NetDocuments can be connected as a plug-in by your LawToolBox administrator.
Learn more: www.lawtoolbox.com/netdocuments/
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Step 1: Activate
This article will walk you through setting up the NetDocuments Integration with LawToolBox:
- Admin user for LawToolBox sign-in to admin.lawtoolbox.com
- Firm > Manage Plugins > NetDocuments > Activate
- Firm > Firm Settings > Turn off SharePoint options for "Document Management"
- NetDocuments > Customized Link > Generate Link > Copy
- Select > NetDocuments Admin Console > Select Cabinet > Define workspace templates > Overview > Add web page
Step 2:
This article will walk you through how the integration works:
FAQ - DMS NetDocuments - LawToolBox plugin
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Step by step:
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1.1. Activate Plugin
- Admin user for LawToolBox sign-in to admin.lawtoolbox.com
- Firm > Manage Plugins > NetDocuments > Activate
1.2. Firm Settings Recommendation:
- Firm > Firm Settings > Document Management > Turn OFF all > Update
- Default: SharePoint options
1.3. Get a Customized Link
Select Cabinet > Generate link > Copy
1.4. Add a Custom link to NetDocuments
Go to NetDocuments Admin Console
Define workspace templates > Overview > Add web page > Insert Link
1.5. Edit Webpage Template:
- Web Page Label: LawToolBox
- Height: 700 pixels
- URL: Paste copied customized link from LawToolBox
1.6. Optional:
Refresh existing workspaces to include the new workspace template
Check here to audit cases that have been connected to the workspace
Next Step 2:
To use NetDocumenst see FAQ - DMS NetDocuments - LawToolBox plugin