Administration
Adding New Users to NetDocuments with Single Sign-On via Azure
Introduction If your organisation uses Single Sign-On (SSO) via Microsoft Azure (Entra ID) to access NetDocuments, new users must be explicitly granted access in Azure before they can log in. Without this configuration, they may receive a sign-in ...
How To Increase The Number Of NetDocuments Licenses
Introduction Adding a new license in NetDocuments is a straightforward process that can be performed via the Admin Console.This guide walks you through the steps to add a new license, from navigating the administrative portal to assigning the license ...
Creating New Document Types Within NetDocuments Via Admin Console
Introduction NetDocuments enables users to categorise documents using various profile attributes, including document types. Adding a new document type helps users organize documents more precisely according to their workflow or project requirements. ...
Creating New Workspaces Within NetDocuments Via Clio
Introduction When using Clio together with NetDocuments a basic integration exists allowing you to generate clients and matters from within Clio instead of having to type them into the NetDocuments administrative interface. In this knowledge base ...
Creating New Workspaces Within NetDocuments Via Admin Console
Introduction NetDocuments enables users to organize their documents into workspaces, which are virtual folders that can be customized to meet the specific needs of a matter type, team, or department As an administrator, you have the privilege of ...
Add a New User in NetDocuments
Introduction In this article, we'll guide you through the process of creating a new user within the NetDocuments platform. NetDocuments is a leading cloud-based document and email management solution designed for legal professionals and organisations ...
Understanding Filters and Folders in NetDocuments
Introduction NetDocuments offers a flexible approach to document management, allowing you to organize your content in multiple ways. A common question among new users is the difference between filters and folders. This article will help you ...