.force.com/NetDocumentsSupport/s/article/115001678226 Refresh Workspace Available via the UI or the…
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Add a New User in NetDocuments
Step 1: Hi First Name –> Admin Step 2: Click on Users & Groups Step 3: Click ADD USER Step 4: Type in the person’s email address Step 5: Fill out…
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Removing a User in NetDocuments
Just check the box next to the user and click Delete. If you accidentally delete a user, you can easily add them back.
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Adding a New Document Type to NetDocuments
Step 1: Hi First Name –> AdminStep 2: Admin –> Profile AttributesStep 3: Open up Doc Type, by click on Open lookupStep 4: Click on Add Doc TypeStep 5: Enter…
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How to Increase the Number of NetDocuments Users
Step 1: Click Hi, FIRST NAME –> Admin Step 2: Click Information and Settings Step 3: Increase the Internal Members (this will result in an…
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Workshare Error Message: ndoffice doesn’t allow upload of zero-sized documents
When you are using Workshare/Literia Compare, you get the error message that ndOffice doesn’t allow zero-size documents. When you look at the document, it contains no data, so I am…
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Finding a Deleted Item in NetDocuments
When a document is deleted in NetDocuments, it really doesn't delete. NetDocuments allows you to find those deleted items and restore them. Step 1: In NetDocuments open up Advanced SearchStep…
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How to restore a deleted version to NetDocuments
This document has three versions. Someone deleted version 3 and we want to restore it. Step 1: In Advanced Search, look for deleted items and find the version that was…
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Please install MS Office 2010 SP2 or newer and run this installer again, when attempting to install ndOffice
Step 1: Uninstall ndOffice, if its installed. Step 2: Download Microsoft's Visual Studio Tools https://www.microsoft.com/en-us/download/details.aspx?id=48217 Step 3: Run the Program that Downloads and Install It …
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Generating an email from NetDocuments Does not Contain my Outlook Signature
In NetDocuments, you can grab a document and use an email copy or email link to send it to Outlook. Your email signature is not added to the email when…
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Using NetDocuments for the First Time – Mac Login
Your firm should have provided you with a direct link to log in to NetDocuments. If they have not, please follow these steps 1-4. If you have the link, skip…
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How to get NetDocuments to Prompt you to save Sent emails
When sending an email, you can use ndMail to have it save that email into NetDocumentsYou simply need to check the box next Workspace\Filter where you want the email to…
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NetDocuments Repository Administrator vs Cabinet Administrator
A Repository may have one or more Cabinets. Each Cabinet is independent of the other. Each Cabinet can have their own Administrators. A Cabinet Administrator can do the following: Permanently…
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Why am I missing a Doc Type Filter in NetDocuments
NetDocuments Workspaces can only automatically generate 21 Doc Type Filters at creation. A firm is coming from Worldox to NetDocuments. On the Smith Matter, there are 25 different doctypes. All…
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Why Cant I attach Outlook emails to NetDocuments
When sending an email in Outlook, there is an ndAttach button that allows you to select attachments from NetDocuments. There are several reasons why you might not see the ndAttach…
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How to Install the NetDocuments Extension in Microsoft Edge
Step 1: Open Microsoft Edge and go to this link: NetDocuments - Chrome Web Store (google.com)Step 2: Click Allow extensions from other storesStep 3:Click AllowStep 4: Click Add to ChromeStep…
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Use the NetDocuments Folder Import Tool with Single Sign On
For some reason, NetDocuments customers always come to me thinking they cannot use the NetDocuments Folder Import Tool when they have single sign on enabled. This is definitely not the…
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Deal with the Worldox File List attachments when migrating from Worldox to NetDocuments
In Worldox, when you sent an email attachment to someone at your firm, you had the option of choosing In a Worldox file list (internal use only)This sent a link…
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The quick method to save Pacer\CM\ECF pdfs into NetDocuments
