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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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…
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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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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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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…
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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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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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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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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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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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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…
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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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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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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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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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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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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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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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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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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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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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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.…
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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.…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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:…
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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…
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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…
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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:…
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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…
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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: …
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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…
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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.…
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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.…
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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:…
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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…
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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…
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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.…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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: …
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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.…
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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…
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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: …
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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…
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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…
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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.…
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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…
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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…
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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…
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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…
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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. …
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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.…
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