Your External Users cannot see documents in a NetDocuments CollabSpaces

Posted in NetDocuments Tips on September 4, 2024 by Craig Bayer

Scenario 1: You created a CollabSpaces, added documents and later created the security group. In this instance, the security group was not applied to the documents in the CollabSpaces,

The key indicator is that there are no Blue People next to the documents in the CollabSpace

Scenario 2: You created a CollabSpaces and the security group, but didn’t add anyone to that group.

The key indicator is that the group is empty.

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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