NetDocuments for Government

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.

SetBuilderCollabSpacesPattern Builder

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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Security Center

Learn more about key security, governance, and compliance solutions available in the NetDocuments platform.

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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.

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PatternBuilder

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.

PatternBuilder Overview Page

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.

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Using PatternBuilder Apps

Review 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 PatternBuilder

PatternBuilder Quick Start Guide

The 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.

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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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