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…
Read More
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…
Read More
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…
Read More
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.…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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.…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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.…
Read More
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…
Read More
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…
Read More
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…
Read More
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.…
Read More
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…
Read More
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…
Read More
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…
Read More
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:…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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.
Read More
Open the Workspace Options Click Modify AccessClick on the Collab Space Group you have createdYou can now add users and remove them
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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 –>…
Read More
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…
Read More
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…
Read More
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,…
Read More
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…
Read More
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.…
Read More
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…
Read More
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
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
Just check the box next to the user and click Delete. If you accidentally delete a user, you can easily add them back.
Read More
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…
Read More
Step 1: Click Hi, FIRST NAME –> Admin Step 2: Click Information and Settings Step 3: Increase the Internal Members (this will result in an…
Read More
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…
Read More
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…
Read More
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…
Read More
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 …
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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,…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
How to Create a Folder on a WorkspaceHow to Create a Sub Folder in NetDocuments
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More