Key User Features Includes all basic DMS features - Globally accessible from any Internet-connected device including smart phones. Check in-out concurrency control, version control, customizable profiling, history, permissions, full-text and profile searching, navigational folders, recently opened/edit/added lists, etc. Matter-Centric Workspaces - Template-based and very scalable. Set automatic document type foldering and transparent profiling organization. Drag and drop support, external sharing capability, mashups supported, and dynamic discovery search analysis. Collaboration- Email notifications, email in/out, threaded discussions, calendaring, global sharing, password management, activity tracking, branding, external user administration and setup. Multiple sharing choices via NetBinders, Workspaces or Cabinets for small, simple collaboration to large document repository extranets. Email Management - An add on service displaying folders and workspaces within MS Outlook for filing and archiving. Single instance storage, move/copy from Outlook, email search and Workspace views within Outlook. Outlook Save and Insert buttons also available and email to folders supported. Email from NetDocuments is MAPI-compliant supporting MS Outlook, Lotus Notes or Novell GroupWise. Personal home page - Create your own sections and shortcuts, including web links to your favorite documents, folders, web sites for quick access. Mobile access - Access, view, search, and email your documents from any PDA or smart phone.

Administrative Features Active Directory Authentication - When users are authenticated via a Local LAN-based Active Directory service, they can set a flag for an Automated User Login process. MS Office Integrations - Application integration to create new documents from within NetDocuments is supported. Optionally, File New, Open and Save menu integrations within MS Office and WordPerfect are available. Leading third-party document automation packages support NetDocuments. Access Control Rights - Security rights can be set at the cabinet, folder, profile or document levels. Security templates are supported. Profiles - Customized profiles can be created for author, client, matter, doc type, practice area, and any others requested. Attribute fields can be text, date or notes fields. Fields can be required, have validation lookup tables, related and security, matter closing and records retention policies can be based on a profile field. Profile templates per user are supported. Workspaces - Multiple Workspace templates, such as practice areas, can be set up with a predefined set of folders or categories created. Document type can automate the creation and population of folders, and pre-populated My Matters list can be uploaded for users. External users can access workspaces with special features associated. Web Services - SOAP-based API's are freely available for developing integrations and connecting to other legacy applications. Learn more about NDConnect at http://community.netdocuments.com/ Reporting - User and document activity logging is available as an add-on service. Login activity report is also available. Folder and document histories can be viewed and printed. Records Retention Policies - Included with NetDocuments Professional. Profiling is required to create and execute policies on matter closings, document type retentions or any other profile values. NDSearch Analysis - Add on Service. Refer to NetDocuments NDSearch datasheet for further details.

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What are the benefits to me?

Executive

Staff

Client

IT
Executive

"Comparing NetDocuments to a hardware solution was based on total cost of ownership including upfront costs and time to administer. The benefits we saw with NetDocuments were good pricing, easy to scale up and customize to what we needed, and flexible security access controls." -Xtreme Mountain Development, Construction, Colorado

"We have no more computer problems, no more servers going down, no more losing documents. It's been a phenomenal experience working with NetDocuments!" -McMillion & Hirtensteiner, LLP

Staff

"NetDocuments also makes it easy to bring new people aboard because it is easy to use and does not require a lot of training to get people plugged into it. When we bring in new employees we say here's NetDocs, here is your log-in, and everything you need is out there." -A Secretary of a law firm

"We chose NetDocuments primarily because it was so easy to use." -An attorney

Client

"Our clients have instant access to their documents without having to make requests of us. That means we deliver better client service, and it's a competitive advantage." -Paul Hess, Attorney, Kegler Brown Hill & Ritter

"Not only is it easier for us and the client to post drafts into NetDocuments for their review and signature, their documents are now always available to them online with anytime access. So in case they are traveling or immediately needing their medical documents, they simply access NetDocs online and provide them to their doctors. We have even given our clients a small card describing how to access their NetDocs account." -Zell Law Reston Virginia

IT Administrators

"In the past our group in IT spent most of our time supporting our former DMS and not focusing on the people. The most significant thing about NetDocuments, and the change it has done for us in IT is, that we now support the people, and no longer need to support the product that the people use."
-Kevin Black, IT Director, Parsons Behle & Latimer.

"Working with ND has not only exceeded my expectations, but has actually made the lives of the firm's IS staff much easier. No longer do they have to spend countless times looking for lost or corrupted documents and then having to apologize to a sometimes not so happy user."
-Arthur Lesser, CIO, Lewis Brisbois Bisgaard & Smith