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NetDocs Tips
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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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…
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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. …
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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…
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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…
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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…
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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…
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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,…
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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
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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…
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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,…
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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…
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