NetDocuments Integration
You can enable NetDocuments in your firm settings so that each SurePoint Pro user can connect their individual NetDocuments account to manage documents and enable document automation.
We recommend reading the Setup NetDocuments for SurePoint Pro article for guidelines on configuring your repository and cabinet to work best with SurePoint Pro.
Enable NetDocuments For Your Firm
In the top right corner, select the down arrow next to your name
In the navigation menu, select "Firm Settings"
On the Firm Settings page, click the "Integrations" tab
Under NetDocuments, click the "Settings" button
Click the "Connect" button
You will be redirected to the NetDocuments website and be prompted to login
Login to NetDocuments
You should see a message that says "SurePoint Practice Pro would like to connect to your NetDocuments account. Only click Allow for applications you trust."
Click "Allow"
You will be redirected back to the SurePoint Pro integrations page
Click the "Edit" button
Under "Repository/Cabinet", select your Repository and Cabinet to use
Under "Client Profile Attribute", select your profile attribute to link to clients
Under "Matter Profile Attribute", select your profile attribute to link to matters
Under "Matter Type Profile Attribute", select your profile attribute to link to matter types, also known as practice areas or case types
Under "Matter Sub-Type Profile Attribute", select your profile attribute to link to matter subtypes
Under "Jurisdiction Attribute", select your profile attribute to link to jurisdictions
Toggle the "Sync Reviewers" button to sync your document reviewers. When enabled, the button will be blue, and then you can configure the sync options:
Toggle the"Send Matter Closed Date" button if you would like to send the "Closed At" date to the NetDocuments profile attribute for specific matters when they are closed by a law firm member.
Toggle the "File Merged Documents In Folder" button if your cabinet has the NetDocuments "Force filing in a folder" setting enabled, or if you want documents created from Document Blueprints to be saved in a folder inside the matter workspace instead of directly in the workspace. When enabled:
Enter a "Merged Documents Folder Name". The default is "practice_pro_merged_documents". The folder is created in the matter workspace the first time a document is created.
The folder name cannot be blank, cannot be longer than 255 characters, and cannot contain any of these characters: \ / : * ? " < > |
When this setting is off, documents created from blueprints are filed directly in the matter workspace.
Note: If your cabinet requires folder filing and this setting is off, NetDocuments will reject new documents.
Click "Save"
Click the toggle button that is shaped like a circle on a line to enable
The toggle button should now be blue
NetDocuments should now be enabled
You can now start using NetDocuments to store Document Blueprints and Client and Matter-specific files.
Let us know if you have any questions!