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NetDocs Tips
What’s the Difference between Copy / Move / File in NetDocuments?
Scenario 1 COPYI have a form that I need to use over again. I will copy that form into a different matter, while leaving the original untouched. Step 1: Check…
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How to Link Legal Software Clio and NetDocuments
Clio is the leading legal software for practice management, and NetDocuments is the leading legal software for document management. As luck would have it, they have an integration. It is…
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Old Outlook Emails reappear in your Inbox after opening them up from NetDocuments
This is not a NetDocuments issue, but it does affect NetDocuments users. When you open up an old email in NetDocuments, you can reopen it in Outlook. This is…
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Learn how to send multiple files from different folders in NetDocuments all at once through email.
Do you need to quickly email a variety of files from different folders in NetDocuments all at once? Sending multiple documents one by one can be time consuming and inefficient.…
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Using NetDocuments’ Advanced Search feature to massively reprofile multiple documents at once with just a few clicks.
Are you tired of reprofiling documents one by one in order to reorganize them into different filters? Or, perhaps you have created a new doc type and need to mass…
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Discover the Easy Steps to Customize Your Home Screen in NetDocuments
Are you looking for ways to make your day-to-day workflows more efficient in NetDocuments? Customizing your home page is a great way to do that! When done properly, customizing the…
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Introducing a Revolutionary Update: Map Outlook Folders to NetDocuments Now with Ease!
Attention Outlook users! We have some exciting news for you. For years, you have been able to conveniently map a folder in Outlook to a specific location in NetDocuments. Brace…
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The new Microsoft Dirty trick you need to be aware of if you use NetDocuments
Microsoft Edge; although it might boast some impressive features that some believe make it superior to Google Chrome, I keep my stance firm: never trust Microsoft Edge because of how…
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Using Kofax’s Create PDF and send to DMS to add PDFS to directly to NetDocuments
Using Kofax Power PDF Advanced and NetDocuments, you can easily print webpages into NetDocuments without any extra steps. Requirements:You need to have Kofax’s Power PDF Advanced installed on your computer.You…
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The hidden NetDocuments Feature that enhances NetDocuments on a mobile device. (ndkeyboard)
Improve Your Mobility with Effortless Document Sharing: NetDocument’s innovative ndKeyboard feature allows for seamless document sharing on mobile devices. Say goodbye to switching applications to insert a link or attachment.…
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Setting up Microsoft Teams to work with a Workspace in NetDocuments
Before you can do this, your firm needs to purchase chatlink from NetDocuments and properly set it up in your NetDocuments Repository. This integration will allow you to see a…
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Understanding the NetDocuments OCR Errors
Search OCR'd Documents If you want to find out what has been OCR’d by NetDocuments, type this into the search bar: =265({*}) This will bring back all documents that have…
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Understanding NetDocuments OCR Setup
NetDocuments OCR Administration: https://support.netdocuments.com/s/article/360012018851How to Setup NetDocuments OCR: https://support.netdocuments.com/s/article/360012018851#h_6862543191581540414625178Step 1: Cabinet SetupChoose what cabinets you want OCR’d. Step 2: Choose what type of files you want scanned and converted to…
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Adding a NetDocuments Shortcut to your desktop
Most NetDocuments users want to see a NetDocuments Icon on their desktop. In Google Chrome and Microsoft Edge, there are easy steps you can take to create a NetDocuments shortcut…
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The Definitive Guide to add a new user to NetDocuments
PART 1: FOR YOUR IT Step 1: Create the New User in Office 365 Step 2: Add the new user to the NetDocuments Azure Enterprise App: https://optiable.com/adding-new-users-to-netdocuments-when-using-single-sign-on-through-azure/ PART 2: FOR…
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Search Hacks in NetDocuments Updated (2023)
Do you spend a lot of time trying to find documents and other legal resources in NetDocuments? Have you ever felt like there must be some better way that's faster…
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Enable Subfolder Search in NetDocuments
In NetDocuments, when doing an advanced search, you may get this message:Previously in NetDocuments you could have issues if you were searching in a subfolder that had more than 20…
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Enhance your search experience with personalized advanced search page customization in NetDocuments.
