Understanding the Changes in How External Users Get Added to NetDocuments CollabSpaces

Posted in NetDocuments CollabSpaces, NetDocuments Tips on March 27, 2025 by Craig Bayer

NetDocuments users, there’s an important update you don’t want to miss! Recently, NetDocuments introduced changes to how users are added to CollabSpaces, and it’s time to get familiar with the new process. Whether you’re a seasoned user or just starting out, this blog will guide you through what’s new, what’s improved, and what it means for managing your collaborations effectively.

See:  https://support.netdocuments.com/s/article/205217700

Step 1:  Create CollabSpaces Group

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Step 2:Type in Group Name

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Step 3:  Move your mouse in the Search for External Users…. Box and Click Create new User

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Step 4:  Fill in the contact information and Check send welcome email and then CREATE USER

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Step 5: Click Create Group

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Step 6:  Assign Group Security and click Apply

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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