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
Use the industry’s leading cloud-based document management system to increase productivity, collaboration, organization, and security.
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.
ndMail offers a seamless Microsoft Outlook experience by intelligently and securely saving, filing, and managing your emails.
Visit the ndMail Administration Page to review the following topics:
Learn how to configure options that allow you to:
Access the ndMail Knowledge Base to review the following user topics:
Make your document searches smarter and more efficient by digitizing and indexing content from scanned documents or photos.
To implement OCR, you must first configure the service account user. As a result we’ve added an additional user license to your account at no extra charge. Below are additional resources to help you become familiar with OCR:
Visit the Administration Page to review the following 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 Guide
Automate time-consuming manual processes by adding UI flows and robotic process automation to NetDocuments.
The NetDocuments Connector for Power Automate provides access to 58 NetDocuments API calls. This allows Power Automate flows to take actions on the workspaces, folders documents, users, and groups in your NetDocuments repository. With this tool, you can create WorkSpaces and CollabSpaces, add users to a repository, create groups, add to a cabinet, and more.
Joint NetDocuments and DocuSign users who utilize the DocuSign eSignature product can now take advantage of the new NetDocuments DocuSign integration. This integration will allow users to send documents for signatures using DocuSign and have the documents automatically uploaded into NetDocuments once signed. This is available with the NetDocuments ORGANIZE solution.
Joint NetDocuments and DocuSign users who utilize the DocuSign eSignature product can now take advantage of the new NetDocuments DocuSign integration. This integration will allow users to send documents for signatures using DocuSign and have the documents automatically uploaded into NetDocuments once signed. This is available with the NetDocuments ORGANIZE solution.
A basic overview of a DMS, get this whitepaper to learn why a strong DMS is the backbone of any firm, including 4 unique perks of cloud-based systems. Plus, discover how your DMS can improve client relationships, work efficiency, and information governance.
Improper management of emails can put a law firm at risk, but luckily, an email management system (EMS) can help.
Download this educational guide to learn how an effective EMS can help your firm stay organized, productive, and scale, plus keys to a successful EMS implementation.
ORGANIZE comes with 4 technologies, including the NetDocuments DMS, ndMail, OCR, and Microsoft Power Automate.
Get the brochure to learn more about each technology included within the ORGANIZE solution today.
