In the constantly evolving landscape of digital tools and software, updates can sometimes throw us curveballs that disrupt our daily workflows. A prime example of this is a recent update to Microsoft Office, which has led to the removal of the NetDocuments ndSave Icon from key applications like Word, Excel, and PowerPoint. This change may leave many users feeling stranded, struggling to find an efficient method to save their important documents directly to NetDocuments. Fear not, as we’ve carved out a path through this digital thicket. In today’s blog, we’ll walk you through a practical workar ..read more

In today’s digital workspace, managing documents efficiently is key to productivity. For legal professionals, financial analysts, and anyone in need of organizing extensive paperwork, combining multiple PDFs into a single document can be a game-changer. This blog post acts as your detailed guide on leveraging the power of Kofax and NetDocuments to merge PDF files with precision and ease. Whether you’re a seasoned user or new to these platforms, our step-by-step approach aims to provide the clarity and simplicity you need to streamline your document management process. Other NetDocuments and K ..read more

In the modern landscape of endless digital communication and transactions, the power of efficiency cannot be overstated. DocuSign templates emerge as a game-changing innovation, offering a sleek solution to the often tedious document creation and signing process. Whether managing contracts, legal documents, or routine approvals, these pre-designed templates shave hours off your administrative tasks and significantly ramp up accuracy and consistency across all paperwork. In this blog post, we uncover how tapping into the potential of DocuSign templates can revolutionize how you handle documents ..read more

Welcome to the digital age of document management, where collaboration is critical, even beyond company walls. If you’ve been granted access to NetDocuments CollabSpaces as an external user, you might be adrift in a sea of files and folders without a compass. Fear not! Our comprehensive guide is designed to be your beacon of knowledge, illuminating the path to seamless collaboration with NetDocuments. Whether you’re sharing legal documents, financial reports, or project plans, this blog post will provide you with actionable insights to manage and efficiently contribute to the documents you nee ..read more

Have you scratched your head, wondering why your workspace filters in NetDocuments seem scattered and out of order? Fret not, as you’re about to discover the secrets to organization nirvana within your digital workspace. Organizing workspace filters in NetDocuments is not only simple when you understand the system’s logic, but it’s also a game-changer for efficiency and usability. In this insightful blog, we will guide you step-by-step through the process, ensuring that the confusion around misaligned workspace filters becomes a thing of the past. Get ready to streamline your document manageme ..read more

When you create a Cabinet in NetDocuments, you must decide if it will be set up as a Workspace or a Folder.  A Workspace Cabinet is highly structured. Once someone saves a document to a Workspace Cabinet, they must fill out a profile based on the firm’s requirements.   A Folder Cabinet is how you organize files on your local computer. Anyone can create Folders and sub-folders and put things wherever they want. In 99.9% of cases, your client documents will be stored in a Workspace Cabinet, and all other documents will be stored in multiple Folder Cabinets.   How to find Doc ..read more

Have you ever clicked on a PDF link in Chrome or Edge, anticipating it would open in your default PDF program, only to have it pop up in a new browser tab instead? A common frustration can disrupt your workflow and cause unnecessary hassle. Fortunately, you have the power to change this behavior. This blog post will unveil simple steps to force PDFs to open in your native PDF program (Adobe, PowerPDF, PDF Docs, Foxit)  rather than in a web browser, ensuring a consistent and focused document-viewing experience. Below, we will explain how to do this in Chrome or Edge.  If you are using ..read more

Have you ever found yourself rummaging through your files, trying to recall if you’ve already saved that essential email attachment to NetDocuments? You’re not alone! In the digital age, efficiency is everything. That’s why we’re sharing a nifty email hack that’s guaranteed to save you time and hassle. With just a few quick steps, you can easily verify whether your attachments are safely stored and organized within NetDocuments. Say goodbye to the days of duplicate files and cluttered storage – we’ve got the insider tip that every savvy professional needs! There are three options in ndSave for ..read more

Most firms that migrated from Worldox to NetDocuments will insist on having an Author Field. In NetDocuments, we can create that Author Field. We can also set up NetDocuments so that when a user saves a document, their Author automatically fills it out.  There is one caveat to this functionality. When saving emails via ndMail,  NetDocuments will not fill out the default author.  Therefore, when you go into NetDocuments to view the email, there will not be an Author: If the firm has made the Author field required, users will be forced to fill out the Author when opening up the ..read more

In the high-speed world of legal practice, efficiency is paramount, and that’s where NetDocuments shines. Imagine executing a search query and accessing the required documents in three seconds. The secret? NetDocuments sustains its fleet-footed search performance by housing data in premium ‘hot’ storage, ensuring you get real-time results when you need them the most. However, in document retrieval, not all files are created equal. Large file types, such as PSTs, videos, and zipped folders, are cumbersome twins—too bulky for the finesse of ‘hot’ storage searching beyond their file names. This i ..read more