NetDocuments Announces Free ’Upgrade to the Cloud’ Offer for Organizations Using iManage, Worldox or OpenText for Document Management

Organizations with 20 to 2,000 Users Can Upgrade From On-Premise Legacy DMS Software to NetDocuments at No Cost until June 30, 2013 LEHI, Utah--(BUSINESS WIRE)--NetDocuments, a leading cloud-computing content management and collaboration service, today announced a free "Upgrade to the Cloud" promotional offer for organizations of 20 to 2,000 users currently using iManage, Worldox or OpenText for enterprise document management.

Cool Tips using the NetDocuments iPad App

An ever increasing number of users are benefiting from the anywhere access to their documents using NetDocuments' iPad or iPhone app, available for free on the Apple App Store for all NetDocuments customers. Here are some tips and ideas that will enhance your experience when using your iPad. Saving email attachments to NetDocuments When you receive an email, the attachment is at the bottom of the email message. When you click on the attachment, you can view it using the iPad HTML viewer built into the iPad. It supports most popular file formats, and after you open the document, you will see at the top right an "Open In" button (arrow coming out of a square). When selected, this button will show all apps on your device that accepts the document file type you've opened, e.g. PDF or DOCX. Assuming you've already installed the ND app, you will see the NetDocuments app as "Open in NetDocuments", which also means saving to NetDocuments. What a great way to save attachments while you're on the go!

NetDocuments Launches 13.1 Release with Secure Document Delivery

LEHI, Utah, Jan 10, 2013 (BUSINESS WIRE) -- --New Version Also Implements Open Source Solr(TM) Search Engine to Enhance NetDocuments' Search Functionality Across 750 Million Documents for Users Across 140 Countries NetDocuments today announced the 13.1 release of its leading cloud-computing content management and collaboration service. This latest release contains more than 20 new and updated features, including document delivery via a secure link and a new search engine.

The Top 5 Reasons to Switch to The Cloud For DM in 2013

The technology infrastructure of midsize and large firms has seen dramatic shifts in recent years. The consumerization of IT, Bring Your Own Device (BYOD) movement, and of course the cloud, has revolutionized the way firms practice law and implement technology. The benefit of this shift is that it enables firms like yours to simply do more with less — more productivity, more mobility, more security, more functionality — plus disaster recovery. All of this costs less, requires less hardware, and involves a lot less hassle.

6 New Year’s Resolutions to Improve Your Clients’ Experience

As we wrap up another amazing year at NetDocuments, we thought we'd open up the blog to one of our friends in the financial services industry. Enjoy, and see you in 2013! By Sheryl Rowling, CPA/PFS CEO, Total Rebalance Expert® I've written other articles about providing excellent client service. So, how can this article provide any new information? Whether the information is new or just a reminder, the New Year ushers in an opportunity to bring our practices to the next level!

Wingate Wealth Advisors Switches From Worldox To NetDocuments and XLR8

Original Release Wingate, a prominent Massachusetts-based financial services firm, has discontinued Worldox, an on-premise provider, and selected NetDocuments and XLR8 as their integrated cloud-based solution for document and client management. Wingate Wealth Advisors announced it has selected NetDocuments and XLR8 as their integrated document, email, and Customer Relationship Management (CRM) platform. "Wingate decided to switch to NetDocuments because of their cloud-based offering and their seamless integration with our CRM system, XLR8, which is built on the platform," Mark Greco, the firm's Chief Operating Officer, stated. "As a firm, we are trying to upgrade our technology by moving many of our key applications from our own servers to the cloud, and NetDocuments fits this strategy perfectly."

On The Road Again: LegalTech NY and TD Ameritrade Shows

NetDocuments is on the road 15+ times during the year to showcase our cloud-based Enterprise Content Management (ECM) service. In January 2013 we have two power-packed events lined up – LegalTech New York and TD Ameritrade's National conference. Since 1999 NetDocuments has offered the legal and financial services industries a leading cloud-based solution for storing, managing, securing and collaborating with content from any Internet connection or device. The service has come a long way since 1999, with 4 releases per year – each release packed with new features and enhancements suggested to us by our customers and partners. So if you're in New York or San Diego at the end of January, be sure to stop by and see the latest innovation in content management technology. Some of the highlights will be the release of the public Document Delivery feature, tighter email management integration with Microsoft Outlook, and improved integration with desktop scanners for a simplified paper-to-digital process.

How to Choose the Right Technology for Your Practice

NetDocuments services some of the world's leading law firms, financial institutions and corporations across the globe. We also have a lot of great channel partners, technology partners, consultants, and friends who add value to the technology space. We're going to take a break for this post and turn the stage over to an expert in the financial services industry. Sheryl Rowling CPA/PFS, is also part of the Virtual Solutions for Advisors (VSFA) group, where financial advisors can go for advice and resources on how to make their financial services practice more efficient and profitable.

The Second Movers Are On The Move

Whether it's Gartner, IDC, GigaOm Research, or The Legal IT Professionals Survey, you can be certain that the question is no longer "is the cloud here to stay?" but has become, "where and for what applications should we implement the cloud-first?"

A Power-Packed Team For Your Financial Services Practice

We talk to a lot of financial services firms every day, and one thing that consistently comes up is the pain and difficulty navigating, balancing, connecting, and integrating the technology dots for at an advisor's practice. The must-haves vs. the nice-to-haves often discourages advisors, since most are not technologists and their local IT company they're using to service their computers doesn't really understand the financial services space.