Use the NetDocuments Folder Import Tool with Single Sign On

For some reason, NetDocuments customers always come to me thinking they cannot use the NetDocuments Folder Import Tool when they have single sign on enabled.  This is definitely not the case, you just need to login to the Folder Import tool like other NetDocuments tools when you have single sign on enabled.

Step 1: Click Use Organization’s Login

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Step 2:  Enter your Email Address

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Step 3: Enter your Office 365 Password

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Step 4:  Enter your 2-Factor Authentication (if turned on)

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Step 5:  Click Yes

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Step 6: Click Allow

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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