We invite you to utilize the following links and information to familiarize yourself with training videos, administrator guides, and setup configurations.
The Deliver solution comes with the option to purchase additional technology add-on's. Click the links below to read more.
SetBuilderCollabSpacesPattern Builder
Customer Welcome Kit
Get started with NetDocuments by downloading our Customer Welcome Kit. We encourage cabinet administrators to share with their users as they navigate the NetDocuments platform.
Our award-winning collaboration technology brings together key activities including conversations, documents, and messaging directly within the NetDocuments cloud platform. Familiarize yourself with ndThread using the following resources.
Visit the ndMail Administration Page to review the following topics:
Access the ndMail Knowledge Base to review the following user topics:
Access the 9-minute User Tips & Tricks video to learn about advance best practices topics including:
ChatLink enables you to continue working inside the Microsoft Teams interface while enjoying complete access to NetDocuments workspaces and conversations within ndThread to ensure compliance and governance rules while improving product adoption.
Visit the ChatLink download page to follow the step-by-step installation guide.
PatternBuilder is a “no-code” app builder that brings standardized processes, streamlined workflows and fast service delivery to document compiling and distribution. As a “no-code” app builder, you don't need to know any code to use this feature. As a native element of NetDocuments, PatternBuilder inherits the workflow, compliance, and security capabilities of our platform.
The PatternBuilder Overview page covers how to easily get started with PatternBuilder from administrative setup all the way through to activating your finished app. Learn about the 8 types of page blocks, how to use variables and elements when creating document automation.
Visit Overview PageReview the PatternBuilder an in-depth how-to guide on building PatternBuilder apps within NetDocuments, as well as all aspects of running an app as an end-user.
How to Use PatternBuilderThe purpose of this guide is to enable users to build the basic foundational knowledge for creating their own PatternBuilder apps. In this guide you will learn to navigate through the PatternBuilder appbuilder and create a basic app.
Download Guide
SmartView’s Margin Notes simplifies document reviews by making it easy for multiple users to quickly preview, annotate and have threaded conversations in documents in real-time without ever opening the file.
SmartView’s Margin Notes Interface Overview
Familiarize yourself with SmartView by reviewing the InterfaceGuide that highlights the following features:
Get started with SmartView’s Margin Notes by accessing our step-by-step user guide. You will also learn how to manage versions and use Margin Notes.
Manage your work, where you work. After adopting Tasks, your team will have a clear view into a matter’s status by easily visualizing which steps have been completed, and which are missing—helping your teams spend less time ‘following up’ and more time producing.
Visit the Tasks User Guide to learn how to configure tasks in any Workspace.
Learn how easy it is to preview, annotate, share, and mark up documents in real-time without sending an email or downloading a file to desktop.
Watch how easy it is to build customized workflows within workspaces to track team member’s activities and progress from one convenient location.
