One of the most frequent requests that we receive (almost daily) is for help to set a default author when saving, so one does not have to fill out that field every single time an item is saved into NetDocuments. Good news! Now you can, and here are the instructions.
At this point, any new file that you save or upload into that cabinet will have the default value of your name in the Author field.
If you have any questions about setting up a default author or any other NetDocuments functions, you can always reach us at info@affinityconsulting.com or request a consultation. We'd be happy to help!
Paul is an Affinity Partner with a passion for teaching lawyers 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.
Jeff is a Partner with Affinity. Jeff’s expertise ranges from case management, document management to billing and accounting. His career in legal technology has focused on not just helping other attorneys choose the right technology and use it the right way; but also, understanding how to apply it to their daily jobs in the context of their current work process and master business concepts that they can apply to their practice and achieve greater success. Jeff is a frequent author and speaker on a variety of legal technology subjects.