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 BuilderCustomer 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.
Keep your sensitive data and documents safe from unauthorized use. Apply policies to protect your information at the cabinet, attribute, and document levels.
Visit the DLP Administration Page to review the following topics:
There are multiple ways to apply and combine settings to DLP Classifiers and Policies. Each scenario is in the setup guide.
Learn more about key security, governance, and compliance solutions available in the NetDocuments platform.
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.
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 what is included in PROTECT along with other solutions offered at NetDocuments.
Discover how Data Loss Prevention works plus key benefits of this technology included with PROTECT.