When someone clicks on a pdf document from a website, they want to be able to save it directly into their Document Management System like NetDocuments without having to download…
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Using NetDocuments in FireFox
Firefox currently requires that you add an exception to communicate with ndClick.*To allow this:Enter the following in the browser's address bar:https://localhost:60500(or whichever port between 60500-60550 ndClick is running). A screen…
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Using NetDocuments in Microsoft Edge
Using Microsoft Edge with ndClick requires "loopback" to be enabled. To do this, type in the address bar:About:flagsEnsure the item “Allow localhost loopback” is checked.If you are on Windows 10,…
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Using NetDocuments for the First Time – Windows Login
Your firm should have provided you with a direct link to log in to NetDocuments. If they have not, please follow these steps 1-4. If you have the link, skip…
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Ultimate Guide to Troubleshooting Adobe Issues with NetDocuments
We thought it would be a good idea to put together all our articles about the Adobe Integration with NetDocuments. When you hit Save As or Open in Adobe NetDocuments…
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Install the 32 bit version of Adobe Pro
NetDocuments does not integrate with Adobe 64bit. A couple of weeks ago, Adobe change the default download to the 64bit version. So if you now install Adobe, it's 64bit. Here…
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Integration NetDocuments with a previously installed copy of Workshare Compare
I have addressed this topic before here: https://optiable.com/the-secret-to-integrating-netdocuments-and-workshare/If you have Literia Compare, follow these steps: https://optiable.com/integrating-netdocuments-with-litera-compare-the-old-workshare/This article is for users that already have Workshare Installed and want to integrate it…
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Creating a Folder or Sub Folder in NetDocuments
How to Create a Folder on a WorkspaceHow to Create a Sub Folder in NetDocuments
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NetDocuments ScanSnap Integration has been rewritten
While this exists, I find it difficult to get any support if there is an issue with this connector. I don't recommend it. I would just go back to this…
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How to fix the annoying SQL Logic Error Message in Outlook when ndMail is installed
When you open up Outlook, you get a message like this: Step 1: Close Outlook Step 2: Close ndmail Step 3: Browse to C:\users\%username%\appdata\local\NetDocuments\ Step 4: Rename the folder ND…
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Install the 32 bit version of Adobe Reader
NetDocuments works with the 32 bit version of Adobe, not the 64 bit. Adobe recently changed its web page so by default it downloads the 64 bit version. There is…
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Integrating NetDocuments with Litera Compare (the old workshare)
Once you download Litera Compare, run Setup.exe. Once that finishes, run lcpcfg7m.exe (Litera Administration Panel)Once installed you will get the LAP General Settings as shown in screenshot belowChoose NetDocuments and…
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How to set a default Cabinet in NetDocuments
When using the Go To Workspace in NetDocuments, you can default to which cabinet always appears. If you are mainly working in a specific client, you can default to that…
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Adding a New Doc Type to NetDocuments
Step 1: In NetDocuments Admin go to Profile AttributesStep 2: Click on Doc TypeStep 3: Click Add Doc TypeStep 4: Type in the Doc Type Key and Click AddFurther Reading:How…
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Connecting Kofax Power PDF Advanced (Nuance) with NetDocuments
Kofax purchased Nuance. The steps below are for a single workstation. If you are using Volume Licensing with Kofax, there is a workstation deployment tool that will allow you to…
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The secret to integrating NetDocuments and Workshare
Most law firms need to be able to run high-end document comparison tools that go beyond the scope of the native features built into Word. Below we will go over…
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Document Check In Issues when starting with NetDocuments
If you are having NetDocuments Tech Issues, please call this number: 801-226-6882 Option 2 When you open a document in NetDocuments, it should automatically open, it should never download. …
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Exporting Documents out of NetDocuments when starting a new firm.
