NetDocuments Training: Updates to Admin Console

Upates to NetDocuments Admin Console

Recently, as part of the web refresh, NetDocuments changed the admin console.  Here are some of the changes.  The changes are mostly in layout and not in functionality.  Things are laid out in a more logical order and are easier to read and adjust now.

The first change isn’t really a new change, but just a reminder that the Admin navigation panel is now under the Hamburger Icon in the upper left corner (1 in the illustration below), exactly like the user interface.  There is also the ability to pin the navigation bar open (2 in the illustration  below).

On the first tab, “Information and Settings” the same information is presented, but just spread out a bit over the full page instead of in a straight column (3 in the illustration below).  You will find this is the change with most of the Admin console areas.  Same functionality, just presented in a format that is easier to work with.

NetDocuments Admin Console changes

There is now a new Security Center tab to help administer the Encryption Key and FlexStore information if you have that option enabled.

NetDocuments Admin Console security center

Most of the changes have centered around working with the Profile Attributes.  The Profile Attributes page located in the Admin Console is used to create, edit, re-order, and delete profile attributes found within the repository.

Creating a New Profile Attribute

To create a new profile attribute, click "Create".

creating new profile attributes in NetDocsThen complete the pop-up dialog to finish creating the profile attribute. For more information, please review the Help Center article, Define Profile Attributes.

Editing a Profile Attribute

To edit an existing profile attribute or an existing entry in the lookup table for that attribute, hover over the desired attribute and click the "Edit" icon in the corresponding row.

editing profile attributes in NetDocs

Deleting a Profile Attribute

To edit an existing profile attribute, hover over the desired attribute and click the "Delete" icon in the corresponding row. You will be asked to confirm deletion of the attribute by typing "DELETE" into the confirmation dialog.

deleteing profile attributes in NetDocsNote: If the attribute is linked to another profile attribute, you must unlink the attribute before you can delete it.

Download Table

To download the lookup table for an existing profile attribute, hover over the desired attribute and click the "Download Table" icon in the corresponding row. Table will download as a CSV file.

Re-Order Profile Attributes

To change the order of appearance of profile attributes, hover over the profile attribute name, then click and drag the row to the desired location. Then click "Save."

reordering profile attributes in NetDocs

For more information on the updated Admin Console or any other features found in NetDocuments, contact us any time. You can reach us at 877-676-5492, or simply request a consultation. 


Your Roadmap to a Paperless Law Office

Chris Martz

Written by Chris Martz

Chris is a senior consultant whose specialty is working with clients to leverage legal electronic content management technologies in an effort to transition to a more paperless practice. Having previously worked as a systems administrator for a law firm, Chris has the unique ability to couple industry experience with an in-depth understanding of how to apply technology. Chris enjoys working with clients in all areas of law and is adept at findings ways to tailor his communication to the needs of each firm and legal professional. For Chris, it’s not just about selecting and implementing software, he’s also always at the ready to make sure clients understand the systems they have through both hands-on and classroom-based training.

Recent Posts