Integrate with NetDocuments for file management right within SurePoint Pro. The NetDocuments platform allows you to manage, collaborate, and share content in one secure location to improve workplace productivity and ensure sensitive information is never lost or in the wrong hands.
NetDocuments is a cloud-based document and email management service that provides enterprise-level security, mobility, disaster recovery, and collaboration solutions for organizations with high data security requirements. Read about their security compliance on their Compliance and Due Diligence Documents page.
Once you have your file management account on NetDocuments, we'll need to authenticate it with SurePoint Pro.
Connect Your NetDocuments Account With SurePoint Pro
In the right-hand side, click your name to access the navigation menu. Then click "Account".
On your member profile page, click on "Integrations" tab
Under NetDocuments, click the "Connect" button
You will be redirected to the NetDocuments website and be prompted to login
Login to NetDocuments to confirm that you want to integrate with SurePoint Pro
You will be redirected back to Practice Pro integrations page
You will see that you are now connected with NetDocuments and you can disconnect at any time.
You can now start using NetDocuments to manage your documents and files right within each client and matter in SurePoint Pro.
Let us know if you have any questions!