Below are some resources that can help you if you have questions about NetDocs. You can also find all of these on our P:/ Drive >> \\CDF-FS01\public\07 FIRM\Training\NetDocs
TRAINING VIDEOS
In Session A, we covered: logging into NetDocs, navigating the Home Page and NetDocs, uploading files, and we did a brief overview on searching for documents.
In Session B, we covered: working from Microsoft Word, working from Outlook, moving documents in NetDocs, and customizing some Home Page options.
Session A |
Session B |
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USER GUIDE
If you want to have a complete NetDocs user guide, please see the attached file. It has everything you will need to know to use NetDocs.
FOLDER STRUCTURE
Please refer to this link to access the folder structure document:
[DRAFT] NetDocs Client-Matter Folder Structure.docx |