NetDocuments Workstation Settings to Check (DAAS)

Posted in NetDocuments Old Software, NetDocuments Tips on May 20, 2019 by Craig Bayer

Step 1:  Login into NetDocuments

https://optiable.com/netdocs-login

 

If you don’t know your password, CLICK HERE

Step 2:  Click on the arrow next to your name and click Settings

image

Step 3:  Click on Application Settings

Step 4:  Check the following boxes

Check Desktop Email Integration

Check Advanced Filing

Step 5:  Click OK and then Close

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