NetDocuments: Preparing Documents for Backup

• Related Articles

• NetDocuments: Backup Settings

  In preparation to backup documents from NetDocuments, you should do the following. Disable Download Alerts First, login to NetDocuments as an admin user and select Admin: Then select the hamburger menu and choose Information and Settings: Finally, ...

• Primafact: Preparing Documents for Backup

  Mapping Matters Prior to backing up documents from Primafact, each yellow folder that represents a matter should be converted to an actual matter folder. To do this, log into Primafact and find yellow folders that represent matters: Right-Click on ...

• File Server Migrations: Preparing Documents for a Postal Transfer

  In the event that Faster Law will be importing documents from a file server or local computer and we need to accomplish it via a postal transfer, please do the following: Organize the data you wish for us to transfer according to the steps in this ...

• NetDocuments: Copy Documents to Clio Document storage from Clio integration linked folders

  Clio has an integration with NetDocuments that creates folders in NetDocuments linked to Matters in Clio. If a client making use of this integration wants to move their documents from NetDocuments to being stored in Clio you can use this procedure. ...

• ProLaw Backups: Preparing Companies for Backup

  Merge Duplicate Companies In order to prepare your companies for backup, duplicate companies should be merged. To do this, go to Contacts and then click on the '...' icon next to the company field. Then click the "Company" column header to sort by ...