NetDocs Tips

November 25, 2020 in NetDocuments

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

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

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

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

NetDocuments and Fujitsu ScanSnap, Third Times the Charm

  Desktop ScanSnap Scanners have been the darling of the legal community for years.  When I first started working with NetDocuments over ten years ago, we would use the AutoImport…
Read More
September 24, 2020 in NetDocuments, NetDocuments Admin Roll-out

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

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, PDFS in NetDocuments

Saving PDFS from a website 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
July 22, 2020 in NetDocuments

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

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

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, NetDocuments on a Mac

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

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

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

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

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

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

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

Using ndMail for Outlook 365

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

Using ndMail in Outlook for Mac

Read More
October 14, 2019 in NetDocuments, 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

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, NetDocuments on a Mac

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

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, 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, 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

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 27, 2019 in NetDocuments

How to exports documents of NetDocuments – Method 2 – Mass Export Utility

Like everything in NetDocuments, there are five or six ways of getting something accomplished.  This is part two of a series on how to export data out of NetDocuments. In…
Read More
August 12, 2019 in NetDocuments

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

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

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

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, 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

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, NetDocuments on a Mac

Installing ndclick on a Mac

Step 1: Download ndclick https://support.netdocuments.com/hc/en-us/articles/360020496292-ndClick#h_58688645631545281923883 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, 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

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

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, NetDocuments on a Mac

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, PDFS in NetDocuments

How to Install the NetDocuments Adobe Integration after NetDocuments ndoffice has been installed

    If you install Adobe after NetDocument's ndOffice has been installed, you will need to manually add the hook into Adobe for the integration to work.   Step 1: …
Read More
January 5, 2019 in NetDocuments

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

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

Adding a New Matter to NetDocuments

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 and Description.…
Read More
December 6, 2018 in NetDocuments

Adding a New Client to NetDocuments

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:…
Read More
December 6, 2018 in NetDocuments

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

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

The 3 Most Common Error Messages NetDocuments users get when stamping documents in Word

  Issue 1:  The Doc ID can’t be updated due to a lack of space in the footer.   In Word, your Footer from Bottom must be 0.2 or greater.…
Read More
November 8, 2018 in NetDocuments

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

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, NetDocuments on a Mac

Secrets to having success with NetDocuments on your Mac

I have written extensively about this in the past, but I just wanted to add a couple more things: 1.  Use Google Chrome and not Safari.  Safari throws up a…
Read More
November 8, 2018 in NetDocuments

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
November 8, 2018 in NetDocuments

Have Clients add Documents into Your NetDocuments Account Part 2: The Harder Secure Way

In the previous post, we discussed how you can use the NetDocuments Email Addresses to have clients email documents directly into NetDocuments.  While this works, it is only as secure…
Read More
November 8, 2018 in NetDocuments

How to merge two separate documents into one document in NetDocuments

Scenario:  I have somehow gotten 2 copies of a document.  The most current copy is labeled as real and only has 1 version.  The other copy has 6 versions and…
Read More
November 8, 2018 in NetDocuments

The New NetDocuments (17.2) Interface is Launching Thursday February 1st.

The new NetDocuments Interface (17.2) is going to be turned on for everyone on February 1st.  It has been available since September, and now NetDocuments is going to move everyone…
Read More
November 8, 2018 in NetDocuments, PDFS in NetDocuments

Combining Files and Bate Stamping with NetDocuments and Adobe Pro

I have noticed that some people struggle with Adobe DC after they roll out with NetDocuments.  NetDocuments fully integrates with Adobe, meaning, any place there is an add file, NetDocuments…
Read More
November 8, 2018 in NetDocuments

Updating the Active X Controller for NetDocuments

Every year or so, NetDocuments will update its Active X Controller.  This is usually not a big deal unless you don't have admin rights to install programs, or something just…
Read More
November 8, 2018 in NetDocuments

Upload Documents to Websites Directly from NetDocuments

IP Court Filing This is a weird name, but in NetDocuments defense, I don’t know what else to call it.  Prior to this, if you wanted to upload documents to…
Read More
November 8, 2018 in NetDocuments

How to use NetDocuments to Securely Share Documents

Did you just get an email like this from your Lawyer or Financial Advisor? If you did, you will be using one of the most secure ways to share your…
Read More
November 8, 2018 in NetDocuments

NetDocuments Workstation Settings to Check

If you have forgotten your password, see this article. Step 1:  Login into NetDocuments https://vault.netvoyage.com/neWeb2/ Step 2:  Click on the arrow next to your name and click Settings Step 3: …
Read More
November 8, 2018 in NetDocuments

Setting up NetDocuments in Google Chrome of Firefox

Warning,  this is the old way of doing this,  ndclick has replaced the need for ndoneclick. NetDocuments will work in any browser, but each browser is different, so the setup…
Read More
November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret to using NetDocuments on a Mac Part 3: Gmail Integration

