The following video shows how to setup a basic ND System for a new client.

This video assumes you have created a ND Account for the project. ie if project is 1000 then the email address of the administrator is and the fist name = ND and the last name = Administrator

Then you can remove the actual WorkCloud staff member.

How to setup users can be reviewed by following this link to the ND Support site - -

Video on How to setup two NetDocuments cabinets (Legal with workspaces and Admin with Folders only)

The video does not show add document types except for the minimum required being EMAIL