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

  |  
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

    Machine generated alternative text:
Home 
ndLink 
Share 
This PC Local Disk ndLink 
* Quick access 
Desktop 
-e Downloads 
Documents 
Pictures 
This pc 
Desktop 
Documents 
-e Downloads 
Music 
Pictures 
Name 
a 
ndLinQ_oata 
Z] CTSYSCAT.FCS 
Getting started with ndLink2 
ndLink2 
setup 
Setup NdLinQSenice 
Oate modified 
4/27/2020 3:49 PM 
PM 
1/16/2014 1 AM 
1/24/2014 5:13 PM 
ö'25/2020 PM 
5/17/2017 PM 
6/25/2020 5:32 PM 
3:54 PM 
5/17/2017 PM 
Type 
File folder 
File 
Office open XML 
PDF File 
Application 
Application 
Windm 
Application 
Windows Installer 
15KB 
I,CGI KB 
02 KB

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

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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.

    Machine generated alternative text:
File Action View Help 
Services (Local) 
Services (Local) 
Net ments 
St_Q2 
Restart the 
Description: 
NetOocuments ndLinQService 
N-able Technologies Endpo.. 
N-able Technologies Endpo... 
N-able Technologies Endpo.. 
N-able Technologies Endpo.„ 
Net HPZ12 
Net. Tc Port Sharin Service 
NetDocuments 
Net' e go n 
Network Connection Broker 
Network Connections 
Network Connectivity Assis... 
Description 
Provides pr... 
Allows appl.., 
Provides „ 
Downloads 
Provides abi... 
Newocume-.. 
Maintains a 
Brokers con... 
Manages 
Provides Dir.„ 
Status 
Running 
Running 
Running 
Running 
Running 
Running 
Running 
Startup Type 
Automatic 
Automatic 
Automatic 
Disabled 
Automatic 
Automatic 
Manual (Trig.„ 
Manual 
Manual (Trig.„ 
Log 
Loc 
LOC

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

Make sure that service is running.