This section contains all the information needed by a Repository and Cabinet Administrator and users to download client software.
An Administrator should use the articles below to design the Repository and Cabinet. It is also used to add users, groups, security, custom profiles, define the workspace templates, enable certain functions and determine various settings related to the usage of the NetDocuments account.
These articles will assist you in setting up each component of your repository and cabinet.
This section also contains sample Profile tables to help you define and setup your custom profile values.
Administrators can also access tools to upload documents and setup a Local Document Server if that option was purchased.
API Programming Tools are available on the NetDocuments Marketplace in the left column for anyone who wishes to write programs to integrate with the NetDocuments Service,
Administrators and Users can also download client software to use for EMS Profller and EMS Folders as well as integration add-ins.
Help Category Listings
Repository Administration
- Repository Administration
- Repository Information and Billing
- Adding Member Accounts and Groups
- Profile Validation
- Define Profile Attibutes
- Sample Profile Tables
- How to Add a New Profile Value (Client/Matter)
- Upload Favorite Workspaces
- Setting a Repository Default List View
- Consolidated Logging
- Advanced Authorization Setup
- Add-on Search
- Configuring Echo at the Cabinet Level
- Web Folders
Cabinet Administration
- Cabinet Administration
- Workspaces vs Cabinet Folders
- Access List Modification
- External User Access
- Workspace Template
- Add Cabinet Folder
- Quick Folder Profiling