After doing this a couple of hundred times, we have found that this is the best way to use the NetDocuments Mass Export Tool to export 1 matter at a…
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Using NetDocuments with FireFox
Firefox currently requires that you add an exception to communicate with ndClick.This takes about 10 seconds.Step 1: Go to https://localhost:60500 in FireFoxhttps://localhost:60500Step 2: Click AdvancedStep 3: Accept the Risk and…
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The Secret to using NetDocuments on a Mac
NetDocuments is one of the best cloud-based document management systems for Law Firms. However, many people have trouble using it on a Mac because they were trained how to use…
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How to export documents out of NetDocuments using the Mass Export Utility
NetDocuments has built a tool to export documents out of the Document Management System (DMS) There seem to be three reasons to use this: Client Requests their files back and…
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How to link files or folders out of NetDocuments, to NetDocuments
In a previous post, I discussed the benefits using Vimeo instead of NetDocuments to store videos. There is a lot of other stuff that you might not want to store…
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Search Hacks in NetDocuments
Search for a Blank Attribute This will allow you to search an empty attribute. I wanted to find all Documents that are missing a Doc Type. I will paste NOT…
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Fixing issues with the NetDocuments Clio Integration
Years ago Clio built an integration with NetDocuments. The main purpose is to push clients and matters created in Clio to NetDocuments. Recently I turned it on at a firm…
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Saving a Word Document as a PDF in Word using NetDocuments
Before we go into this topic, we need to bring up two points. 1. You can Convert any Word Document to a PDF when emailing the documents 2. You can…
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Workspaces Don’t show on the Home Page in NetDocuments
In NetDocuments go to your home page (the first page you see when you login)Step 1: Click on Small Arrow next to the word home and Click on Customize LayoutStep…
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Using NetDocuments for the First Time – NetDocs Login
Step 1: In Outlook, Open up the email from NetDocuments. Step 2: Click Activate If you did not get an email from NetDocuments, check your junk email folder. If…
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Changing Clients or Matters in NetDocuments
This Matter got entered in correctly in NetDocuments. The Matter Key should be 5-1207 and not 1207.In NetDocuments you can NEVER change a Matter Key once its been entered. To…
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The Super Secret NetDocuments Panel in Outlook
If you have purchased ndMail, there is a way to add a NetDocuments Window to Outlook. Once you have this enabled, you can do the following:View a Workspace in OutlookView…
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How Lookup Table Searching works in NetDocuments
In NetDocuments, you have a client with a key of 999 and a Description of the Bluth Company. The following is always true: If you type in 999, the Bluth…
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The Four ways to scan documents directly into NetDocuments
You might have read about the Desktop Scanner Connection using (Twain) or the Fujitsu Scan Snap Integration. Those both require Internet Explorer, so I pretend like they don't exist. Here…
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NetDocuments and Fujitsu ScanSnap, Third Times the Charm
This article has been updated: https://optiable.com/netdocuments-scansnap-integration/ Desktop ScanSnap Scanners have been the darling of the legal community for years. When I first started working with NetDocuments over ten years ago,…
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How to check your OCR Status in NetDocuments
To check the NetDocuments OCR Status, you need to login to NetDocuments with your OCR Account. 99% of NetDocuments Users have OCR and ndmail so we use the ndmail email…
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Saving Emails to NetDocuments on your Smartphone
To use this feature you must have purchased ndMail from NetDocuments and be using the Outlook App on your iPhone or Android. Step 1: Click on the 3 dots in…
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Saving PDFS from a website into NetDocuments
I have found that Option 1 doesn't really help with Pacer\ECF\Court Filings. You need to use Option 2, which is described in more detail here: https://optiable.com/the-quick-method-to-save-pacercmecf-pdfs-into-netdocuments/ When someone clicks…
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Why are there two ndMails Icons in Outlook
This only happens in Outlook for Windows. There are two installs for ndmail: 1. The Traditional Windows Program 2. The Office 365 Plugin The Office 365 Plugin allows you to…
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ndOffice vs ndMail
In NetDocuments you have two ways of saving email to NetDocumentsndOfficendMailndOffice comes with every NetDocuments account. ndMail is an add on feature that uses machine learning to help you predict…
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Changing ndOffice to use a Different Data Center
Step 1: Click on the nd Office Icon in your System TrayStep 2: Click on the GearStep 3: Click on SettingsStep 4: Click on Network and then the Drop DownStep…
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Using Outlook for Mac with NetDocuments
In NetDocuments, I want to be able to select a couple of documents, click on Email CopyAnd have Outlook open with the attachments included:There are a couple of quick steps…
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How to Log in when using Single Sign on in NetDocuments
NetDocuments has the ability to link your NetDocuments Account with Office 365. When you go to login to NetDocuments, you will enter your email address and your 365 account password. …
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Creating a Default Author in NetDocuments
This is almost always used by NetDocuments users coming from Worldox.Step 1: In NetDocuments Go Add –> UploadStep 2: Choose a Document to Upload and Choose the Client Cabinet and…
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Getting NetDocuments to Delete Emails once they are filed.
