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Admin: Integrate File Management with NetDocuments
Admin: Integrate File Management with NetDocuments

How To Integrate ZenCase With Your NetDocuments Repository/Cabinet

Christine Clark avatar
Written by Christine Clark
Updated over a week ago


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.
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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

  • 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.
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