NetDocuments

About NetDocuments
NetDocuments is a web-hosted, Software-as-a-Service (SaaS) document, email and records management service. Servicing small to large organizations in over 146 countries worldwide and 78,000 registered users, NetDocuments offers a comprehensive suite of features to manage the entire life cycle of document work and collaborate with others, anywhere, anytime. By offering it as a hosted application, customers benefit by enjoying universal access to their documents from any Internet-connected device, including a Blackberry® or Treo®, full integration with Microsoft® Outlook and business continuity services built-in.
NetDocuments allows you the freedom to access and work on your documents anywhere. Get to the Internet and login to all your documents. Create, edit, share and collaborate with others. Organize into folders based on clients or projects. Search the content of your Word, Excel, PowerPoint, PDF's, and emails. Have the peace of mind knowing your work is backed up and secured in world-class data centers.
Small to large businesses, law firms, financial service firms, health care and real estate organizations can save tens of thousands of dollars by eliminating the hardware, system and client software, and ongoing administration of on-premise systems. It's easy to get started. Simply contact us today to request a fee demo.
Collaborate and work together beyond email - Employees and external people across diverse locations come together to share knowledge and work in secure, online workspaces or data rooms. Use the Internet to connect and be connected. Become immediately productive. As documents and emails are always at the center of our communication and business activity, having NetDocuments as a core Internet platform for your business processes ensures a high level of security, protection, and capabilities to complete your tasks and increase client loyalty without the hassles of technology getting in the way.
The air is cleaner and the sky is bluer - Cloud computing is IT anywhere. It's removing the barrier and costs of on-premise hardware, system software, out-of-date software, and business continuity risks. Just as phones, electricity, and ecommerce are all services in the cloud, your business and its processes driven by technology can also be delivered as services in the cloud. NetDocuments can easily help you migrate your documents and connect your Outlook to get you Internet-ready. Imagine anytime, anywhere access to all your document work. But the real value is connecting your clients, customers and partners and delivering value to them.
Over 20 years experience - Who is NetDocuments? We have over 20 years experience in developing document management applications, including the 10 years since NetDocuments was established. With our expertise in servicing major law firms, we know how critical it is to secure your intellectual assets, to guarantee 99.99% uptime and availability of your information, and to protect it from disaster. That is why we have two world-class data centers, housing over 50+ million documents across 75,000 users, 400+ customers in over 125 countries worldwide.
Key benefits of NetDocuments
Key User Features
Includes all basic DMS features - Globally accessible from any Internet-connected device including smart phones. Check in-out concurrency control, version control, customizable profiling, history, permissions, full-text and profile searching, navigational folders, recently opened/edit/added lists, etc.
Matter-Centric Workspaces - Template-based and very scalable. Set automatic document type foldering and transparent profiling organization. Drag and drop support, external sharing capability, mashups supported, and dynamic discovery search analysis.
Collaboration- Email notifications, email in/out, threaded discussions, calendaring, global sharing, password management, activity tracking, branding, external user administration and setup. Multiple sharing choices via NetBinders, Workspaces or Cabinets for small, simple collaboration to large document repository extranets.
Email Management - An add on service displaying folders and workspaces within MS Outlook for filing and archiving. Single instance storage, move/copy from Outlook, email search and Workspace views within Outlook. Outlook Save and Insert buttons also available and email to folders supported. Email from NetDocuments is MAPI-compliant supporting MS Outlook, Lotus Notes or Novell GroupWise.
Personal home page - Create your own sections and shortcuts, including web links to your favorite documents, folders, web sites for quick access.
Mobile access - Access, view, search, and email your documents from any PDA or smart phone.
Administrative Features
Active Directory Authentication - When users are authenticated via a Local LAN-based Active Directory service, they can set a flag for an Automated User Login process.
MS Office Integrations - Application integration to create new documents from within NetDocuments is supported. Optionally, File New, Open and Save menu integrations within MS Office and WordPerfect are available. Leading third-party document automation packages support NetDocuments.
Access Control Rights - Security rights can be set at the cabinet, folder, profile or document levels. Security templates are supported.
Profiles - Customized profiles can be created for author, client, matter, doc type, practice area, and any others requested. Attribute fields can be text, date or notes fields. Fields can be required, have validation lookup tables, related and security, matter closing and records retention policies can be based on a profile field. Profile templates per user are supported.
Workspaces - Multiple Workspace templates, such as practice areas, can be set up with a predefined set of folders or categories created. Document type can automate the creation and population of folders, and pre-populated My Matters list can be uploaded for users. External users can access workspaces with special features associated.
Web Services - SOAP-based API's are freely available for developing integrations and connecting to other legacy applications.
