This section contains system requirements, training guides, administration and implementation information, sample Profile CSV tables, and downloads for folder import and the Local Document (LD) Service.

Training Guides

Setup & PC Requirements -

PC Requirements - user's PC requirements.

User Workstation Setup - for Basic and Professional.


Basic Service Training Guides

Basic - NetDocuments User Guide - training outline for new Users.

Basic - NetDocuments Step-by-Step Guide - getting started guide for Users.

Basic - NetDocuments Administration Guide - setup guide for Administrators.

Basic - NetDocuments FAQ - short FAQ for Users.

Professional Service Training Guides

Professional - NetDocuments User Guide - training outline for new Users.

Professional - NetDocuments User Guide - Additional Topics - in-depth training guide for topics beyond the initial User Guide. This can be used for lunch and learn topics for new users after they have mastered the basics.  Some options are only available for Professional Service.

Professional - Implementation and Administration Setup Guide - detailed information for setting up the Repository and Cabinet for a Professional account as well as what to expect and plan for when implementing NetDocuments.

NetDocuments Glossary of Terms - list of terms and definitions used in the NetDocuments Service.


Sample Profile Tables

Sample Profile Upload Tables used for the Professional Service -

Author - sample Author Profile table using a Short Author name and Author Name.

Document Type - sample Document Type Profile table using a Short Description and a long description.

Client and Matter - sample Client and Matter Profile table using a Client Code and Name with a Matter Code and Matter Description.

Client and Matter with Matter Types - sample Client and Matter Profile table using a Client Code and Name with a Matter Code and Matter Description plus a Matter Type designation to be used when using multiple Workspace Templates and Archiving purposes.

Client and Matter with Matter-level Access defined - sample Client and Matter Profile table using a Client Code and Name with a Matter Code and Matter Description including a Matter-level Access column to provide specific access at the Matter level. We refer to this as Profile-based Security.

Users' My Workspace Lists - sample table provides the format to use if you want to mass load users' My Workspace lists.

Optional Tools

Folder Import Tool (requires .NET Framework 2.0) - see Help, Import with Folder Import for more information.

A utility generally used by the NetDocuments Administrator to import a set of folders from a local PC or shared drive along with the filed documents.  It also allows a two step approach, so that folders can be imported first and profiled and then the documents can be uploaded, inheriting the profile values from the folders.

		Foldimp.msi
		Documentation

Local Document Server -  used by NetDocuments Administrators

Download of the software to be used for the Local Document Service.  Requires a local dedicated Server to replicate documents stored in NetDocuments to be available in a local office.  The download is about 45 MB.

		ndlds.exe
		Documentation

Mass Import Utility - used by NetDocuments Administrators

Used by NetDocuments personnel as part of a tool set designed to import documents from other document management systems.  Contact NetDocuments for more information.

		ndimport.exe
		Documentation
		Sample Import File

API Programming Tools -

NetDocuments provides a rich set of programming tools to link programs to the NetDocuments Service.  For instance, these tools can be used to automate the process of uploading Client and Matter information from your time and billing system.

Click this API Documentation link in the NetDocuments Forum for the API documentation and additional customer comments.

Contact NetDocuments Support to learn more about them.