Setting up Microsoft Teams to work with a Workspace in NetDocuments

Before you can do this,  your firm needs to purchase chatlink from NetDocuments and properly set it up in your NetDocuments Repository. 

This integration will allow you to see a the NetDocuments Workspace in Teams and allow you to add documents from NetDocuments directly into Teams. 

Step 1:  In Teams, Create a workspace that correlates with a Matter in NetDocuments

Step 2:  Click the Plus Button

Step 3: Search for NetDocuments

Step 4:  Find that workspace

Now, in Teams, you will see the NetDocuments Ribbon

Step 6:  Pin the NetDocuments Option in Teams

Here is a brief overview on how I can use NetDocuments Embedded into Teams