NetDocuments Integration
You can enable NetDocuments in your firm settings to allow each ZenCase user to connect their individual NetDocuments accounts for managing documents and for document automation.
We recommend reading the Setup NetDocuments for ZenCase article for guidelines on configuration options for your repository and cabinet to best work with ZenCase.
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 "ZenCase would like to connect to your NetDocuments account. Only click Allow for applications you trust."
Click "Allow"
You will be redirected back to ZenCase 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 if you need to sync your document reviewers. When enabled, the button will be blue, 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
You can now start using NetDocuments to store Document Blueprints and Client and Matter specific files.
Let us know if you have any questions!