Document Management and Options

Change the location of the document ID footer
To change the document ID footer, click on the cog and choose settings > ID Stamp The following will appear. Drop the dropdown, you ...
Mon, 31 Jan, 2022 at 5:12 AM
How to Upload Documents to NetDocuments
How to upload documents within NetDocuments. Go to the Matter the document relates to, The click on the add button at the top right of your screen an...
Fri, 30 Apr, 2021 at 2:22 PM
Allow PDF's to open in Adobe and not in Chrome
If you have Chrome showing you the PDF rather than Adobe, you can not use this 'preview by chrome' to save the PDF to NetDocuments. You must ...
Sat, 27 Oct, 2018 at 11:40 AM
Can not access NetDocuments with Actionstep or Can not Create New Matters from Actionstep to NetDocuments
This is generally because of the account being used to connect Actionstep to NetDocuments may have been removed from NetDocuments or perhaps the account...
Sat, 27 Oct, 2018 at 11:50 AM
Changing a Matter Name in NetDocuments when you have Actionstep
If you have changed your matter name and need to update it in NetDocuments you can do this a couple of ways. The first way will be if you have Actionste...
Sat, 27 Oct, 2018 at 8:38 AM
How to check Current Version number of NetDocuments Installed Software
How to check the version of NetDocuments products installed on your computer Click on the windows icon (bottom left corner) - start typing the words &...
Mon, 4 Mar, 2019 at 12:16 PM
Changing the Client on an Existing NetDocuments Matter when using Actionstep
You will need to be an administrator of Actionstep and NetDocuments Repository Administrator to perform these steps Step 1 Change the clien...
Wed, 19 Dec, 2018 at 8:16 AM
NetDocuments not displaying within Actionstep
If you have moved to Office 365 Authentication "Federated Identity" for NetDocuments you may find that NetDocuments does not display within Action...
Fri, 23 Nov, 2018 at 9:33 AM
Mapping Outlook Folders with NetDocuments
With NetDocuments it is possible to map folders within Outlook to NetDocuments. This requires NDMAIL to be purchased and installed as part of your ND subs...
Thu, 30 May, 2019 at 6:19 PM
Restore a Document in NetDocuments from backup (Rollback a document)
Have you deleted a document and you need to restore the document in NetDocuments? A backup is done once every 24 hours and usually overnight. Each docum...
Wed, 5 Dec, 2018 at 3:36 PM