Gmail Integration no longer works like this.  We will be posting an updated article soon. NetDocuments has pretty good integration with Gmail. This is the perfect solution for anyone using…
Read More
November 8, 2018 in NetDocuments, NetDocuments Tips

Troubleshooting NetDocuments Check-in issues

Every so often I have issues with documents that I change on my computer that don’t check back into NetDocuments.   If a document does not check back in correctly, NetDocuments…
Read More
November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret of Using NetDocuments on a Mac, ndOneClick

If you are using Safari or Chrome on your mac, see this article instead.  If you are using Firefox, continue below. In this article, we will cover ndOneClick, a Mac…
Read More
November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret to using NetDocuments on a Mac, Part 4: How to Use NetDocuments Versioning on a Mac

One of the most frequent questions I get from Mac Users is how do create a new version of a document.  On a windows machine, you can do a Save…
Read More
November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret of Using NetDocuments on a Mac, Part 2: ndsync

In Part 1 of the series, we talk about using ndoneclick the program that allows you to click on a document in your browser, have it download, make changes and…
Read More
November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret to using NetDocuments on a Mac

This is the master page for a group of articles that explain how to use NetDocument's on a Mac. If you are in Word on a Windows computer and click…
Read More
November 8, 2018 in NetDocuments

Installing ndSync on a Windows Computer

Step 1: Go to the link below and download the exe https://support.netdocuments.com/hc/en-us/articles/206466383-Using-ndSync   Step 2: Click Download Step 3: Click on the file that downloads Step 4: Click Next Step…
Read More
November 8, 2018 in NetDocuments, NetDocuments on a Mac

Installing ndSync on a Mac

Step 1: Go to the link below https://support.netdocuments.com/hc/en-us/articles/206466383-Using-ndSync   Step 2: Click Download Step 3: Click on the file that downloads Step 4: Click Continue Step 5: Click Continue Step…
Read More
November 8, 2018 in NetDocuments

NetDocuments ndSync Policies for your firm

This is part of a series of articles on ndSync, for more information see our post here. ndSync is the DropBox like tool for NetDocuments.  Before anyone at your firm…
Read More
November 8, 2018 in NetDocuments

How to use NetDocuments as an External User

Someone wants to share documents with you, and instead of using DropBox or Google Drive, they have sent you a NetDocuments link.  Don’t worry,  it will take less than 5 minutes to…
Read More
November 8, 2018 in NetDocuments

The Ultimate Guide to ndSync, DropBox for NetDocuments

ndSync is a file synchronization tool that lets you pick Workspaces, Folders, and Filters and sync them with a location on your windows and your Mac computer. I have found…
Read More
November 8, 2018 in NetDocuments

How to compare two Word files in Netdocuments

The newest version of ndOffice has a feature that has been requested by all of my users, document comparison in NetDocuments.  Before this feature, if you tried to use the…
Read More
November 8, 2018 in NetDocuments

How to setup NetDocuments for Automatic Login

If you are using a Windows Computer and Internet Explorer, you can setup NetDocuments to automatically login you into the website, ndoffice, ems profiler, ems folders, ndsync, and the folder…
Read More
November 8, 2018 in NetDocuments, PDFS in NetDocuments

How to integrate NetDocuments with Foxit Phantom PDF

Foxit PDF Phantom 8.1 has built-in integration with NetDocuments via ndOffice.  It's pretty easy to enable. Step 1: In Phantom PDF go to Open –> add place –> NetDocuments Step…
Read More
November 8, 2018 in NetDocuments

Signature Bridge: The NetDocuments Docusign Integration that saves me hours a week

I personally send about between 3-4 contracts a week to be signed.  In 2016 that process involved Creating a Contract in Word Converting it to a PDF Emailing it someone…
Read More
November 8, 2018 in NetDocuments

How to Dump Discovery into NetDocuments, The Folder Import Tool

  The NetDocuments Upload button is great for getting small groups of documents into the program, but you can only upload documents, you cannot upload folders.  When you get a…
Read More
November 8, 2018 in NetDocuments, NetDocuments on a Mac

The Secret to using NetDocuments on a Mac Part 5: Microsoft 365 Integration

What if you could open documents and edit them in an online document management system without downloading them? You can with NetDocuments, which has a way to open a document…
Read More
November 8, 2018 in NetDocuments

The secret to using NetDocuments on an iphone or ipad

The NetDocuments Integration for the iPad and iPhone is outstanding. You basically have the same function as you do on your desktop computer.  If you download the NetDocuments App, you…
Read More
November 8, 2018 in NetDocuments

Here is a Quick Way to make NetDocuments work in Google Chrome, and other browsers

If NetDocuments is Browser Agnostic (works in any browser) why do I always recommend that people use Internet Explorer (IE)?  NetDocuments has an Active X controller hooked into IE that…
Read More
November 8, 2018 in NetDocuments, PDFS in NetDocuments

