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.
SetBuilderCollabSpacesPattern Builder
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.
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.
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.
Access the SetBuilder how-to guide to review the following user topics:
The seven-minute overview video demonstrates how to collect and bundle documents from a Workspace.
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:
CollabSpaces Knowledge Base
Visit the CollabSpaces Knowledge Base to review the following user topics:
PatternBuilder is a “no-code” app builder that brings standardized processes, streamlined workflows and fast service delivery to document compiling and distribution. As a “no-code” app builder, you don't need to know any code to use this feature. As a native element of NetDocuments, PatternBuilder inherits the workflow, compliance, and security capabilities of our platform.
The PatternBuilder Overview page covers how to easily get started with PatternBuilder from administrative setup all the way through to activating your finished app. Learn about the 8 types of page blocks, how to use variables and elements when creating document automation.
Visit Overview PageReview the PatternBuilder an in-depth how-to guide on building PatternBuilder apps within NetDocuments, as well as all aspects of running an app as an end-user.
How to Use PatternBuilderThe purpose of this guide is to enable users to build the basic foundational knowledge for creating their own PatternBuilder apps. In this guide you will learn to navigate through the PatternBuilder appbuilder and create a basic app.
Download GuideLearn how the Set Builder can make your team more efficient by utilizing real-time team communication, task management, and collaborative document annotation that are all required for successful matter-or project-management.
Download this definitive guide to attorney collaboration to learn key initiatives and communications strategies to strengthen relationships.
