The first best step is to set up a call.
Click below to schedule a free, no obligation, no pressure conversation to help us learn more about your firm, and see if there’s a way we can help you.
NetDocs Tips
The quick method to save Pacer\CM\ECF pdfs into NetDocuments
When someone clicks on a pdf document from a website, they want to be able to save it directly into their Document Management System like NetDocuments without having to download…
Read More
Using NetDocuments in FireFox
Firefox currently requires that you add an exception to communicate with ndClick.*To allow this:Enter the following in the browser's address bar:https://localhost:60500(or whichever port between 60500-60550 ndClick is running). A screen…
Read More
Using NetDocuments in Microsoft Edge
Using Microsoft Edge with ndClick requires "loopback" to be enabled. To do this, type in the address bar:About:flagsEnsure the item “Allow localhost loopback” is checked.If you are on Windows 10,…
Read More
Using NetDocuments for the First Time – Windows Login
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…
Read More
Ultimate Guide to Troubleshooting Adobe Issues with NetDocuments
We thought it would be a good idea to put together all our articles about the Adobe Integration with NetDocuments. When you hit Save As or Open in Adobe NetDocuments…
Read More
Install the 32 bit version of Adobe Pro
NetDocuments does not integrate with Adobe 64bit. A couple of weeks ago, Adobe change the default download to the 64bit version. So if you now install Adobe, its 64bit. Here…
Read More
Integration NetDocuments with a previously installed copy of Workshare Compare
I have addressed this topic before here: https://optiable.com/the-secret-to-integrating-netdocuments-and-workshare/If you have Literia Compare, follow these steps: https://optiable.com/integrating-netdocuments-with-litera-compare-the-old-workshare/This article is for users that already have Workshare Installed and want to integrate it…
Read More
Creating a Folder or Sub Folder in NetDocuments
How to Create a Folder on a WorkspaceHow to Create a Sub Folder in NetDocuments
Read More
NetDocuments ScanSnap Integration
This is the fourth integration of these instructions and the best integration out of all of them. https://netdocuments.force.com/NetDocumentsSupport/s/article/360048560771Step 1: Download and run the installation filehttps://easynxconnect.com/netdocsconnector/ndSetup.msiStep 2: Click NextStep 3: Click…
Read More
How to fix the annoying SQL Logic Error Message in Outlook
When you open up Outlook, you get a message like this: Step 1: Close Outlook Step 2: Close ndmail Step 3: Browse to C:\users\%username%\appdata\local\NetDocuments\ Step 4: Rename the folder ND…
Read More
Install the 32 bit version of Adobe Reader
NetDocuments works with the 32 bit version of Adobe, not the 64 bit. Adobe recently changed its web page so by default it downloads the 64 bit version. There is…
Read More
Integrating NetDocuments with Litera Compare (the old workshare)
Once you download Litera Compare, run Setup.exe. Once that finishes, run lcpcfg7m.exe (Litera Administration Panel)Once installed you will get the LAP General Settings as shown in screenshot belowChoose NetDocuments and…
Read More
How to set a default Cabinet in NetDocuments
When using the Go To Workspace in NetDocuments, you can default to which cabinet always appears. If you are mainly working in a specific client, you can default to that…
Read More
Adding a New Doc Type to NetDocuments
Step 1: In NetDocuments Admin go to Profile AttributesStep 2: Click on Doc TypeStep 3: Click Add Doc TypeStep 4: Type in the Doc Type Key and Click AddFurther Reading:How…
Read More
Connecting Kofax Power PDF Advanced (Nuance) with NetDocuments
Kofax purchased Nuance. The steps below are for a single workstation. If you are using Volume Licensing with Kofax, there is a workstation deployment tool that will allow you to…
Read More
The secret to integrating NetDocuments and Workshare
Most law firms need to be able to run high-end document comparison tools that go beyond the scope of the native features built into Word. Below we will go over…
Read More
Document Check In Issues when starting with NetDocuments
If you are having NetDocuments Tech Issues, please call this number: 801-226-6882 Option 2 When you open a document in NetDocuments, it should automatically open, it should never download. …
Read More
Exporting Documents out of NetDocuments when starting a new firm.