Some people want emails in Outlook to delete once they are saved into NetDocuments. There are two ways to save emails in NetDocuments, ndOffice and ndMail.ndOfficeThere is a registry key…
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Disable Local Saving in NetDocuments
NetDocuments intercepts the Save Function in Microsoft Office / PDF Programs allowing people to save stuff into NetDocuments. If they click on the Computer IconUsers will be given the option…
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NetDocuments Download Threshold Exceeded
https://www.theguardian.com/news/2016/apr/03/what-you-need-to-know-about-the-panama-papers In 2016 someone hacked the Law Firm Mossack Fonseca and copied 11.4 million files, exposing details about the firm's clients to the world. NetDocuments has a setting that alerts…
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Uploading Documents to websites from NetDocuments
When a website has the option to select files to upload: You want to be able to open NetDocuments and choose a document: This function is available in Google Chrome,…
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Using ndMail in Outlook for Mac
If you don't see the ndMail options you can easily add it to Outlook for Mac Step 1: Click on Get Add-ins Step 2: Click on Admin-managed and Add ndMail
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How to get NetDocuments to Automatically Pop when saving in Adobe
When I click on the Save or Save As in Adobe, I want NetDocuments to pop open automatically. Instead, the screen below appears. I don’t want to save into the…
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Adding New Users to NetDocuments when using Single Sign on through Azure
Ideally, you would check the Link User with identify the provider, and you would be done. That doesn't seem to work. When you create a new user in Office 365,…
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The Secret to Using NetDocuments on a Mac Part 3: Creating a New Document
In NetDocuments, Click on the Orange Add Button and then Blank Document Now we fill out the necessary information about the document. Document Name - The name of the document…
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Removing the Windows 260 Character Limit with NetDocument’s ndSync
ndSync is a program that allows you to sync part of your NetDocuments onto your computer. This is great if you are going to working somewhere that has spotty internet.…
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Moving around files in NetDocuments
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.…
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Setting up NetDocuments on your SmartPhone
Once you complete these steps, you should check out this article about configuring Microsoft Office to work with NetDocuments on your smartphone. iPhone https://apps.apple.com/us/app/netdocuments/id486917633 There are multiple NetDocuments apps. You…
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Default Browser with NetDocuments
NetDocuments will work with any browser, but I feel it works better in Google Chrome. This is because chrome seems to be faster the other browsers. Regardless, the browser that…
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How to block a user from a Workspace in NetDocuments
I want to make sure that Wayne Jarvis cannot see the Bluth Company - Purchase of 4432 Tetrick Road - 999.999-0002 in NetDocuments There are two things you need to…
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How to export documents out of NetDocuments – Method 1 – ndSync
Like everything in NetDocuments, there are five or six ways of getting something accomplished. This is part one of a series on how to export data out of NetDocuments. In…
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Upload Documents to Websites Directly from NetDocuments in Google Chrome
When you upload Documents to websites, you want NetDocuments to pop open. For Google Chrome, NetDocuments has created a Chrome Extension so that this can happen. This is for Google…
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NetDocuments Workstation Settings to Check (DAAS)
Step 1: Login into NetDocuments https://vault.netvoyage.com/neWeb2/ If you don’t know your password, CLICK HERE Step 2: Click on the arrow next to your name and click Settings Step 3: Click…
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The Ultimate Guide to PDFS and NetDocuments
PowerPoint In the above Webinar, we go over four different PDF Programs that integrate with NetDocuments and discuss which work the best. Spoiler Alert, PDF Docs wins. Regardless of which…
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Adding a NetDocuments Shortcut to your Windows 10 Task Bar
