Note that the Manual Install Guide below follows this video. We are going to download and install the following programs: NetDocuments Active X Controller [...]

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 [...]

3.2 Adding a New Matter Adding a Matter is very similar to adding a Client, with the exception of selecting the Client Key before completing the Matter Key [...]

3.1 Adding a New Client Step 1: In Admin, go to Define Profile Attributes Step 2: Highlight Client and Double Click on it. Step 3: Click Add Client Step 4: [...]

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 [...]

  Issue 1:  The Doc ID can’t be updated due to lack of space in the footer.   In Word your Footer from Bottom must be 0.2 or greater.   If [...]

Our company does anywhere from 30-40 NetDocuments installs a year.  When we first started out in 2010 we were installing: NetDocuments Application [...]

6.3 Rolling Back a Documents Scenario:  Someone is working on a document and they delete all the text and hit save.  You need to get that previous document [...]

I have written extensively about this in the past, but I just wanted add a couple more things: 1.  Use Google Chrome and not Safari.  Safari throws up [...]

In NetDocuments, it is very easy to take documents from your client and save them into the document management system.  While this works, you can [...]

In the previous post we discussed how you can use the NetDocuments Email Addresses to have clients email documents directly into NetDocuments.  While [...]