Printing Reports or Lists in NetDocuments

If you need to print a list of documents, or generate an Excel spreadsheet listing documents from a search result or from matter folder, you can do this through the Print List function in NetDocuments. Go to the desired Workspace, folder, or run your search to display the desired documents, and then follow these steps:

  1. From the list heading (in this example, it is a Search Results heading), select the dropdown arrow located to the right of the name.
  2. Select Print List.Print List function in NetDocs
  3. Select the desired format. A Formatted report will generate a printable PDF. I generally recommend an Excel file with Links because that generates an Excel spreadsheet with URL hyperlinks to each document. Once in Excel, you can format the report any way that you want.
  4. Select the delivery method.
  5. Select the desired fields/columns that will appear in your report.
  6. Finally, select OK to generate the report.Create Document List for Print List in NetDocs | Legal Document Management

If you have any questions about printing lists or reports in NetDocuments or any other document management questions, we're here to help! Contact the Document Management Team at Affinity by calling 877-676-5492, or simply request a consultation. 

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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