Using NetDocuments for the First Time – NetDocs Login

Posted in NetDocuments Tips on February 4, 2021 by Craig Bayer

Step 1: Login to NetDocuments

Option 1: Log in to NetDocs via a Windows Password

Option 2: Log in to NetDocs via a NetDocs Password

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

image

Step 3: Under Application Settings, Make sure Turn on Desktop Email Integration has a check by it.

Click OK and Close

Step 4: Make sure you see the square nd in the system tray of your computer (ndOffice)

Step 5:  Click on the Square nd and then Please log in

Step 6:  Click Log In

Step 7:  Click Allow

Step 8:  Restart your Computer

Previous Article
Next Article

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

Share 0