Reporting - User and document activity logging is available as an add-on service. Login activity report is also available. Folder and document histories can be viewed and printed.
Records Retention Policies - Included with NetDocuments Professional. Profiling is required to create and execute policies on matter closings, document type retentions or any other profile values.
NDSearch Analysis - Add on Service. Refer to NetDocuments NDSearch datasheet for further details.
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Reviews
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- Industry: Law Practice
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
NetDocuments
Reviewed on 2023/07/12
Pros
Super easy to access documents anywhere that you have an internet connection. That's almost as good as using Google!
Cons
Sometimes finding the documents you need can be challenging.
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
NetDocs: the Law Firm organizer!
Reviewed on 2023/11/28
Overall, we love netdocuments. It has been easy to train and implement and we have run into very...
Overall, we love netdocuments. It has been easy to train and implement and we have run into very little major issues.
Pros
Ease of use, link system and functionality.
Cons
Slow file upload with large batches, search function can be tricky.
Alternatives Considered
iManage Records ManagerReasons for Switching to NetDocuments
Better overall functionality and integration.- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 3.0 /10
Netdocs is a work in progress in my humble opinion
Reviewed on 2024/08/19
The folks that I have interacted with at Netdocs have been wonderful to work with. That would...
The folks that I have interacted with at Netdocs have been wonderful to work with. That would include the sales team and the support team. I was not happy with the third party contractor recommended by Netdocs who transferred all our data from Worlddox to Netdocs, however, all Netdocs employees have been great. As far as the software itself, it is my belief that it will eventually be a good product, but that a lot of work is needed to get it to the point where I could recommend it to others.
Pros
It is a pretty decent document management program from smaller documents. Would be great for a transactional firm. Support is pretty decedent when they get in touch with you. Usually within a few hours after leaving a support request. Security is great.
Cons
We have had a lot of problems downloading larger videos which were copied over when we shifted from Worldox to Netdocs. We have a dedicated bandwith (fiber over ethernet) which is pretty fast and is symmetrical. Unfortunately, as a PI Firm, larger videos are a very common part of out practice. In addition to the issues with timing out when trying to download larger files, the cost of storage seems to be pretty high. We received a warning about our space utilization shortly after started using their product. Part of the problem that I do not think they advertise is that their OCR creates a second version of the document in order to work. It is my understanding that this doubles the amount of space on their server needed to store your document. I would suggest that whoever gets Netdocs takes the time to confirm whether or not this is the case, and consider this into your cost analysis. Again, if you are not storing larger files, I believe you will be fine. My guess is that Netdocs will address many of these issues, but for now, still experiencing a lot of problems.
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
NetDocuments - document management that works
Reviewed on 2024/11/08
Seamless efficiency improvements are what NetDocuments can achieve, if you work in a legal practice...
Seamless efficiency improvements are what NetDocuments can achieve, if you work in a legal practice and need document storage and management. Also note that it works best integrated with Microsoft products in my opinion.
Pros
Netdocuments makes document saving, editing, and storage a far more efficient process.
1. Making changes to a document saves a new version and leaves an audit trail, so you can see previous versions and who edited what
2. You can share external links to netdocuments files, which is very helpful
3. The organisation of documents is done very well. The folder structure is easy to read and navigate
4. The integrations with Microsoft products are done very well. It's completely seamless and integrates into my workflow perfectly
Cons
1. The service goes down occasionally, but this is usually resolved quickly
2. To my taste, the UI is a bit clunky in places and things can be hard to search for.
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Best document management system
Reviewed on 2021/04/29
Pros
NetDocuments is very intuitive for most employees. Has all of the core features of document management implemented very well. It is fully cloud based, so it takes off our mind all of the duties of archiving.
Cons
Some flexibility is missing. Several features are not completely implemented, so they sort of work but require workarounds. They could take a key from the competition on several UI design choices.
NetDocuments FAQs
Below are some frequently asked questions for NetDocuments.Q. What type of pricing plans does NetDocuments offer?
NetDocuments offers the following pricing plans:
- Free Trial: Not Available
Contact NetDocuments for pricing information.
Q. Who are the typical users of NetDocuments?
NetDocuments has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does NetDocuments support?
NetDocuments supports the following languages:
Arabic, Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Traditional Chinese, Turkish, Ukrainian
Q. Does NetDocuments support mobile devices?
NetDocuments supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does NetDocuments integrate with?
NetDocuments integrates with the following applications:
Actionstep, Bill4Time, CARET Legal, Clio, CosmoLex, Duo Security, Litera Compare, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, OneLogin, OnitX CLM, RazorSign, Redtail CRM, TimeSolv, Xakia
Q. What level of support does NetDocuments offer?
NetDocuments offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat
Related categories
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