NetDocs Tips

May 23, 2022 in NetDocuments 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
Read More
May 20, 2022 in NetDocuments Tips

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…
Read More
May 18, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
May 10, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
May 9, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
May 9, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
May 9, 2022 in NetDocs Tips, NetDocuments Tips

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.
Read More
May 9, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
May 8, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
May 3, 2022 in NetDocuments Tips

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…
Read More
May 3, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
April 30, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
April 20, 2022 in NetDocs Tips, NetDocuments Tips

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  …
Read More
April 13, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
April 10, 2022 in NetDocuments Tips

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…
Read More
April 6, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
March 29, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
March 28, 2022 in NetDocuments Tips

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…
Read More
March 25, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
March 20, 2022 in NetDocuments Tips

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…
Read More
March 16, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
March 11, 2022 in NetDocuments Tips

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…
Read More
March 7, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
March 7, 2022 in NetDocuments Tips

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…
Read More
March 7, 2022 in NetDocs Tips, NetDocuments Tips

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,…
Read More
March 7, 2022 in NetDocuments Tips

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…
Read More
March 7, 2022 in NetDocs Tips, NetDocuments Tips, PDFS in NetDocuments

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…
Read More
March 4, 2022 in NetDocs Tips, NetDocuments Tips, PDFS in NetDocuments

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…
Read More
February 27, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
February 21, 2022 in NetDocuments Tips

Creating a Folder or Sub Folder in NetDocuments

How to Create a Folder on a WorkspaceHow to Create a Sub Folder in NetDocuments
Read More
February 21, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
February 9, 2022 in NetDocs Tips, NetDocuments Tips

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…
Read More
January 8, 2022 in NetDocuments Tips, PDFS in NetDocuments

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…
Read More
December 14, 2021 in NetDocuments Tips

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…
Read More
December 7, 2021 in NetDocs Tips, NetDocuments Tips

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…
Read More
October 22, 2021 in NetDocs Tips, NetDocuments Tips

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…
Read More
October 19, 2021 in NetDocuments Tips, PDFS in NetDocuments

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…
Read More
October 19, 2021 in NetDocuments Tips

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…
Read More
October 3, 2021 in NetDocuments Tips

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. …
Read More
April 7, 2021 in NetDocs Tips, NetDocuments Tips

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…
Read More
April 3, 2021 in NetDocs Tips, NetDocuments Tips

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…
Read More
April 1, 2021 in NetDocuments on a Mac, NetDocuments Tips

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…
Read More
March 24, 2021 in NetDocuments Tips

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…
Read More
March 17, 2021 in NetDocuments Tips

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…
Read More
March 2, 2021 in NetDocs Tips, NetDocuments Tips

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…
Read More
February 23, 2021 in NetDocs Tips, NetDocuments Tips

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…
Read More
February 16, 2021 in NetDocuments Tips, PDFS in NetDocuments

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…
Read More
February 4, 2021 in NetDocuments Tips

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…
Read More
February 4, 2021 in NetDocuments Tips

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…
Read More
November 25, 2020 in NetDocuments Tips

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…
Read More
November 13, 2020 in NetDocuments Tips

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…
Read More
November 4, 2020 in NetDocuments Tips

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…
Read More
September 30, 2020 in NetDocuments Tips

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…
Read More
September 24, 2020 in NetDocuments Tips

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,…
Read More
September 24, 2020 in NetDocuments Admin Roll-out, NetDocuments Tips

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…
Read More
September 2, 2020 in NetDocuments Tips

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…
Read More
September 2, 2020 in NetDocuments Tips, PDFS in NetDocuments

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…
Read More
July 22, 2020 in NetDocuments Tips

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…
Read More
July 22, 2020 in NetDocuments Tips

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…
Read More
July 13, 2020 in NetDocuments Tips

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…
Read More
June 26, 2020 in NetDocuments on a Mac, NetDocuments Tips

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…
Read More
June 26, 2020 in NetDocuments Tips

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. …
Read More
June 22, 2020 in NetDocuments Tips

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…
Read More
May 22, 2020 in NetDocuments Tips

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…
Read More
May 11, 2020 in NetDocuments Tips

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…
Read More
May 8, 2020 in NetDocuments Tips

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…
Read More
December 19, 2019 in NetDocuments Tips

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,…
Read More
November 22, 2019 in NetDocuments Tips

Using ndMail for Outlook 365

Read More
November 22, 2019 in NetDocuments on a Mac, NetDocuments Tips

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
Read More
October 14, 2019 in NetDocuments Tips, PDFS in NetDocuments

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…
Read More
September 19, 2019 in NetDocuments Tips

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,…
Read More
August 31, 2019 in NetDocuments on a Mac, NetDocuments Tips

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…
Read More
August 29, 2019 in NetDocuments Tips

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.…
Read More
August 28, 2019 in NetDocuments Tips, NetDocuments User Roll-out

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.…
Read More
August 28, 2019 in NetDocuments Tips, NetDocuments User Roll-out

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…
Read More
August 28, 2019 in NetDocuments Tips

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…
Read More
August 12, 2019 in NetDocuments Tips

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…
Read More
July 23, 2019 in NetDocuments Tips

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…
Read More
July 22, 2019 in NetDocuments Tips

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…
Read More
May 20, 2019 in NetDocs Tips, NetDocuments Tips

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…
Read More
April 4, 2019 in NetDocuments Tips, PDFS in NetDocuments

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…
Read More
March 21, 2019 in NetDocuments Tips

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…
Read More
March 18, 2019 in NetDocuments on a Mac, NetDocuments Tips

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:…
Read More
March 12, 2019 in NetDocuments Tips, PDFS in NetDocuments

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…
Read More
March 11, 2019 in NetDocuments Tips

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…
Read More
February 5, 2019 in NetDocuments Tips

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:…
Read More
January 30, 2019 in NetDocuments on a Mac, NetDocuments Tips

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…
Read More
January 30, 2019 in NetDocuments Tips, PDFS in NetDocuments

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…
Read More
January 5, 2019 in NetDocuments Tips

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…
Read More
December 19, 2018 in NetDocuments Tips

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.…
Read More
December 6, 2018 in NetDocuments Tips

Adding a New Matter to NetDocuments

See this article:  https://optiable.com/3-1-adding-a-new-client/  
Read More
December 6, 2018 in NetDocuments Tips

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…
Read More
December 6, 2018 in NetDocuments Tips

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…
Read More
December 6, 2018 in NetDocuments Tips

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…
Read More
November 8, 2018 in NetDocuments Tips

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…
Read More
November 8, 2018 in NetDocuments Tips

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…
Read More
November 8, 2018 in NetDocuments Tips

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…
Read More
November 8, 2018 in NetDocuments on a Mac, NetDocuments Tips

Configure Mission Control for NetDocuments use on a Mac

This will stop the computer from jumping around when documents are checked back in. Click the Apple menu from the top left of your screen > Select System Preferences >…
Read More
November 8, 2018 in NetDocuments Tips

Have Clients add Documents into Your NetDocuments Account Part 1: The Unsecured Easy Way

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 sometimes save a step, and…
Read More

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.

Click to schedule your free consultation