Installation & Setup
Creating A Microsoft 365 Service Account For Use With PatternBuilder
Introduction NetDocuments requires a service account to set up integration between Microsoft 365 and PatternBuilder. Using a service account simplifies the setup and management of the integration with Microsoft 365. Rather than having to configure ...
Updating M365 Outlook Add-in for NetDocuments
Introduction The NetDocuments M365 Outlook add-in is designed to update automatically for most new features, however in certain situations where a major new feature is released that creates a new entry point (button / menu item) within Outlook, the ...
Unable to Login to NetDocuments via Matter Documents Tab in Safari
Issue When accessing NetDocuments on a Mac using the Safari browser, users may encounter issues logging in through the Matter > Documents tab within Matters.Cloud. Despite successfully logging into NetDocuments in a standalone tab, users are prompted ...
Extending the NetDocuments Timeout Period
Introduction The NetDocuments web user interface has a default login timeout of 90 minutes. If you remain inactive in the NetDocuments browser for 90 minutes or more, you will be automatically logged out and will need to reauthenticate. This setting ...
Deploying NetDocuments with Microsoft 365 and macOS
Introduction Deploying NetDocuments, involves several key technical steps to ensure a seamless integration into your organisation's existing systems. This guide is designed to walk you through the critical considerations for setting up NetDocuments, ...
Guide To Using NetDocuments On Mobile
Introduction NetDocuments is a powerful cloud-based document and email management system designed for legal professionals and other document-intensive organizations. With NetDocuments, you can access, manage, and share your documents securely from ...
Update ndOffice Service Region
Introduction NetDocuments maintains several separate yet identical services located at different data centers - for the United States, United Kingdom, Germany, Canada, and Australia. Each service is accessed by different URLs. When installing ...
Installing ndOffice On Microsoft Windows
Introduction Installing ndOffice, a powerful plugin by NetDocuments, enhances your productivity by seamlessly integrating your NetDocuments services with Microsoft Office applications. This article provides a step-by-step guide to assist you in ...
Creating A Microsoft 365 Service Account For Use With ndMail
Introduction NetDocuments requires a service account to set up integration with Exchange Online for ndMail for security and practical reasons. Using a service account simplifies the setup and management of the integration with Exchange. Rather than ...
Deploying NetDocuments with Microsoft 365 and Windows
Introduction Deploying NetDocuments, involves several key technical steps to ensure a seamless integration into your organisation's existing systems. This guide is designed to walk you through the critical considerations for setting up NetDocuments, ...