Using NetDocuments for the First Time – Mac Login

Posted in NetDcouments Mac Roll-Out, NetDocuments on a Mac, NetDocuments Tips on April 10, 2022 by Craig Bayer

Your firm should have provided you with a direct link to log in to NetDocuments. If they have not, please follow these steps 1-4.

If you have the link, skip down to Step 5

Step 1: Go to this Website

https://optiable.com/netdocs-login

Step 2: Click Need login assistance?

Step 3: I want to use my organization’s login

Step 4: Enter your Work Email Address

Step 5: Login via your Windows Account

Step 6: Make sure you are logged into ndClick

Right click on the checkmark and login using your work email address and Office 365 Password

If you see this screen, click on Use Organziation’s login

Step 10: Restart 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

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