Step 1: Create the New User in Office 365
Step 2: Add the new user to the NetDocuments Azure Enterprise App: https://optiable.com/adding-new-users-to-netdocuments-when-using-single-sign-on-through-azure/
Step 3: Add the New User in NetDocuments: https://optiable.com/add-a-new-user-in-netdocuments/
Note: If you are out of licenses in NetDocuments, you either need to:
- Remove a user: https://optiable.com/removing-a-user-in-netdocuments/
- Increase the Number of Users: https://optiable.com/how-to-increase-the-number-of-netdocuments-users/
Step 4: If there is an Author or Typist Field, you need to add the user there.
Note: Admin Console –> Profile Attributes