Advanced search is the most powerful feature in NetDocuments. If you master advanced search, you should be able to find what you are looking for in three seconds or less.…
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How to Customize your list view in NetDocuments
NetDocuments allows you to tailor the view of your account so that it fits the way you work. Take advantage of adjusting column visibility and sorting including adding document type…
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ndMail Stuck in the filing process
If everyone is having this issueStep 1: In the Admin Console, go to ndMail ConfigurationStep 2: Click on the ConnectionStep 3: Click Test ConnectionDid you get this message?If the connection…
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What you need to know about the new NetDocuments ndMail Browse Feature
In my NetDocuments, I require an author field to be filled out when someone saves ANYTHING.When someone clicks and saves an email to NetDocuments via ndMail, it bypasses the regular…
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Using NetDocuments to edit Word files with multiple people at the same time
Working with multiple people on a Microsoft Word document offers a lot of advantages. Everyone involved can work together and make important changes, edits and additions in almost real time.…
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Offline Mode in ndOffice
Have you ever experienced a bombardment of NetDocuments Login messages while soaring through the skies on an airplane? As you try to login to the Airplane WIFI, this message keeps…
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NetDocuments Deliver a Secured Link is now Built into Outlook
ndOffice version 3.2 allows you to use Deliver a Secured link in Outlook. Previously, this could only be used in the web interface. Secured Link replaces the need to use…
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Adding NetDocuments to Teams (ChatLink)
See: https://support.netdocuments.com/s/article/360042374252 Before this can be setup, you need to create the ndThread Service Account in NetDocuments. Once that is done, follow these steps: Add the Workspace view in Teams…
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How to Integrate NetDocuments with CompareDocs
Step 1: Go to this location on your computer: C:\Program Files (x86)\DocsCorp\pdfDocs compareDocsStep 2: Right Click on this file: masterConfigSettings.xml and choose open with NotePadStep 3: Search for DMSOverrideStep 4:…
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Protecting mode is preventing ndOffice from loading.
Step 1: Open up AdobeStep 2: Go to Edit –> PreferencesStep 3: Go to Security (Enhanced)Step 4: Make sure Enable Protected Mode at ststartup(Preview) is unchecked. Make sure Protected View…
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Adding the ND Column back into Outlook
The ndColumn in Outlook tells you what emails have been saved into NetDocuments and which ones have not. If its missing , you can add it back in.Step 1: Right…
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Having trouble emailing documents out of NetDocuments
Step 1: In NetDocuments, Click on the arrow next to your name and click SettingsStep 2: Under Application Settings Make sure Turn on desktop Email Integration has a check by…
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Avoid using the Cabinet Inbox and the My Cabinet in NetDocuments.
Cabinet InboxMy CabinetNetDocuments has been around since 1997, so it has some built-in Legacy features that are no longer useful. There is no real reason to use the Cabinet Inbox…
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NetDocuments Folder Import Tool: Error Message: No Internal Users group was found for the selected repository
When using the folder import tool, you get this error message:It’s a pretty simple fix. Under the Advanced Tab and choose the following option.
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Adding or Removing users in NetDocuments CollabSpaces
Open the Workspace Options Click Modify AccessClick on the Collab Space Group you have createdYou can now add users and remove them
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How to update the SAML Certificate in Office 365 for Single Sign-On with NetDocuments
From Microsoft: https://docs.microsoft.com/en-us/azure/active-directory/manage-apps/tutorial-manage-certificates-for-federated-single-sign-onThese certificates tend to last for 3 years. Here is how you renew the certificate. Step 1: In Azure go to Single sign-on in the NetDocuments Enterprise ApplicationStep…
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Changing your name in NetDocuments
Step 1: Click on SettingsStep 2: Click Personal InformationIf you are not using Single Sign On, you can change your name here.If your name is grayed out, like belowYou can…
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Troubleshooting ndLink issues. (users are saying new clients and matters don’t show up in NetDocuments)
ndLink is a Windows Services that connects NetDocuments to an accounting system. When a new client or matter is created in an accounting system (Orion, Tabs3, Juris, SurePoint,PCLaw, etc.) in…
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Using NetDocuments and WordPerfect
In Microsoft Word, the ndSave button allows you save a brand new Word document to NetDocuments. It also allow you to create a new version, and copy a document to…
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How to find the location of a document in NetDocuments
Step 1: Make sure you are in list view (Ctrl + Alt + L) in NetDocumentsStep 2: Make sure the Document Details Pane is Open (Ctrl + Alt + D)Step…
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An error occurred during communication with MS Outlook. Sorry for the inconvenience. Please try again later.
