Category: Working with NetDocuments
NetDocuments makes it easy to save and upload documents from your computer into the platform. Whether you are adding a single file or uploading an entire folder of documents, the process is straightforward.
Uploading from the Web Interface #
- Navigate to the workspace or folder where you want to upload the document.
- Click the Upload button (typically shown as an upward arrow icon) in the toolbar.
- Select the file or files from your computer.
- NetDocuments will upload the documents and automatically assign them to the current workspace.
- Once uploaded, you can edit the document profile to add metadata such as document type, author, and matter number.
Uploading from ndOffice #
If you have ndOffice installed, you can also save documents directly from Microsoft Word, Excel, or PowerPoint into NetDocuments. Open the document in your Office application, go to File > Save As, and select your NetDocuments location.
Supported File Types #
NetDocuments supports most common file types including Word documents, PDFs, Excel spreadsheets, PowerPoint presentations, images, and more.
Tips #
- Use meaningful file names before uploading so documents are easier to find later.
- Always verify the workspace and folder before uploading to ensure the document lands in the correct location.
- If uploading a large batch of files, consider doing it during off-peak hours for faster upload speeds.
Need help getting your team up and running on NetDocuments? HFSM Technology provides implementation, training, and ongoing support for Canadian law firms. Visit hfsm.ca to learn more.
