Hints and Tips

Netdocuments - document ID footer first page
This unfortunately is a limitation with Netdocuments (ND) stamp setting "footer every page" - it will always overwrite your document's f...
Thu, 6 Dec, 2018 at 8:56 AM
Saving PDF to NetDocuments
To save PDF documents within NetDocuments. You will need to save the document on your local computer and then add to NetDocuments. Go to the Project...
Mon, 11 Nov, 2019 at 9:46 AM
Can not access NetDocuments with Actionstep or Can not Create New Matters from Actionstep to NetDocuments
This is generally because of the account being used to connect Actionstep to NetDocuments may have been removed from NetDocuments or perhaps the account...
Sat, 27 Oct, 2018 at 11:50 AM
Deleting or Move Emails once Filed - NetDocuments NDMail
  If you would like to move or delete emails once they are filed you can with NetDocuments NDMail.   Simply click on the COG in the top right hand...
Wed, 14 Nov, 2018 at 4:05 PM
Customise ND Mail & Quick Reference Guide
  Moving the ND Mail Window Click on the grey bar at the top of the ndmail window and then drag and drop on to the ‘Playstation esk! Arrows’ (highlighted...
Thu, 27 Sep, 2018 at 12:01 PM
Changing a Matter Name in NetDocuments when you have Actionstep
If you have changed your matter name and need to update it in NetDocuments you can do this a couple of ways. The first way will be if you have Actionste...
Sat, 27 Oct, 2018 at 8:38 AM
How to check Current Version number of NetDocuments Installed Software
How to check the version of NetDocuments products installed on your computer Click on the windows icon (bottom left corner) - start typing the words &...
Mon, 4 Mar, 2019 at 12:16 PM
Changing the Client on an Existing NetDocuments Matter when using Actionstep
You will need to be an administrator of Actionstep and NetDocuments Repository Administrator to perform these steps Step 1 Change the clien...
Wed, 19 Dec, 2018 at 8:16 AM
NetDocuments not displaying within Actionstep
If you have moved to Office 365 Authentication "Federated Identity" for NetDocuments you may find that NetDocuments does not display within Action...
Fri, 23 Nov, 2018 at 9:33 AM
Mapping Outlook Folders with NetDocuments
With NetDocuments it is possible to map folders within Outlook to NetDocuments. This requires NDMAIL to be purchased and installed as part of your ND subs...
Thu, 30 May, 2019 at 6:19 PM