Unlock the Task Bar Right Click on the Task Bar and make sure its not locked In Google Chrome Step 1: Click on the … in the top right…
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Installing ndclick on a Mac
Step 1: Download ndclick https://apps.netdocuments.com/apps/ndClick/ndClick.pkg Step 2: Run ndclick.pkg – Click Continue Step 3: Click Continue Step 4: Click Agree Step 5: Click Continue Step 6: Click Install Step 7:…
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Force pdfs documents to open in the native app and not the web browser
FireFox Options –> General –> Applications about:preferences Chrome Settings -> Advanced -> Content Settings -> PDF documents chrome://settings/content/pdfDocuments Internet Explorer Settings –> Internet Options Click the Programs Tab –> Manage Add-ons. Change Show…
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Installing ndClick for Windows
Step 1: Remove ndoneclick In Chrome, FireFox, or Edge, uncheck enable ndOneClick. Settings –> Application Settings Step 2: Download ndClick from NetDocuments Step 3: Click Install Step 4: Click Install…
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Troubleshooting ndclick on a windows computer
On Windows 10 Machines, you need to make sure Everyone has Full Control of the RSA Folder. Part 1: Windows RSA Folder Settings Step 1: Go To C:\ProgramData\Microsoft\Crypto Step 2:…
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How to setup NetDocuments on a Mac
We are going to download and install the following programs: NetDocuments ndClick: https://qa-apps.netdocuments.com/apps/ndClick/ndClick.pkg NetDocuments ndSync: https://apps.netdocuments.com/apps/ndSync/ndSyncMac-2.2.0.zip Here is the step by step guide NetDocuments – Manual Install Guide – Mac…
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How to Install the NetDocuments Adobe Integration after NetDocuments ndoffice has been installed
If you install Adobe after NetDocuments ndOffice has been installed, you will need to manually add the hook into Adobe for the integration to work. Step 1: Turn…
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How to setup NetDocuments on a Windows Computer
Note that the Manual Install Guide below follows this video. We are going to download and install the following programs: NetDocuments Active X Controller - https://vault.netvoyage.com/neWeb2/apps/newebcl.msi ndoffice - https://apps.netdocuments.com/apps/ndOffice/ndOfficeSetup.exe ndclick…
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The secret to using NetDocuments in any browser, ndclick
Step 1: On click ndoneclick from any place you were using it If you were previously using NetDocuments in Chrome, Firefox, Edge, or Safari, you need to uncheck ndoneclick.…
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Adding a New Matter to NetDocuments
See this article: https://optiable.com/3-1-adding-a-new-client/
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Adding a New Client and/or Matter to NetDocuments
Adding a New Client Step 1: Hi First Name –> Admin Step 2: Admin –> Profile Attributes Step 3: Next to Client, Click on Open lookup Step 4: Click Add…
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How to install NetDocuments on a Mac (old)
10.1: Links to Software to Install on a Mac Download: NetDocuments - Mac Install Guide If you have a Windows Computer, Click Here. Apple Computer (Mac) Install ndoneClick for Mac - Chrome/FireFox/Safari…
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Links to Software to Install on a Windows Computer
10.1: Links to Software to Install on a Windows Computer Download either the NetDocuments - Manual Install Guide - Windows: Walk around to each computer installing NetDocuments. NetDocuments - Scripted Install…
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The 3 Most Common Error Messages NetDocuments users get when stamping documents in Word
Issue 1: Document Stamping removes the header from my document. The Header and Footer in Word are linked together. If your firm has Letter and is set to Different First…
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It’s time to stop using the EMS Profiler with NetDocuments
Our company does anywhere from 30-40 NetDocuments installs a year. When we first started out in 2010 we were installing: NetDocuments Application Integrations / ndoffice NetDocuments Adobe Integration EMS Profiler…
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Rolling Back a Document in NetDocuments
6.3 Rolling Back a Documents Scenario: Someone is working on a document and then delete all the text and hit save. You need to get that previous document back, but…
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