NetDocuments integrates with Visio

Posted in NetDocuments and ndOffice, NetDocuments Tips on October 30, 2023 by Craig Bayer

NetDocuments has integrated with Visio since ndOffice 2.8 which was released at the beginning of 2022. 

According to NetDocuments:

“We’re pleased to announce that ndOffice 2.8 supports MS Visio in the same way it supports MS Word/Excel/PPT. You can now Save and Open Visio documents directly to/from NetDocuments via ndOffice. Additionally, if a Visio document is attached to an outgoing email draft, ndOffice can be used to convert that Visio document into a PDF after sending, just like with any other attachment.”

I only bring this up because I just ran into an estate planning firm that didn’t know the integration existed.

When you click Save or Open in Visio, you will see the NetDocuments Plugin:

image

If you purchased Visio after ndOffice was installed on your Computer, you can still add the integration based on the steps I outlined in this video:

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About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer

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