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User: NetDocuments Troubleshooting Creating Contacts, Matters, Or Documents
User: NetDocuments Troubleshooting Creating Contacts, Matters, Or Documents

Common NetDocuments Permissions Troubleshooting Solutions With The ZenCase Box Integration

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

Overview

NetDocuments has a variety of security settings which administrators can apply to both the repository and cabinets to restrict access to certain users.

Here are a few troubleshooting tips to ensure NetDocuments is working correctly with ZenCase.

Cannot Create Contact or Matter in NetDocuments

For firm members to be able to create contacts and matters in ZenCase that will automatically upload the contacts and matters into NetDocuments, users will need proper security permissions. Learn more Allowing End-Users to Upload Lookup Tables. Only repository administrators or firm members with the specified permissions will be able to sync contacts and matters between ZenCase and NetDocuments. Otherwise, they will receive an error stating they do not have access to perform the action in NetDocuments.

You will need to contact your NetDocuments firm administrator to configure your permissions in NetDocuments to allow you to manage the lookup tables.

For firm members to be able to create documents in ZenCase that will automatically be uploaded to NetDocuments, users will need to have "Edit" permissions for the cabinet configured in the ZenCase NetDocuments integration settings page.

Your firm administrator will need to review the Admin: Setup NetDocuments For ZenCase guide to ensure the cabinet settings are configured properly. They may also want to review other NetDocuments articles about specific document permissions:

Let us know if you have any questions!

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