Connecting NetDocuments and PDF Docs

 Step 1: Open PDF Docs and go to Options. Step 2:  Choose NetDocuments, Check Enable and Click OK. Step 3: Choose NetDocuments and Browse.  Enter Your NetDocuments username and password.…
Read More
November 8, 2018 in NetDocuments, PDFS in NetDocuments

The new Nuance Power PDF integration with NetDocuments

I have been an Adobe Acrobat user since the beginning of my career.  Adobe 12 or DC came out a while ago and I have pretty much hated it ever…
Read More
November 8, 2018 in NetDocuments

Saving OneNote Notes to NetDocuments

You can export OneNote Notes, Sections, and Notebooks out of OneNote and store them in NetDocuments.  I don't know why you would do this, but you can.   Step 1: …
Read More
November 8, 2018 in NetDocuments

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.  Workshare one of those products…
Read More
November 8, 2018 in NetDocuments

Installing NetDocuments ndOffice 2.0

NetDocuments released ndOffice 2.0 last week.  ndOffice is the Windows Only integration that interacts with Adobe, Word, Excel, Outlook, and PowerPoint.  The update itself is very impressive, the force of…
Read More
November 8, 2018 in NetDocuments

Upgrading NetDocuments ndOffice on your Windows Computer

NetDocuments released updates to ndOffice when needed.  It is pretty simple to upgrade your copy. Step 1: Restart your computer Step 2:  Right Click on ndOffice in the system tray.…
Read More
November 8, 2018 in NetDocuments

How to get Word to Automatically Pop when saving in NetDocuments

When I click on the Save Icon in Word, I want NetDocuments to automatically pop open.  Instead,  the screen below appears. I don’t want to save documents to SharePoint, One…
Read More
November 8, 2018 in NetDocuments, NetDocuments Tips

How to Reset my NetDocuments Password

  Go to NetDocuments: https://vault.netvoyage.com/neWeb2/docCent.aspx Click on Need Login Assistance. Note:  If your computer Automatically Logs in, you will need to go to this site from a browser that is…
Read More
November 8, 2018 in NetDocuments

What is Advanced Filing in NetDocuments?

If you go to Settings – Application Settings you will see an option for Advanced Filing. What does this do? To answer that question, I need to give an example…
Read More
November 8, 2018 in NetDocuments, PDFS in NetDocuments

How to use NetDocuments with Adobe

NetDocuments has integrations with Adobe 11 and 12, (Reader, Standard, and Pro).   This works similar to the ndoffice integration in Word, Excel, or PowerPoint. The only difference is saving…
Read More
November 8, 2018 in NetDocuments

How to use the Desktop Scanner Connector in NetDocuments

There are really 3 different types of scanners,  twain compatible,  non-twain compatible, and the big multifunction copier/scanners.  This article goes over how to scan with a Twain Compatible Desktop Scanners. …
Read More
November 8, 2018 in NetDocuments

How Document Stamping works with NetDocuments and Microsoft Word

If you look at the footer of the page above, you will see a document id number (4826-8897-1546) followed by a version number.  This is very useful if you are…
Read More
November 8, 2018 in NetDocuments

How to Burn Files directly to a CDDVD from NetDocuments

Sometimes you have to burn files to a DVD.  You can do this directly from NetDocuments, but you must prepare the DVD first.   Step 1:  Right Click on the…
Read More
November 8, 2018 in NetDocuments

My NetDocuments Plugins in Word/Excel/Outlook have disappeared

Microsoft products like to disabled add-ons, so they run faster.  This is not really a NetDocuments specific issue, but all programs that integrate with Microsoft Office.  Its also a very…
Read More
November 8, 2018 in NetDocuments

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…
Read More
November 8, 2018 in NetDocuments

NetDocuments Has Just Released a Direct Integration with Fujitsu ScanSnap

What good is Document Management Software if you cannot easily scan documents into it?  Fujitsu's line of ScanSnap Scanners is the most popular desktop scanners on the market and is…
Read More
November 8, 2018 in NetDocuments, PDFS in NetDocuments, Technology to Build a Law Firm

How Symphony OCR Can Help You Search

In 2005, I was installing Worldox for a law firm in Gulfport, Mississippi.  Installation, training, and roll out went fairly smoothly, however about a week later I started getting calls that…
Read More
November 8, 2018 in NetDocuments, PDFS in NetDocuments

Make Adobe Documents Auto Check In with NetDocuments

When you close a Microsoft File it automatically checks back into NetDocuments.  When you close a non-Microsoft file, you must come back to NetDocuments and click the green Check In…
Read More
November 8, 2018 in NetDocuments, PDFS in NetDocuments

Connecting NetDocuments and Nuance Power PDF Advanced

Check out our article on the new NetDocument Nuance Integration. If you are using Nuance, there is a NetDocuments Button that will allow you to save directly into NetDocuments.  Right…
Read More
November 8, 2018 in NetDocuments

How to Customize Columns and sort order in NetDocuments

You have the ability to customize your NetDocuments view so that it is unique to your account.  One example is to customize the columns you see when in list view.…
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