After doing this a couple of hundred times, we have found that this is the best way to use the NetDocuments Mass Export Tool to export 1 matter at a…
Read More
Using NetDocuments with FireFox
Firefox currently requires that you add an exception to communicate with ndClick.This takes about 10 seconds.Step 1: Go to https://localhost:60500 in FireFoxhttps://localhost:60500Step 2: Click AdvancedStep 3: Accept the Risk and…
Read More
The Secret to using NetDocuments on a Mac
NetDocuments is one of the best cloud-based document management systems for Law Firms. However, many people have trouble using it on a Mac because they were trained how to use…
Read More
How to export documents out of NetDocuments using the Mass Export Utility
NetDocuments has built a tool to export documents out of the Document Management System (DMS) There seem to be three reasons to use this: Client Requests their files back and…
Read More
How to link files or folders out of NetDocuments, to NetDocuments
In a previous post, I discussed the benefits using Vimeo instead of NetDocuments to store videos. There is a lot of other stuff that you might not want to store…
Read More
Search Hacks in NetDocuments
Search for a Blank Attribute This will allow you to search an empty attribute. I wanted to find all Documents that are missing a Doc Type. I will paste NOT…
Read More
Fixing issues with the NetDocuments Clio Integration
Years ago Clio built an integration with NetDocuments. The main purpose is to push clients and matters created in Clio to NetDocuments. Recently I turned it on at a firm…
Read More
Saving a Word Document as a PDF in Word using NetDocuments
Before we go into this topic, we need to bring up two points. 1. You can Convert any Word Document to a PDF when emailing the documents 2. You can…
Read More
Workspaces Don’t show on the Home Page in NetDocuments
In NetDocuments go to your home page (the first page you see when you login)Step 1: Click on Small Arrow next to the word home and Click on Customize LayoutStep…
Read More
Using NetDocuments for the First Time – NetDocs Login
Step 1: In Outlook, Open up the email from NetDocuments. Step 2: Click Activate If you did not get an email from NetDocuments, check your junk email folder. If…
Read More
Changing Clients or Matters in NetDocuments
This Matter got entered in correctly in NetDocuments. The Matter Key should be 5-1207 and not 1207.In NetDocuments you can NEVER change a Matter Key once its been entered. To…
Read More
The Super Secret NetDocuments Panel in Outlook
If you have purchased ndMail, there is a way to add a NetDocuments Window to Outlook. Once you have this enabled, you can do the following:View a Workspace in OutlookView…
Read More
How Lookup Table Searching works in NetDocuments
In NetDocuments, you have a client with a key of 999 and a Description of the Bluth Company. The following is always true: If you type in 999, the Bluth…
Read More
The Four ways to scan documents directly into NetDocuments
You might have read about the Desktop Scanner Connection using (Twain) or the Fujitsu Scan Snap Integration. Those both require Internet Explorer, so I pretend like they don't exist. Here…
Read More
NetDocuments and Fujitsu ScanSnap, Third Times the Charm
This article has been updated: https://optiable.com/netdocuments-scansnap-integration/ Desktop ScanSnap Scanners have been the darling of the legal community for years. When I first started working with NetDocuments over ten years ago,…
Read More
How to check your OCR Status in NetDocuments
To check the NetDocuments OCR Status, you need to login to NetDocuments with your OCR Account. 99% of NetDocuments Users have OCR and ndmail so we use the ndmail email…
Read More
Saving Emails to NetDocuments on your Smartphone
To use this feature you must have purchased ndMail from NetDocuments and be using the Outlook App on your iPhone or Android. Step 1: Click on the 3 dots in…
Read More
Saving PDFS from a website into NetDocuments
When someone clicks on a pdf document from a website, they want to be able to save it directly into their Document Management System like NetDocuments without having to download…
Read More
Why are there two ndMails Icons in Outlook
This only happens in Outlook for Windows. There are two installs for ndmail: 1. The Traditional Windows Program 2. The Office 365 Plugin The Office 365 Plugin allows you to…
Read More
ndOffice vs ndMail
In NetDocuments you have two ways of saving email to NetDocumentsndOfficendMailndOffice comes with every NetDocuments account. ndMail is an add on feature that uses machine learning to help you predict…
Read More
Changing ndOffice to use a Different Data Center
Step 1: Click on the nd Office Icon in your System TrayStep 2: Click on the GearStep 3: Click on SettingsStep 4: Click on Network and then the Drop DownStep…
Read More
Using Outlook for Mac with NetDocuments
In NetDocuments, I want to be able to select a couple of documents, click on Email CopyAnd have Outlook open with the attachments included:There are a couple of quick steps…
Read More
How to Log in when using Single Sign on in NetDocuments
NetDocuments has the ability to link your NetDocuments Account with Office 365. When you go to login to NetDocuments, you will enter your email address and your 365 account password. …
Read More
Creating a Default Author in NetDocuments
This is almost always used by NetDocuments users coming from Worldox.Step 1: In NetDocuments Go Add –> UploadStep 2: Choose a Document to Upload and Choose the Client Cabinet and…
Read More
Getting NetDocuments to Delete Emails once they are filed.