There are two ways primary ways of saving documents into NetDocuments, ndOffice and ndMail.This error message is referring to using ndOffice, not ndMail. I can reliable create this error message…
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Updating to the version of ndOffice 3.1
NetDocuments 3.1 has been released, which is the patch to 3.0. The nice thing about this new version is that you no longer need ndClick, NetDocuments has added that to…
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This document cannot be opened as it may have been removed or you do not have access rights. Please logout and then re-login to update the list or make sure you’re not logged in with different user accounts.
When attempting to view a document in NetDocuments, you get this message:“This document cannot be opened as it may have been removed or you do not have access rights. Please…
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How Autosave in Word works with NetDocuments.
AutoSave files stored in the Cloud by default in Wordhttps://support.microsoft.com/en-us/office/what-is-autosave-6d6bd723-ebfd-4e40-b5f6-ae6e8088f7a5#:~:text=AutoSave%20is%20enabled%20by%20default,Copy%20before%20making%20your%20changes.This refers to items in OneDrive and SharePoint and not NetDocuments. The important setting is right below. “Save AutoRecover Information every…
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Adding New Users to NetDocuments when using Single Sign on through Azure
A user (usually new) will get the following message when attempting to login to NetDocuments: Sorry, but we're having trouble signing you in. Please send the instructions to your…
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Exporting Documents out of Worldox to a Windows Folder Structure
When firms leave Worldox, sometimes they decide not to migrate everything to NetDocuments. The last firm I worked with had been using Worldox for 20 years and decided they only…
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NetDocuments’s Native DocuSign Integration
NetDocuments has a built in Integration with DocuSign. Its very easy to use and keeps everything in NetDocuments.Step 1: Check the Box Next to your Document and Click More –>…
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Trying to get a Duplicate Email into NetDocuments–What you need to know about deduping emails
In Outlook, NetDocuments adds to programs, ndMail and ndSave(ndOffice).ndSave, adds emails to NetDocuments as msg files.ndMail adds emails to NetDocuments as eml files. Here is an explanation on how Deduplication…
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How to Hyperlink Documents in NetDocuments
Each file in NetDocuments has a unique URL. This is a great feature when you want to put links in Word, Excel, Sharepoint, or other areas. Internal Links - Links…
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How to Delete a Cabinet in NetDocuments
NetDocuments makes it hard to Delete a Cabinet, and they should. I can’t tell you how many times someone “accidently” tries to delete a cabinet by accident. In this example,…
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Making a Document Hidden in NetDocuments
If you're a frequent user of NetDocuments, chances are you've run into situations where you need to hide certain documents from other users. For security purposes or to want an…
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Learn how to easily make a document read-only in NetDocuments
If you need to ensure that a document in NetDocuments is not edited or changed by anyone other than yourself, the best thing you can do is make it read-only.…
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Upload Documents from my Computer to NetDocuments
This article is especially relevant if your firm moved from Windows\Worldox and you needed to work over the weekend that we migrated. I usually ask people if they need to…
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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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Enhancing the Document Stamp Feature in NetDocuments
Legal Document Management Software like Worldox and NetDocuments can put a document ID in the footer of a document. We go over this in great detail here: https://optiable.com/how-document-stamping-works-with-netdocuments-and-microsoft-word/. The NetDocuments…
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Its all about the Integrations, Why NetDocuments is the Clear Winner
Over the years, it has been my experience that there are no single solutions for lawyers. The Modern Law Firm will be built by finding software and connecting it to…
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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 –> Admin Step 2: Admin –> Profile Attributes Step 3: Click on the Profile Attribute labeled Doc Type Step 4: Click on Add Doc Type…
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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
Have you ever had a document or folder you accidentally deleted and wished there was a way to get it back? In NetDocuments, no need to worry – when you…
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How to restore a deleted version to NetDocuments
If you've ever accidentally deleted a version of your document, you're not alone. Mistakes in the office happen, but luckily NetDocuments has an easy way to help recover your work…
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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 Outgoing Emails
When sending an email, you can use ndMail to have it save that email into NetDocuments. You need to check the box next Workspace\Filter where you want the email…
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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. This is no longer true, with ndOffice 3.1, NetDocuments works with Adobe 64bit. A couple of weeks ago, Adobe change the default download…
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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. When…
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Export Matter List out of Clio
Step 1: In Clio, Click MattersStep 2: Click ExportStep 3: Choose CSV and Available columns and then ExportStep 4: Save the file to your desktopStep 5: Go to this website:https://optiable.sharefile.com/share/upload/rb6a040af6ea45ce9Step…
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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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