How do I set up NetDocuments?

  • Updated

These steps walk you through some updates that will need to be made in your NetDocuments account, so you can access files stored in NetDocuments through your CARET Legal account.

Setting Up a Profile

  1. In the Admin section of your NetDocuments account, select the hamburger menu icon (three horizonal lines) in the upper-left corner.

  2. Click Profile Attributes from the drop-down menu that displays.

  3. Click Create and add an attribute for "Client" (must use lookup table):

  4. After creating the Client profile attribute, add a profile attribute for "Matter" (this too requires “use  lookup table”, and should set "Link to parent" to Client)

  5. Additionally create a Profile Attribute for Responsible Attorney, Practice Area and Location. All should be of type Text and Use lookup Table.

  6. The steps below are required for any Cabinets you wish to use in CARET Legal.
    • At the top left, click on Define workspace templates.
      • Select Matter for Base workspaces on this attribute.
      • Select the Enable workspaces in this cabinet checkbox.
      • Click Save Templates.

Integrating within CARET Legal

Each user will need to integrate his/her individual account with NetDocuments.

To enable the Integration:

    1. Click the down arrow at the top right and select My Settings from the drop-down menu.

    2. Scroll down in the User Settings modal to the User Preferences section, then click Enable Integration.

    3. You are prompted to supply your NetDocuments Username/Password.

      Please note this only needs to be done once!
Creating New Workspaces

This integration allows users to create a matter in CARET Legal, as well as a workspace in NetDocuments and have the two linked with a single click.

  1. Open a New Matter dialog in CARET Legal and complete the fields. Required fields are marked with a purple bar.
  2. Select the  MAP MATTER TO NETDOCUMENTS checkbox on the lower right-hand side.
  3. Select a CABINET from the drop-down list.

  4. When the process is complete a NetDocument tab displays in the Matter Details. The Workspace for that Matter appears under the tab.

Linking Existing Workspaces to Matters

To integrate an existing Workspace in NetDocuments with an existing CARET Legal Matter:

  1. Click the NetDocuments tab in the Matters Details and enter or select an option from the drop-down lists in the CABINET and WORKSPACE fields.

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