Using NetDocuments and WordPerfect

Posted in NetDocuments Tips on July 13, 2022 by Craig Bayer

In Microsoft Word, the ndSave button allows you save a brand new Word document to NetDocuments.  It also allow you to create a new version, and copy a document to another location.

There is no ndSave button in WordPerfect, but we can still do all of those things.

Creating a Brand New Document

This is done in the opposite order of Word.  You profile the document first and then it opens up in WordPerfect

Step 1:  Click Add –> Blank Document

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Step 2:  Choose WordPerfect (this will default to the WordPerfect for the next time)

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Step 3:  Give the Document a name and click OK

 

Step 4:  Profile the Document

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Creating a new version of a document

 

Step 1:  Check the box next to a document and click more

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Step 2:  Click Check out as new version

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Copy an existing document to a new matter

 

Step 1:  Check the box next to a document and click more

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Step 2:  Choose Move\Copy

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Step 3: Click Copy

 

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Step 4: Give the new document and name and click Open

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This will open the document in WordPerfect on your computer.

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