 Login to your NetDocuments Account
Open a browser and go to https://vault.netvoyage.com.
When you are at the login page, enter your username and password which was originally provided to you
by email.
If your PC is connected to Microsoft Active Directory Services you may be able to automatically login
to NetDocuments after you login and authenticate on your company's local area network. Click
Automated Login for instructions on how to enable this feature.
Your Personal Home Page
The Home Page is the first page you see when logging in. You can easily customize the look of this
page to include "shortcuts" to cabinets, folders, documents, external websites, etc. Select
 to create your own sections and determine their position
on the page. Sections help you organize the information in any way you prefer. Once you create your sections,
you can later add any item by selecting  option accessible
on any list view page or document profile view. All cabinets which you have rights to see will be automatically
linked on your Home Page. Select the Save in Browser image at the top right corner to save this page as
a Favorite in your Internet Browser to skip Step 1 for subsequent access.
Adding Folders
Begin creating Folders so you can organize your documents.
Go to Browse and then select Add Folders to create the top-level folders that you need. You
will be prompted to allow access for others who have rights to the Cabinet.
If your Administrator has already created the folders for you, then simply select any folder or subfolder.
You can have as many levels as you would like and you can add a shortcut to any folder on your Home Page for
quick access.
Adding Documents
Adding documents is easy whether you are adding one document or adding thousands. On the menu, select
Add document and the menu will provide a list of options to import from your PC, to create new
documents by launching an application from your computer, to scan directly to an attached scanner, to
save an URL, or to add an item from a NetDocuments built-in application such as calendar events,
discussions or collaborative NetBinders.
Any file from your PC can be imported to NetDocuments and easily filed in your folders.
For importing a batch of files or recently scanned documents, simply drag them into the ndAutoImport
folder which NetDocuments creates under My Documents. These will be synchronized into your
NetDocuments folders and automatically full-text indexed upon import.
Contact NetDocuments Support to learn more about our Import utility software to import thousands or
millions of documents.
Sharing with Others
There are three ways to share documents with others:
- 1) Providing access to external people to a Cabinet
- 2) Using a NetBinder or,
- 3) Using a Workspace
Since you can create many cabinets, you can have one cabinet for your internal documents accessible by
only your employees and other cabinets for a project team or client that includes external people.
Cabinets provide a formal workspace organized in advance, easy to use and presentable to other users.
The Cabinet Home Page becomes the portal view to a project or client workspace that you can design
beforehand.
The Administrator of your NetDocuments account can add the external users and create these
cabinets.
Any user can create a NetBinder and add external users to securely share documents and enjoy a
secure sharing of documents using NetDocuments.
All you need to do is add their email addresses to
provide them with a username and a password which they will receive by an email. They will only have access to
the NetBinders you share with them. They will not see your Cabinets or know that they exist. This is free and
easy to do. Give it a try. Begin sharing with your clients, partners, lawyers or accountants.
The third method is to create a Workspace, which are generally based on a Matter. The external users can
only see the components of the Workspace to which they have access.
You define the Matter Workspace and then you define who can have access to it. The Repository administrator
will add the External Users for you so you can associate them with the Workspace. You would then send
an email with a link to the Workspace. They will not see anything else in your cabinet. Give it a try. Begin
sharing with your clients, partners, lawyers or accountants.
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