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NetDocs Tips
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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How do I customize the advanced search in NetDocuments?
Advanced search is the most powerfully feature in NetDocuments. If you master advanced search , you should be able to find what you are looking for in three seconds or…
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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 wanted…
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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
You can do this when saving a new document.Step 1: Click Security TemplatesStep 2: Choose PrivateYou can also do this to an existing document.Step 1: Check the box next to…
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How to make a Document Read Only in NetDocuments
In the example below, we want to make a document Read Only. You could use the check box to choose multiple documents. Step 1: Check the box next to the…
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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 –> 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 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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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…
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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 Tray You might need to click cancel if this screen appears: Step 2: Click on the Gear…
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