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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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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Legal Document Management Software like Worldox and NetDocuments have the ability to stamp Word Documents. We go over this in great detail here: https://optiable.com/how-document-stamping-works-with-netdocuments-and-microsoft-word/ You might have documents you need…
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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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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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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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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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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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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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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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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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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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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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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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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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When sending an email, you can use ndMail to have it save that email into NetDocumentsYou simply need to check the box next Workspace\Filter where you want the email to…
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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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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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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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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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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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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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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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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 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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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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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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NetDocuments does not integrate with Adobe 64bit. A couple of weeks ago, Adobe change the default download to the 64bit version. So if you now install Adobe, it's 64bit. Here…
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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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How to Create a Folder on a WorkspaceHow to Create a Sub Folder in NetDocuments
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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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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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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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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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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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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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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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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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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. …
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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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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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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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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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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 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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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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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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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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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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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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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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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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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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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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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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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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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://apps.netdocuments.com/apps/ndClick/ndClick.pkg Step 2: Run ndclick.pkg – Click Continue Step 3: Click Continue Step 4: Click Agree Step 5: Click Continue Step 6: Click Install Step 7:…
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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 NetDocuments ndOffice has been installed, you will need to manually add the hook into Adobe for the integration to work. Step 1: Turn…
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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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See this article: https://optiable.com/3-1-adding-a-new-client/
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Adding a New Client Step 1: Hi First Name –> Admin Step 2: Admin –> Profile Attributes Step 3: Next to Client, Click on Open lookup Step 4: Click Add…
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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: Document Stamping removes the header from my document. The Header and Footer in Word are linked together. If your firm has Letter and is set to Different First…
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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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This will stop the computer from jumping around when documents are checked back in. Click the Apple menu from the top left of your screen > Select System Preferences >…
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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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