With NetDocuments’ SetBuilder, merging PDFs into a binder has never been easier. Whether it is for a real estate closing, HR documents for a new employee, an estate plan, or any of a hundred other examples, SetBuilder is the best tool to use. Simply by clicking the Add New Set tab in the workspace, you can create your complete binder in minutes. Let’s go through the process of creating a set so you can see just how easy it is.
Step 1: Create a New Set.
First item to note, SetBuilder is an add-on for NetDocuments and must be enabled in a repository by the NetDocuments Support team. If you do not see the Sets tab, contact your administrator. To turn on SetBuilder for an individual workspace, you must have at least VES rights to that workspace:
- In the Workspace Options drop-down menu, select Customize workspace.
- In the Customize Workspace dialog box that appears, select the Sets check box.
- Select Save Changes.
- One small caveat before you get started, Internet Explorer is not fully supported and there is no guarantee everything will work correctly. Make sure to use Chrome or Firefox instead.
Once it is enabled, go to Add New Set and name it. Click on the Add button to continue.
Step 2: Add Your Documents.
You may add documents outside of NetDocuments through a Drag & Drop method, saving you valuable time, or you can go NetDocuments and copy them into the Set. SetBuilder accepts a variety of file types such as Word, Excel, PDFs, etc. Once in the set, you may change the arrangement by moving the files around, adding headers or numbers (in a wide variety of formats and fonts) to perfect the look you want.
Step 3: Create Needed Placeholders.
If you don’t have all of your documents completed, or you are waiting for something to come in, you may add placeholders to plan which document you need in a category and have a place for it when you are ready to add it. This is a great way to hand off the set to a co-worker as well if they are collaborating.
Step 4: Create the Binder.
When all documents are ready for publishing and the fields are filled in, click Generate Binder. That’s it! SetBuilder will compile your documents into one PDF document with an optional Cover Page and/or Table of Contents. You can simply email a client the link through NetDocuments, or send it internally to a co-worker.
If this is something you do routinely do in the course of your day, you can clone this set to create a template. Once a template is created, you will spend even less time creating these binders and will able to fill your working hours with more productive tasks. You can also share these templates with coworkers to ensure everyone has the right tools and look for the job at hand. The first time I saw this feature, thanks to the user-friendly layout, it took me five minutes to learn and another five minutes to create my first binder.
Not only is NetDocuments a premiere document management system, but now they have added a proactive tool that lets you utilize those documents and save yourself from hours of tedious work! For more details about SetBuilder or creating binders, reach out to the Document Management Team at Affinity by calling 877-676-5492, or simply request a consultation. We are always happy to talk to you about you and your firm’s needs and the best tools to meet them.