Some people want emails in Outlook to delete once they are saved into NetDocuments. There are two ways to save emails in NetDocuments, ndOffice and ndMail.ndOfficeThere is a registry key…
Read More
Disable Local Saving in NetDocuments
NetDocuments intercepts the Save Function in Microsoft Office / PDF Programs allowing people to save stuff into NetDocuments. If they click on the Computer IconUsers will be given the option…
Read More
NetDocuments Download Threshold Exceeded
https://www.theguardian.com/news/2016/apr/03/what-you-need-to-know-about-the-panama-papers In 2016 someone hacked the Law Firm Mossack Fonseca and copied 11.4 million files, exposing details about the firm's clients to the world. NetDocuments has a setting that alerts…
Read More
Uploading Documents to websites from NetDocuments
When a website has the option to select files to upload: You want to be able to open NetDocuments and choose a document: This function is available in Google Chrome,…
Read More
How to get NetDocuments to Automatically Pop when saving in Adobe
When I click on the Save or Save As in Adobe, I want NetDocuments to pop open automatically. Instead, the screen below appears. I don’t want to save into the…
Read More
Adding New Users to NetDocuments when using Single Sign on through Azure
Ideally, you would check the Link User with identify the provider, and you would be done. That doesn't seem to work. When you create a new user in Office 365,…
Read More
The Secret to Using NetDocuments on a Mac Part 3: Creating a New Document
In NetDocuments, Click on the Orange Add Button and then Blank Document Now we fill out the necessary information about the document. Document Name - The name of the document…
Read More
Removing the Windows 260 Character Limit with NetDocument’s ndSync
ndSync is a program that allows you to sync part of your NetDocuments onto your computer. This is great if you are going to working somewhere that has spotty internet.…
Read More
Moving around files in NetDocuments
During the rollout and first days of use, it's pretty standard for stuff to get filed to the wrong location. You can move documents one by one or in groups.…
Read More
Setting up NetDocuments on your SmartPhone
Once you complete these steps, you should check out this article about configuring Microsoft Office to work with NetDocuments on your smartphone. iPhone https://apps.apple.com/us/app/netdocuments/id486917633 There are multiple NetDocuments apps. You…
Read More
Default Browser with NetDocuments
NetDocuments will work with any browser, but I feel it works better in Google Chrome. This is because chrome seems to be faster the other browsers. Regardless, the browser that…
Read More
How to block a user from a Workspace in NetDocuments
I want to make sure that Wayne Jarvis cannot see the Bluth Company - Purchase of 4432 Tetrick Road - 999.999-0002 in NetDocuments There are two things you need to…
Read More
How to export documents out of NetDocuments – Method 1 – ndSync
Like everything in NetDocuments, there are five or six ways of getting something accomplished. This is part one of a series on how to export data out of NetDocuments. In…
Read More
Upload Documents to Websites Directly from NetDocuments in Google Chrome
When you upload Documents to websites, you want NetDocuments to pop open. For Google Chrome, NetDocuments has created a Chrome Extension so that this can happen. This is for Google…
Read More
NetDocuments Workstation Settings to Check (DAAS)
Step 1: Login into NetDocuments https://vault.netvoyage.com/neWeb2/ If you don’t know your password, CLICK HERE Step 2: Click on the arrow next to your name and click Settings Step 3: Click…
Read More
The Ultimate Guide to PDFS and NetDocuments
PowerPoint In the above Webinar, we go over four different PDF Programs that integrate with NetDocuments and discuss which work the best. Spoiler Alert, PDF Docs wins. Regardless of which…
Read More
Adding a NetDocuments Shortcut to your Windows 10 Task Bar
Unlock the Task Bar Right Click on the Task Bar and make sure its not locked In Google Chrome Step 1: Click on the … in the top right…
Read More
Installing ndclick on a Mac
Step 1: Download ndclick https://support.netdocuments.com/hc/en-us/articles/360020496292-ndClick#h_58688645631545281923883 Step 2: Run ndclick.pkg – Click Continue Step 3: Click Continue Step 4: Click Agree Step 5: Click Continue Step 6: Click Install Step 7:…
Read More
Force pdfs documents to open in the native app and not the web browser
