Legal Document Management: Updates to NetDocuments Make your Life Easier!

Updates to NetDocuments Make Your Life Easier

Many fantastic software updates go unnoticed because they are subtle.  This month, we want to highlight five features that you will find useful.

Drag & Drop:  Users can now drag an item from the desktop and drop it on a document in the List View to create a new version of the document.Drag and Drop in NetDocuments

Endless Scroll: Users can now expand the full header after scrolling, exposing the Cabinet logo, the Search bar, and the Personal menu. After the header has been collapsed, just hover over the blue Navigation Bar to expand the header without scrolling to the top. Click the Expand icon in the lower right to scroll to the top of the list and expand the header.

Go to Workspace: Entering an exact match in the fields will take precedence.

Go to Workspace in NetDocuments

Summary View: Summary View now contains check boxes which allow users to select and act upon multiple documents at a time. This new functionality allows users to select documents and utilize the Power Bar. Users can also select and drag and drop multiple items, within Summary View or to the Navigation Pane.Summary View in NetDocuments

List View: Users can now display unlimited columns in List View. A newly designed List View Display dialog allows users to select and reorder list view columns.

For more information about these five updates to NetDocuments or legal document management in general, call us at 877-676-5492 or request a consultation


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Paul Unger

Written by Paul Unger

Paul is an Affinity Partner and law practice consultant with a passion for teaching attorneys how to use technology and how to automate their practice. He teaches and coaches lawyers how to be more efficient with time, task, document & email management, and just as important, distraction management by offering customized time management workshops for lawyers and their staff throughout North America. He helped modernize the use of courtroom technology and is an expert in paperless office strategies and document management. He is also an author of numerous books, manuals, and articles. Paul is a national speaker and frequent lecturer for CLE programs.

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