Welcome to PLAN

PLAN helps reduce inbox congestion, keep lines of communication open and active, streamlines workflows and makes teams more efficient and productive.

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.


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

ndThread 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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ndThread Knowledge Base

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

  • ndThread interface overview
  • A how-to guide for using ndThread
View Knowledge Base

Tips and Trips Video

Access the 9-minute User Tips & Tricks video to learn about advance best practices topics including:

  • Searching
  • Customizing Notifications
  • Using direct and group messages
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ndThread Overview Video

This 8-minute Overview video highlights the many features of ndThread.  

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ChatLink enables you to continue working inside the Microsoft Teams interface while enjoying complete access to NetDocuments workspaces and conversations within ndThread to ensure compliance and governance rules while improving product adoption.

Visit the ChatLink download page to follow the step-by-step installation guide.

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SmartView simplifies document reviews by making it easy for multiple users to quickly preview, annotate and have threaded conversations in documents in real-time without ever opening the file.

SmartView Interface Overview

Familiarize yourself with SmartView by reviewing the InterfaceGuide that highlights the following features:

  • Toolbar
  • Advance Search
  • Document Details Panel
  • Versions

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How to Use SmartView

Get started with SmartView by accessing our step-by-step user guide.  You will also learn how to manage versions and use Margin Notes.

View User Guide


Manage your work, where you work. After adopting Tasks, your team will have a clear view into a matter’s status by easily visualizing which steps have been completed, and which are missing—helping your teams spend less time ‘following up’ and more time producing.

Visit the Tasks User Guide to learn how to configure tasks in any Workspace.

Tasks User Guide


Visit the Tasks User Guide to learn how to configure tasks in any Workspace.

Tasks User Guide

Support Resources Available For You Anytime, Anywhere

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Learn how ChatLink integrates the NetDocuments platform with Microsoft teams.

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Learn how easy it is to preview, annotate, share, and mark up documents in real-time without sending an email or downloading a file to desktop.

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Watch how easy it is to build customized workflows within workspaces to track team member’s activities and progress from one convenient location.

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