If you're unable to link a matter to NetDocuments, the first step is to confirm whether the contact associated with the matter is connected in the system.

You can do this by navigating to the contact's profile and checking their connection status. If the contact isn't connected, try reconnecting them manually.

Sometimes, special characters like quotation marks (") or a comma (,) in a contact or matter's number or name can interfere with the integration betweenPractice Pro and NetDocuments.

Solution: Remove any special characters (like \ , / , > , < , : , * , " , ? or | ) from the subject's name, save the changes, and try linking the subject to NetDocuments again.

After making the necessary changes (e.g., connecting the contact or fixing any name formatting issues), retry the linking process. This should resolve the error.

Navigate to Firm Settings within the Practice Pro app.

Go to the Integrations section.

Select NetDocuments, and review the options at the bottom of the page.

Use the appropriate setting to re-link the desired matter to NetDocuments.

If the contact is connected but the matter still won't link, navigate to NetDocuments and verify that the contact is listed correctly. Ensure there are no discrepancies between the contact information in Practice Pro and NetDocs.

If the contact is missing or misconfigured in NetDocuments, resolve it there and then attempt to link the matter again.

If you can't see the contact or matter in NetDocuments, it's possible that you may not have the necessary permissions to create or link matters. Contact your firm administrator if needed