Admin Resources

How to Close or mark a Matter/File as Inactive in NetDocuments
You must update the Profile Attribute with a Close Date The Close date can support a Date either M/D/YYYY or YYYY-M-D format. You can ...
Mon, 13 Jul, 2020 at 4:43 PM
Adding External Group to a Cabinet in NetDocuments
These instructions assume you have Repository Level Admin Access AND Cabinet Level Admin access for NetDocuments Each external group once created needs ...
Tue, 21 Jul, 2020 at 10:04 AM
Can I Move Items from One Cabinet to Another in NetDocuments?
Yes, you can move items from one cabinet to another however, you must have the following: VESA access rights to all the items you are moving; Access to...
Fri, 1 Oct, 2021 at 5:34 AM
Can I change the name of a Documents Type in NetDocuments?
The simple answer is no you cannot simply change the name of a Document Type.  You must delete the Document Type and then re-create it.  To do this simply ...
Thu, 30 Sep, 2021 at 9:18 AM
Quick Add an External Group at an Administrator Level
This can only be performed by a Cabinet Administrator. 1.    Go to Admin and click on the cabinet that contains the workspaces the external user will ne...
Tue, 15 Feb, 2022 at 7:20 AM