In this article, we will show you how you can navigate and use NetDocuments once it is set on your system.
If your firm uses NetDocuments for document storage you can link NetDocuments workspaces to matters and access NetDocuments directly from within the matter screen in Actionstep. Unlike Google Drive and DropBox where these repositories show up as "Drives" in the Actionstep documents page, NetDocuments has its own menu item under Documents so that it can display the native NetDocuments user interface. You can use NetDocuments in conjunction with Actionstep documents or as a complete replacement thereof.
Accessing NetDocuments on your matter
Opening NetDocuments is simple, just go to the Documents icon on your matter and select NetDocument from the resulting menu.
The NetDocments screen for that matter will be displayed.
Linking an Actionstep matter to a NetDocuments matter
You simply link existing matter workspaces in NetDocuments to their corresponding matters in Actionstep. If you don't have a NetDocuments matter workspace you can create one from within the Actionstep matter.
If you have not previously linked a NetDocuments folder to the matter then you can search for an existing, or create a new, workspace and link it to the matter.
It is possible to configure NetDocuments so that you can have clients and matters as separate, dependant levels for your matters. If you have this setup you can search for and link to clients and matters separately.
Using NetDocuments plugins
NetDocuments has integrations with Word and Outlook to help with the saving of documents and emails straight into your NetDocuments account. If you are integrating Actionstep with NetDocuments, we recommend you gain the benefits of these plugins rather than using Actionstep's Office plugin.