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 Practice 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.

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