How Should Client and Matter Numbers Be Formatted for NetDocuments Integration?
To ensure seamless integration between Practice Pro and NetDocuments, it is essential to follow specific formatting rules for client and matter numbers. Proper formatting helps avoid errors and ensures that workspace identifiers match across both systems.
Why Proper Formatting Matters
NetDocuments relies on consistent and compatible workspace identifiers to link with Practice Pro. Incorrect formatting, such as the use of unsupported special characters, can block the linking process and disrupt workflows.
Rules for Formatting Client and Matter Numbers
Use Alphanumeric Characters Only: Stick to letters and numbers for client and matter numbers.
Avoid Special Characters: Do not use the following characters in client or matter numbers: -
\-/-:-*-?-"-|Adopt a Standardized Format: Use the full client number followed by the matter number, separated by a period. For example, the format should look like
CLIENTNUMBER.MATTERNUMBER(e.g.,12345.00001).Ensure Consistency Across Systems: The naming convention in NetDocuments must match the identifier format used in Practice Pro. Any mismatch can prevent successful linking.
Examples of Correct and Incorrect Formats
Correct Format:
12345.0000167890.00002
Incorrect Format:
12345/00001(contains/)67890:00002(contains:)12345*00001(contains*)
Troubleshooting Common Issues
If you encounter issues with linking:
Double-check that no special characters are present in the client or matter numbers.
Verify that the format matches the
CLIENTNUMBER.MATTERNUMBERstructure.Ensure that the identifiers are consistent between Practice Pro and NetDocuments.
By adhering to these guidelines, you can ensure reliable integration and avoid disruptions in your workflow.