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NetDocs Tips
Document Check In Issues when starting with NetDocuments
If you are having NetDocuments Tech Issues, please call this number: 801-226-6882 Option 2When you open a document in NetDocuments, it should automatically open, it should never download. When you…
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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
If you have forgotten your password, see this article. Step 1: Open up Outlook Step 2: Open up the Email from NetDocuments and Click Activate Step 3: Create your…
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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 in OutlookView…
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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
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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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
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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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 TrayStep 2: Click on the GearStep 3: Click on SettingsStep 4: Click on Network and then the Drop DownStep…
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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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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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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.…
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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.…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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:…
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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…
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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…
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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:…
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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…
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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: …
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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…
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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.…
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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.…
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Adding a New Client to NetDocuments
3.1 Adding a New Client Step 1: In NetDocuments Admin go to Profile Attributes Step 2: Click on Client Step 3: Click Add Client Step 4: Fill out the…
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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…
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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…
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The 3 Most Common Error Messages NetDocuments users get when stamping documents in Word
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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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…
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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…
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Configure Mission Control for NetDocuments use on a Mac
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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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Installing ndSync on a Mac
ndSync Requirements: https://support.netdocuments.com/hc/en-us/articles/115004039003-ndSync-for-Mac#require Step 1: Go to the link below https://support.netdocuments.com/hc/en-us/articles/206466383-Using-ndSync Step 2: Click Download Step 3: Right Click on the file that downloads, click open with, and then…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Using NetDocuments with Word Online
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 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…
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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…
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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.…
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Connecting Kofax Power PDF Advanced (Nuance) with NetDocuments
Kofax purchased Nuance. Step 1: Go to Control Panel –> Add and Remove Programs, Highlight Nuance and choose Change Step 2: Choose Modify/Repair Step 3: Drill Down to Connectors and…
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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: …
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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. Workshare one of those products…
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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…
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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.…
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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…
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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…
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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…
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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…
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