For the past couple of years, my team at Optiable has used Claude every day. We’ve used it to write, analyze, and build our own internal tools, learning what AI ...
NetDocs Tips
If you need a folder, matter, or client secured in NetDocuments, tell us exactly which one. Going forward, that means a NetDocuments folder link, a matter link, or an exact ...
If you’ve ever run the Folder Import tool in ndOffice and hit a blank folder error, you’re not alone. The import gets to a folder with nothing in it, and ...
If you’ve ever clicked ndSave in Word, Excel, or PowerPoint and ended up looking at a plain Windows save box instead of NetDocuments, you’re not alone. ndSave saving locally comes ...
When you add someone to a NetDocuments CollabSpace, NetDocuments emails them a welcome message. Your client has never heard of NetDocuments and doesn’t know you’re the one who sent it. ...
If some of your documents were left on the server when you moved to NetDocuments, you can upload them yourself with the folder import tool in ndOffice — a whole ...
If you know exactly where a document lived on the old server but can’t figure out where it ended up in NetDocuments, you can search for it by that folder ...
If you’re looking at a NetDocuments matter called General and wondering what it is, here’s the short answer: it’s where we put a client’s documents when we know who the ...
A law firm has invited you into a NetDocuments CollabSpace — a shared space in their document management system where you and the firm exchange files. Getting started takes about ...
If you’ve moved from Windows folders to NetDocuments and now can’t find a document you used to open in three clicks, you’re not alone. The Good News: Your Documents Are ...
If you need to email multiple documents in NetDocuments and they live in different folders, you don’t have to send them one at a time, and you don’t have to ...
If you open Foxit PDF Editor, go to File → Open, and NetDocuments is nowhere on the list, you’re not alone. Foxit does work with NetDocuments. It just doesn’t connect ...
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.

