NetDocuments

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.