Welcome to PROTECT

Protect adds additional controls and protections that extend NetDocuments’ native, award-winning security capabilities. These tools that allow you to create and apply security policies across your organization, guard against unauthorized exfiltration, and create a robust security framework.

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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Data Loss Prevention (DLP)

Keep your sensitive data and documents safe from unauthorized use. Apply policies to protect your information at the cabinet, attribute, and document levels.

DLP Administration Page

Visit the DLP Administration Page to review the following topics:

  • Accessing Security Center
  • Creating Classifiers
  • Creating Policies
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For Administrators: DLP Setup Guide

There are multiple ways to apply and combine settings to DLP Classifiers and Policies. Each scenario is in the setup guide.

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Additional Downloads

You can also download the DLP Guidelines for Applying DLP to Your Company.

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Workspace Security Manager (WSM)

Allow authorized users to create, edit, and apply security policies to content in their NetDocuments workspaces. This makes it easy to build ethical walls around specific content and maintain granular need-to-know security environments.

With WSM, you can create and apply security policies to workspaces by adding users and groups, assigning the appropriate access rights to them, and adding additional controls as needed. Controls are powerful yet simple ways to set additional security elements like ethical walls or need-to-know security policies.

Support Resources Available For You Anytime, Anywhere

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Solutions Brochure

Learn what is included in PROTECT along with other solutions offered at NetDocuments.

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PROTECT Brochure

Get a deeper look into the various technologies included with PROTECT.

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Data Loss Prevention

Discover how Data Loss Prevention works plus key benefits of this technology included with PROTECT.

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