In Microsoft Word, the ndSave button lets you save a brand new document to NetDocuments, create a new version, and copy a document to another location.
There is no ndSave button in WordPerfect. NetDocuments has never built an integration for it. But you can still do all three of those things — you just do them from the NetDocuments web interface instead of from inside WordPerfect.
Here’s how each one works.
Creating a Brand New Document
This runs in the opposite order from Word. You profile the document first, and then it opens in WordPerfect.
Step 1: Click Add → Blank Document
Step 2: Choose WordPerfect
WordPerfect will be the default the next time you do this, so you only have to pick it once.
Step 3: Give the Document a Name and Click OK
Step 4: Profile the Document
Creating a New Version of a Document
Step 1: Check the Box Next to the Document and Click More
Step 2: Click Check Out as New Version
Copying a Document to Another Matter
Step 1: Check the Box Next to the Document and Click More
Step 2: Choose Move\Copy
Step 3: Click Copy
Step 4: Give the New Document a Name and Click Open
This will open the document in WordPerfect on your computer.
If This Isn’t Working for You
All three of these work, but notice what they have in common: every one of them starts in the browser. Inside WordPerfect itself, nothing has changed. File → Save As still points at the file system, and a document saved there never reaches your Cabinet. You’re also profiling blank documents before you’ve typed a word, which is the opposite of how anyone actually writes. It works as long as every user remembers the sequence every single time — and that’s the part that breaks.
If your firm has more than a couple of WordPerfect users, buy the integration instead. One Step Save is a third-party program that puts real hooks into WordPerfect, so File → Open and File → Save As talk to NetDocuments the same way they do in Word. It also covers a long list of other programs NetDocuments doesn’t integrate with—non-Adobe PDF editors, QuickBooks, Tabs3, PCLaw, Notepad, CSV editors, and web-to-PDF printing.
I’ve written up what it costs and how to set it up: How to Add NetDocuments WordPerfect Integration with One Step Save.
Need Help?
Not sure whether your firm should work around the missing WordPerfect integration or just buy it? We can look at how many people at your firm actually use WordPerfect and make a recommendation — usually in a single call.
Schedule a free consultation at go.oncehub.com/optconsult or call 1-800-399-0852.
Optiable has completed over 550 NetDocuments implementations since 2010, specializing in law firms with 10 to 150 users.