As legal professionals, we are constantly combining a large number of documents into a single PDF to create closing binders, witness binders, real estate binders, etc. and creating tables of contents. Coming soon, SetBuilder will offer NetDocuments users an easy way to organize these document sets into one set and then send them out as a secure link.
An easy drag and drop interface will allow you to quickly lay out a set of documents as an outline (or checklist) as simple or as complex as needed. Outlines can accommodate multiple levels of hierarchy, flexible numbering systems, and sorting in any order. Documents can even be added as placeholders before they exist and filled in as they are drafted and approved.
Once your documents are finalized, you can combine them with a single button-click into one PDF document. From there you can securely share the PDF straight from NetDocuments.
When the time comes for another project, sets can easily be cloned and re-used.
NetDocuments has not yet set a release date, but in the meantime check out the video below for a preview of SetBuilder.
If you have any questions about SetBuilder, organizing documents or any NetDocuments features, reach out to us any time. Just call us at 877-676-5492, or request a consultation.