The secret to using NetDocuments on an iphone or ipad

Posted in NetDocuments on a Mobile Device, NetDocuments Tips on November 8, 2018 by Craig Bayer

The NetDocuments Integration for the iPad and iPhone is outstanding. You basically have the same function as you do on your desktop computer. If you download the NetDocuments App, you can view documents and open up links. That’s nice, but it’s not where the app shines. If you have Word, Excel or PowerPoint on your iOS device, you can actually integrate them with NetDocuments. So you can be in Word, click Open, and choose NetDocuments. Its all very seamless and I have never had any issues. I love taking my iPad Pro to the local coffee shop and just work on documents with zero distractions.

Part 1: Setup

Step 1: Download the NetDocuments App on your device. Open it up and log in.

Step 2: Open Word, Click Open, Add a Service

Step 3: Choose NetDocuments

Step 4: Click OK

Step 5: Login to NetDocuments

Part 2: Saving a Word Document into NetDocuments

Step 1: Open up Word and Click on the Paper with 3 dots

Step 2: Click Name

Step 3: Choose NetDocuments and Save Documents

Part 3: Saving other documents into NetDocuments

Step 1: Click on the … and Import with NetDocuments

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