When you obtain a NetDocuments account, you will be given what is called a Repository and at least one Cabinet. The Repository is the place where your Administrator defines and maintains your customer account information along with users associated with the account and other configuration information.
The Cabinet is where your documents are stored. It also contains information accessed and maintained by the Cabinet Administrator as to who can access the cabinet as well as other configuration information for the documents in the cabinet.
The NetDocuments account can be setup by the Administrator by defining a folder structure for the document organization. If your cabinet is the Professional cabinet, the cabinet would normally use Workspaces in addition to defining a cabinet folder structure for documents outside of the Workspace organization.
Check out the articles below and watch the associated videos to learn more. The Workspaces vs Cabinet Folders article will help you understand the differences and benefits of using workspaces and cabinet folders or just cabinet folders and how you should define them.
Help is organized so that if you choose to only use cabinet folders, you can refer just to the Cabinet Folders section. All of the information to use NetDocuments is described under the Workspace or Cabinet Folders section. You can also search for any topic in Help.
To learn how to use NetDocuments,
- Watch the provided Videos and then review the Training Guides to get you up to speed.
- Review the Support Resources section to learn how to obtain more resources to maximize your NetDocuments usage.
- Use the Setting section to setup one time personal settings
- If you are an Administrator, review the Administration and Reference section to learn how to setup and manage the NetDocuments account.