NetDocs Tips

October 3, 2021 in NetDocuments 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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April 7, 2021 in NetDocs Tips

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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April 3, 2021 in NetDocs Tips

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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April 1, 2021 in NetDocuments on a Mac, NetDocuments Tips

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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March 24, 2021 in NetDocuments Tips

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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March 17, 2021 in NetDocuments Tips

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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March 2, 2021 in NetDocs Tips

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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February 23, 2021 in NetDocs Tips

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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February 16, 2021 in NetDocuments Tips, PDFS in NetDocuments

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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February 4, 2021 in NetDocuments Tips

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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February 4, 2021 in NetDocuments Tips

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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November 25, 2020 in NetDocuments Tips

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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November 13, 2020 in NetDocuments Tips

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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November 4, 2020 in NetDocuments Tips

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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September 30, 2020 in NetDocuments Tips

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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September 24, 2020 in NetDocuments Tips

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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September 24, 2020 in NetDocuments Admin Roll-out, NetDocuments Tips

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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September 2, 2020 in NetDocuments Tips

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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September 2, 2020 in NetDocuments Tips, PDFS in NetDocuments

Saving PDFS from a website into NetDocuments

When someone clicks on a pdf document from a website,  they want to be able to save it directly into their Document Management System like NetDocuments without having to download…
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July 22, 2020 in NetDocuments Tips

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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July 22, 2020 in NetDocuments Tips

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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July 13, 2020 in NetDocuments Tips

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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June 26, 2020 in NetDocuments on a Mac, NetDocuments Tips

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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June 26, 2020 in NetDocuments Tips

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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June 22, 2020 in NetDocuments Tips

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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May 22, 2020 in NetDocuments Tips

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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May 11, 2020 in NetDocuments Tips

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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May 8, 2020 in NetDocuments Tips

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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December 19, 2019 in NetDocuments Tips

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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November 22, 2019 in NetDocuments Tips

Using ndMail for Outlook 365

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November 22, 2019 in NetDocuments on a Mac, NetDocuments Tips

Using ndMail in Outlook for Mac

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October 14, 2019 in NetDocuments Tips, PDFS in NetDocuments

How to get NetDocuments to Automatically Pop when saving in Adobe

When I click on the Save or Save As in Adobe, I want NetDocuments to pop open automatically.  Instead,  the screen below appears. I don’t want to save into the…
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September 19, 2019 in NetDocuments Tips

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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August 31, 2019 in NetDocuments on a Mac, NetDocuments Tips

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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August 29, 2019 in NetDocuments Tips

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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August 28, 2019 in NetDocuments Tips, NetDocuments User Roll-out

Moving around files in NetDocuments

During the rollout and first days of use, it's pretty standard for stuff to get filed to the wrong location.  You can move documents one by one or in groups.…
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August 28, 2019 in NetDocuments Tips, NetDocuments User Roll-out

Setting up NetDocuments on your SmartPhone

Once you complete these steps, you should check out this article about configuring Microsoft Office to work with NetDocuments on your smartphone. iPhone https://apps.apple.com/us/app/netdocuments/id486917633 There are multiple NetDocuments apps.  You…
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August 28, 2019 in NetDocuments Tips

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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August 12, 2019 in NetDocuments Tips

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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July 23, 2019 in NetDocuments Tips

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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July 22, 2019 in NetDocuments Tips

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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May 20, 2019 in NetDocs Tips, NetDocuments Tips

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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April 4, 2019 in NetDocuments Tips, PDFS in NetDocuments

The Ultimate Guide to PDFS and NetDocuments

PowerPoint In the above Webinar, we go over four different PDF Programs that integrate with NetDocuments and discuss which work the best.  Spoiler Alert, PDF Docs wins. Regardless of which…
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March 21, 2019 in NetDocuments Tips

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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March 18, 2019 in NetDocuments on a Mac, NetDocuments Tips

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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March 12, 2019 in NetDocuments Tips, PDFS in NetDocuments

Force pdfs documents to open in the native app and not the web browser

FireFox Options –> General –> Applications about:preferences Chrome Settings -> Advanced -> Content Settings -> PDF documents chrome://settings/content/pdfDocuments Internet Explorer Settings –> Internet Options Click the Programs Tab –> Manage Add-ons. Change Show…
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March 11, 2019 in NetDocuments Tips

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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February 5, 2019 in NetDocuments Tips

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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January 30, 2019 in NetDocuments on a Mac, NetDocuments Tips

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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January 30, 2019 in NetDocuments Tips, PDFS in NetDocuments

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

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

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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December 19, 2018 in NetDocuments Tips

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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December 6, 2018 in NetDocuments Tips

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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December 6, 2018 in NetDocuments Tips

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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December 6, 2018 in NetDocuments Tips

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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December 6, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments on a Mac, NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips, PDFS in NetDocuments

Combining Files and Bate Stamping with NetDocuments and Adobe Pro

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

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments on a Mac, NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

Troubleshooting NetDocuments Check-in issues

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

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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November 8, 2018 in NetDocuments on a Mac, NetDocuments Tips

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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November 8, 2018 in NetDocuments on a Mac, NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments on a Mac, NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips, PDFS in NetDocuments

How to integrate NetDocuments with Foxit Phantom PDF

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

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments on a Mac, NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips, PDFS in NetDocuments

Connecting NetDocuments and PDF Docs

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

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

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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November 8, 2018 in NetDocuments Tips

How to Reset my NetDocuments Password

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

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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November 8, 2018 in NetDocuments Tips, PDFS in NetDocuments

How to use NetDocuments with Adobe

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

How to use the Desktop Scanner Connector in NetDocuments

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

How Document Stamping works with NetDocuments and Microsoft Word

In Microsoft Word, NetDocuments has the option of “stamping” a document ID onto the document. There are two reasons you would want this: If you have a printed document in…
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