Welcome to DELIVER

Everything you need to safely organize, package, and share content with clients, customers, outside counsel, and other internal and external groups. With DELIVER, you can create secure, sharable workspaces compile and organize content and collaborate on document sets without worrying about security or governance.

We invite you to utilize the following links and information to familiarize yourself with training videos, administrator guides, and setup configurations.

The Deliver solution comes with the option to purchase additional technology add-on's. Click the links below to read more.

SetBuilderCollabSpaces

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

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Customer Welcome Kit

Get started with NetDocuments by downloading our Customer Welcome Kit. We encourage cabinet administrators to share with their users as they navigate the NetDocuments platform.

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SetBuilder

Our award-winning collaboration technology brings together key activities including conversations, documents, and messaging directly within the NetDocuments cloud platform. Familiarize yourself with ndThread SetBuilder using the following resources.

SetBuilder Interface Overview Page

Visit the SetBuilder Navigation page to review key elements of a Set's index, available actions, and hierarchy of elements.

Note: SetBuilder has already been enabled on your repository and no additional setup is required.

View Navigation Page

How to Use SetBuilder

Access the SetBuilder how-to guide to review the following user topics:

  • Create and access a set
  • Convert and replace elements
  • Generate, access and manage binders
How To Use SetBuilder

For Users: SetBuilder Overview Video

The seven-minute overview video demonstrates how to collect and bundle documents from a Workspace.

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CollabSpaces

Share and collaborate intuitively, securely, and in a way that brings you and your customers’ worlds closer together.

CollabSpaces Administration Page

Visit the Administration Page to review the following topics:

  • Repository Configuration
  • Managing External Users
  • Creating Cabinet Groups

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CollabSpaces Knowledge Base

Visit the CollabSpaces Knowledge Base to review the following user topics:

  • Interface Overview
  • Workspace Actions Impact
  • Accessing CollabSpaces in Other NetDocuments Applications
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Support Resources Available For You Anytime, Anywhere

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Attorney Collaboration Guide

Download this definitive guide to attorney collaboration to learn key initiatives and communications strategies to strengthen relationships.

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