Welcome to ORGANIZE

Enjoy getting the core capabilities you need to reach new levels of productivity—including document management, email management, and optical character recognition (OCR).

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

NetDocuments

Use the industry’s leading cloud-based document management system to increase productivity, collaboration, organization, and security.

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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NetDocuments

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.

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NetDocuments Email Management example on a laptop computer screen

ndMail

ndMail offers a seamless Microsoft Outlook experience by intelligently and securely saving, filing, and managing your emails.

ndMail Administration Page

Visit the ndMail Administration Page to review the following topics:

  • Administration setup and configuration
  • Server-side setup requirements
  • Client-side configurations for admins
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Overview Video

The five-minute overview video demonstrates how to:

  • File emails using folder mapping
  • File Emails using predictive mail filing with AI
  • View and search content stored in NetDocuments
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ndMail Knowledge Base

Access the ndMail Knowledge Base to review the following user topics:

  • ndMail interface and navigation overview
  • A how-to guide for using ndMail
  • Step-by-step user tips
View Knowledge Base

Optical Character Recognition (OCR)

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:

OCR Administration Page

Visit the Administration Page to review the following topics:

  • Administration setup and configuration
  • Server-side setup requirements
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Microsoft Power Automate Connector

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.

Support Resources Available For You Anytime, Anywhere

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Definitive Guide to Document Management

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.

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Definitive Guide to Email Management

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.

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ORGANIZE Solution Brochure

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.

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