Article ID: 9232

Setting Up the NetDocuments Link

Take the following steps to set up NetDocuments at the Program Level:

  1. Click File on the menu bar and select Setup, General, and Program Level to open the Program Level Setup window.
  2. Click Links.
  3. Click Doc Management.
  4. Click to check the Activate Document Management box.
  5. Select NetDocuments from the Select Document Management Link drop-down list.
  6. Click OK to close the Program Level Setup window.
  7. Click File on the menu bar and select Setup, General, and User Level to open the User Level Setup window.
  8. Click Links.
  9. Click Doc Management.
  10. Click to check the Activate Document Management box.
  11. Enter your NetDocuments user name in the Login User Name field.
  12. Enter your NetDocuments password in the Login Password field.
  13. Click Test Document Management Link.
    NOTE: If the test fails, verify that your user name and password are correct.
  14. Click OK to close the User Level Setup window.
  15. Click File on the menu bar and select Setup, General, and Program Level to open the Program Level Setup window.
  16. Click Links.
  17. Click Doc Management.
  18. Click Set Options to open the NetDocuments Link Options window.
  19. Click Add to open the NetDocuments Cabinet Configuration window.
  20. Select a cabinet from the NetDocuments Cabinet drop-down list.
  21. Select a cabinet folder from the Cabinet Folder drop-down list.
  22. Click to check the Default Cabinet box if you want to make this the default cabinet.
  23. Click Next to open the Select Linking Field for Contacts window.
  24. Select a profile field for the contact number from the Contact Number Field drop-down list.
  25. Select a profile field for the contact name from the Contact Name Field drop-down list.
  26. Click Next to open the Select Linking Field for Matters window.
  27. Select a profile field for the matter number from the Matter No Field drop-down list.
  28. Select a profile for the matter reference from the Matter Ref Field drop-down list.
  29. Click Next to open the Match Profile Fields window.
  30. Select a NetDocuments Profile Field and a LexisNexis Total Practice Advantage Profile Field.
    NOTE: The field matching is optional, but if you do not match these fields, you will not be able to view, create, and manage NetDocuments files directly from the Contact and Matter record forms in the LexisNexis Total Practice Advantage™ software.
  31. Click Match to match the two fields.
  32. Repeat steps 30 and 31 for all fields you want to match.
  33. Click Next to open the Profile Extension Complete window.
  34. Click Finish to close the Profile Extension Complete window.
  35. Repeat steps 19-34 to setup additional cabinets.
  36. Select one of the following options:
    • Prompt for NetDocuments cabinet - Prompts for the NetDocuments cabinet everything you link to NetDocuments.
    • Always use the Default NetDocuments cabinet - Always uses the cabinet set as the default. This option is only available if you set one cabinet as default.
  37. Click OK to close the Program Level Setup window.