Troubleshooting ndLink issues. (users are saying new clients and matters don’t show up in NetDocuments)

NetDocuments Integrations, NetDocuments Tips

July 16, 2022

ndLink is a Windows Services that connects NetDocuments to an accounting system. When a new client or matter is created in an accounting system (Orion, Tabs3, Juris, SurePoint,PCLaw, etc.) in 5 minutes or less, it gets added to NetDocuments.

You will know its not working when someone starts complaining that new clients or matters are not being added to NetDocuments.

ndLink is always installed on the root of the C Drive: C:\ndLink

Right Click on ndlink2 and run it as an administrator to launch the program

Machine generated alternative text: a ndLinQ_oata Z] CTSVSCAT.FCS Getting stared with ndLink2 HelpDoc.pdf ndLi nd Run as administrator setu setu Pin to Start Pin to taskbar 4/27/2020 3:43 PM PM 1/16/2014 AM 1/24/2014 5:13 PM Scen with Security Manager AV Defender

It should look like this:

If you do not see Activity Running As A Windows Service, do the following:

Check Run Activities Upon Startup
Check As Windows Service
Click Start Activities Service

When we set up ndLink, we install ndLink as a Service. This service should automatically launch when restarting the machine.

To allow the link to run as a service, we do change the Log On to Admin Account.

Make sure that service is running.