Why is Deliver a Secured Link in NetDocuments requiring a password now?

Posted in NetDocuments Tips on August 3, 2024 by Craig Bayer

This is due to an update to NetDocuments on August 1st: See: https://support.netdocuments.com/s/article/Web-Refreshes

 

Deliver Secured Link Password Checkbox: A new Require Password checkbox has been added to the Deliver a Secured Link dialog. It will be checked by default, but it may be unchecked to not require a password. If the cabinet-level setting Requires a Password for all Secured Links to be enabled for a cabinet, this checkbox will not be shown in this dialog, as a password is always required.

Our Take:

When we set up NetDocuments for customers, we do not require Deliver a Secure link to have a password every time.  There is a Cabinet setting that will allow you to turn that on.  Most of the time, we use the secured links to send large files to clients.  We will enter a password for the few times we send sensitive data.  When sending large sensitive files via a secure link, we will have to uncheck the Required password box.

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