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User: Connect To NetDocuments To Manage Files
User: Connect To NetDocuments To Manage Files

How To Connect To NetDocuments In ZenCase To Manage Files For Your Clients And Matters

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

Integrate with NetDocuments for file management right within ZenCase. 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 ZenCase.

Connect Your NetDocuments Account With ZenCase

  •  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 Box to confirm that you want to integrate with ZenCase

  • You will be redirected back to ZenCase 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 ZenCase.

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