FireFox Options –> General –> Applications about:preferences Chrome Settings -> Advanced -> Content Settings -> PDF documents chrome://settings/content/pdfDocuments Internet Explorer Settings –> Internet Options Click the Programs Tab –> Manage Add-ons. Change Show…
Read More
Installing ndClick for Windows
Step 1: Remove ndoneclick In Chrome, FireFox, or Edge, uncheck enable ndOneClick. Settings –> Application Settings Step 2: Download ndClick from NetDocuments Step 3: Click Install Step 4: Click Install…
Read More
Troubleshooting ndclick on a windows computer
On Windows 10 Machines, you need to make sure Everyone has Full Control of the RSA Folder. Part 1: Windows RSA Folder Settings Step 1: Go To C:\ProgramData\Microsoft\Crypto Step 2:…
Read More
How to setup NetDocuments on a Mac
We are going to download and install the following programs: NetDocuments ndClick: https://qa-apps.netdocuments.com/apps/ndClick/ndClick.pkg NetDocuments ndSync: https://apps.netdocuments.com/apps/ndSync/ndSyncMac-2.2.0.zip Here is the step by step guide NetDocuments – Manual Install Guide – Mac…
Read More
How to Install the NetDocuments Adobe Integration after NetDocuments ndoffice has been installed
If you install Adobe after NetDocuments ndOffice has been installed, you will need to manually add the hook into Adobe for the integration to work. Step 1: Turn…
Read More
How to setup NetDocuments on a Windows Computer
Note that the Manual Install Guide below follows this video. We are going to download and install the following programs: NetDocuments Active X Controller - https://vault.netvoyage.com/neWeb2/apps/newebcl.msi ndoffice - https://apps.netdocuments.com/apps/ndOffice/ndOfficeSetup.exe ndclick…
Read More
The secret to using NetDocuments in any browser, ndclick
Step 1: On click ndoneclick from any place you were using it If you were previously using NetDocuments in Chrome, Firefox, Edge, or Safari, you need to uncheck ndoneclick.…
Read More
Adding a New Matter to NetDocuments
3.2 Adding a New Matter Adding a Matter is very similar to adding a Client, with the exception of selecting the Client Key before completing the Matter Key and Description.…
Read More
Adding a New Client to NetDocuments
3.1 Adding a New Client Step 1: In NetDocuments Admin go to Profile Attributes Step 2: Click on Client Step 3: Click Add Client Step 4: Fill out the…
Read More
How to install NetDocuments on a Mac (old)
10.1: Links to Software to Install on a Mac Download: NetDocuments - Mac Install Guide If you have a Windows Computer, Click Here. Apple Computer (Mac) Install ndoneClick for Mac - Chrome/FireFox/Safari…
Read More
Links to Software to Install on a Windows Computer
10.1: Links to Software to Install on a Windows Computer Download either the NetDocuments - Manual Install Guide - Windows: Walk around to each computer installing NetDocuments. NetDocuments - Scripted Install…
Read More
The 3 Most Common Error Messages NetDocuments users get when stamping documents in Word
Issue 1: Document Stamping removes the header from my document. The Header and Footer in Word are linked together. If your firm has Letter and is set to Different First…
Read More
It’s time to stop using the EMS Profiler with NetDocuments
Our company does anywhere from 30-40 NetDocuments installs a year. When we first started out in 2010 we were installing: NetDocuments Application Integrations / ndoffice NetDocuments Adobe Integration EMS Profiler…
Read More
Rolling Back a Document in NetDocuments
6.3 Rolling Back a Documents Scenario: Someone is working on a document and then delete all the text and hit save. You need to get that previous document back, but…
Read More
Configure Mission Control for NetDocuments use on a Mac
This will stop the computer from jumping around when documents are checked back in. Click the Apple menu from the top left of your screen > Select System Preferences >…
Read More
Have Clients add Documents into Your NetDocuments Account Part 1: The Unsecured Easy Way
In NetDocuments, it is very easy to take documents from your client and save them into the document management system. While this works, you can sometimes save a step, and…
Read More
Have Clients add Documents into Your NetDocuments Account Part 2: The Harder Secure Way
In the previous post, we discussed how you can use the NetDocuments Email Addresses to have clients email documents directly into NetDocuments. While this works, it is only as secure…
Read More
How to merge two separate documents into one document in NetDocuments
Scenario: I have somehow gotten 2 copies of a document. The most current copy is labeled as real and only has 1 version. The other copy has 6 versions and…
Read More
The New NetDocuments (17.2) Interface is Launching Thursday February 1st.
