Search Hacks in NetDocuments Updated (2023)

Posted in NetDocuments Searching, NetDocuments Tips on March 8, 2023 by Craig Bayer

Struggling to find documents in NetDocuments quickly and efficiently? You’re not alone. While the platform offers powerful search capabilities, many users overlook the advanced features that can dramatically streamline their workflow. In this updated guide, we’ll walk through practical search hacks that go beyond the basics—helping you uncover precisely what you need with precision and speed. Whether you’re searching across fields, filtering by attributes, or hunting down unprofiled documents, these tips will help you master NetDocuments like a pro.

Search for the Name and Comments Field at the same time.

image

Here is the code   =3(jerk) OR =1005(jerk)

Search for a Blank Attribute

This will allow you to search for an empty attribute.  I wanted to find all Documents that are missing a Doc Type.

 

I will paste NOT {*} into the Doc Type Field.

This will provide me with a list of all documents missing a Document Type.

Search for all Documents and Emails

NetDocuments Advanced Search allows you to search for Documents Only or Email Only.

This search will allow me to see All Documents and Emails, but no Folders or Filters

not =11(ndsq OR ndfld OR ndcs)

Search for checked-out Documents.

(under Show more options)

image

Search for deleted items.

(under Show more options)

 

image

This will search for any items that have been deleted.

Search for a Filter in NetDocuments

image

Type in the Extension:  Ndflt

Search for all Locked Documents in NetDocuments

not =11(ndsq OR ndfld OR ndcs) =202 (T)

Search Options

image

Emails from me:  All Emails from you in the past 14 days.

Emails to me:  All Emails to you in the past 14 days.

My recently created documents: All Documents in All Cabinets you created within the last 14 days.

Unprofiled documents:  All documents you saved that are not correctly profiled.

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