A firm I worked with spent an afternoon cleaning up their Doc Type list. It had grown to about 90 values over ten years, a good chunk of them near-duplicates, ...
NetDocs Tips
If you’ve just finished an import into NetDocuments, opened one of the new workspaces, and found that half the Doc Type filters you expected aren’t there, you’re not alone. There ...
If you’ve ever finished filling out a court form or a client intake sheet in Adobe Acrobat and wondered whether you have to dump a copy on your desktop first, ...
For as long as I’ve been setting these up, NetDocuments Folder Packs came with a question you couldn’t get around: what kind of matter is this? You built the pack ...
About twenty minutes into every training session I run, somebody stops me and asks what a Cabinet is. They have been nodding along the whole time. They have been using ...
If you’ve ever clicked on an email in Outlook and watched the ndMail prediction screen come back with “The server could not display your filing locations” instead of your usual ...
I get some version of this email two or three times a year, usually from a firm administrator who has just finished a license audit: “I noticed that your account ...
How to Control Who Can Create NetDocuments Workspace Folders You’ve seen it before. Your Workspace template gives every new matter the same five folders — Correspondence, Pleadings, Discovery, Research, Billing. ...
If you’ve built a NetDocuments ethical wall in Workspace Security Manager, secured every matter on the list, and then discovered that the matter opened last Tuesday is sitting there wide ...
If you’ve ever sat in WordPerfect at a firm running NetDocuments, clicked File → Save As, and waited for the NetDocuments save dialog to appear the way it does in ...
Because Outlook’s own Attach file button only knows about places Microsoft controls — your computer, OneDrive, SharePoint. NetDocuments isn’t in that list and never will be. That’s the entire reason ...
You turn on OCR, run the backlog, and a batch of documents never processes. They sit there run after run with the same error in the OCR dashboard: Document Signed. ...
If You Want Personalized Help for Your Firm...
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.
Optiable.com Copyright All Rights Reserved © 2026 | Website developed by BiggerImpact.tech | Disclaimer