The new NetDocuments Interface (17.2) is going to be turned on for everyone on February 1st. It has been available since September, and now NetDocuments is going to move everyone…
Read More
Combining Files and Bate Stamping with NetDocuments and Adobe Pro
I have noticed that some people struggle with Adobe DC after they roll out with NetDocuments. NetDocuments fully integrates with Adobe, meaning, any place there is an add file, NetDocuments…
Read More
Updating the Active X Controller for NetDocuments
Every year or so, NetDocuments will update its Active X Controller. This is usually not a big deal unless you don't have admin rights to install programs, or something just…
Read More
Upload Documents to Websites Directly from NetDocuments
IP Court Filing This is a weird name, but in NetDocuments defense, I don’t know what else to call it. Prior to this, if you wanted to upload documents to…
Read More
How to use NetDocuments to Securely Share Documents
Did you just get an email like this from your Lawyer or Financial Advisor? If you did, you will be using one of the most secure ways to share your…
Read More
Setting up NetDocuments in Google Chrome of Firefox
Warning, this is the old way of doing this, ndclick has replaced the need for ndoneclick. NetDocuments will work in any browser, but each browser is different, so the setup…
Read More
The Secret to using NetDocuments on a Mac Part 3: Gmail Integration
Gmail Integration no longer works like this. We will be posting an updated article soon. NetDocuments has pretty good integration with Gmail. This is the perfect solution for anyone using…
Read More
Troubleshooting NetDocuments Check-in issues
Every so often I have issues with documents that I change on my computer that don’t check back into NetDocuments. If a document does not check back incorrectly, NetDocuments makes…
Read More
The Secret of Using NetDocuments on a Mac, ndOneClick
If you are using Safari or Chrome on your mac, see this article instead. If you are using Firefox, continue below. In this article, we will cover ndOneClick, a Mac…
Read More
The Secret to using NetDocuments on a Mac, Part 4: How to Use NetDocuments Versioning on a Mac
One of the most frequent questions I get from Mac Users is how do create a new version of a document. On a windows machine, you can do a Save…
Read More
The Secret of Using NetDocuments on a Mac, Part 2: ndsync
In Part 1 of the series, we talk about using ndoneclick the program that allows you to click on a document in your browser, have it download, make changes and…
Read More
Installing ndSync on a Windows Computer
Step 1: Go to the link below and download the exe https://support.netdocuments.com/hc/en-us/articles/206466383-Using-ndSync Step 2: Click Download Step 3: Click on the file that downloads Step 4: Click Next Step…
Read More
Installing ndSync on a Mac
ndSync Requirements: https://support.netdocuments.com/hc/en-us/articles/115004039003-ndSync-for-Mac#require Step 1: Go to the link below https://support.netdocuments.com/hc/en-us/articles/206466383-Using-ndSync Step 2: Click Download Step 3: Right Click on the file that downloads, click open with, and then…
Read More
NetDocuments ndSync Policies for your firm
This is part of a series of articles on ndSync, for more information see our post here. ndSync is the DropBox like tool for NetDocuments. Before anyone at your firm…
Read More
How to use NetDocuments as an External User
Someone wants to share documents with you, and instead of using DropBox or Google Drive, they have sent you a NetDocuments link. Don’t worry, it will take less than 5 minutes to…
Read More
The Ultimate Guide to ndSync, DropBox for NetDocuments
ndSync is a file synchronization tool that lets you pick Workspaces, Folders, and Filters and sync them with a location on your windows and your Mac computer. I have found…
Read More
How to compare two Word files in Netdocuments
The newest version of ndOffice has a feature that has been requested by all of my users, document comparison in NetDocuments. Before this feature, if you tried to use the…
Read More
How to setup NetDocuments for Automatic Login
If you are using a Windows Computer and Internet Explorer, you can setup NetDocuments to automatically login you into the website, ndoffice, ems profiler, ems folders, ndsync, and the folder…
Read More
