If your firm uses NetDocuments for document storage you can link NetDocuments workspaces to matters and access NetDocuments directly from within the matter screen in Actionstep. Unlike Google Drive and DropBox where these repositories show up as "Drives" in the Actionstep documents page, NetDocuments has its own menu item under Documents so that it can display the native NetDocuments user interface. You can use NetDocuments in conjunction with Actionstep documents or as a complete replacement thereof.
How It Works
You simply link existing matter workspaces in NetDocuments to their corresponding matters in Actionstep. If you don't have a NetDocuments matter workspace you can create one from within the Actionstep matter.
To access the NetDocuments screen click on the documents icon within the matter and select "NetDocuments"
If you have not previously linked a NetDocuments folder to the matter then you can search for an existing, or create a new, workspace and link it to the matter.
Once the matter is linked you will see the NetDocuments workspace.
Note that NetDocuments has integrations with Word and Outlook to help with the saving of documents and emails straight into your NetDocuments account. If you are integrating Actionstep with NetDocuments, we recommend you gain the benefits of these plugins rather than using Actionstep's Office plugin.
Admin Setup
In order to use NetDocuments your system administrator will need to do the following:
The user that connects Actionstep and NetDocuments needs to be a Repository Administrator and Cabinet Administrator in NetDocuments. The permissions of what Actionstep can create and do will be limited by any permission restrictions on the NetDocuments login.
1. Install the NetDocuments Plugin
Go to our Integrations Page and install the NetDocuments plugin into your Actionstep system.
2. Enter Your NetDocuments Credentials
In Actionstep go to Admin > Plugins > NetDocuments Configuration
3. Select a NetDocuments Cabinet
If you have more than one NetDocuments "Cabinet" then select the one that contains your matter documents.
Note that matters workspaces in NetDocuments can either be identified by a single or double identifiers. Single identifiers will map directly to matter IDs in Actionstep. If you are using a double identifier (Client, Matter) then you will need to link the client contact and matter ID in Actionstep.
Unlinking Matters
If a user accidentally links the wrong workspace to a matter an Administrator can unlink the NetDocuments folder by going to Admin > Plugins > NetDocuments Matter Mappings where you can filter on matters and unlink them. The documents will remain in NetDocuments after unlinking and you can link the same folder to another matter if needed.
Please make sure that your NetDocuments Account is also ready for an Actionstep Integration. You will have to make sure that the 'Client' profile attribute is set in NetDocuments to use 'Lookup Table'.
Recommended setup in NetDocuments
NetDocuments can be customised in many ways (like Actionstep). We recommend that you set it up a certain way to get the best out of the integration with Action but this is not not meant to be a limiting way that you configure you system. You can configure it however suits you best.