Mastering NetDocuments Workspaces: Best Practices and Expert Tips скачать в хорошем качестве

Mastering NetDocuments Workspaces: Best Practices and Expert Tips

Document management expert Craig Bayer shares best practices for optimizing your NetDocuments workspace in this webinar. With experience helping over 500 law firms implement NetDocuments, Craig will guide you through proven strategies to organize, access, and manage documents more efficiently. Learn how to make the most of Folders vs. Filters, create powerful Saved Searches, and implement Folder Packs to streamline collaboration. You'll also discover how to design Matter Type Specific Workspaces tailored to your firm’s unique needs. Perfect for legal professionals and law firm administrators, this session offers actionable tips to boost productivity and improve workflow. AGENDA: ============= 00:00 Introduction 00:34 When to do workspace design 01:26 Housekeeping and tech hiccups 02:31 NetDocuments updates and tips 07:20 Why workspace design changed 11:03 Workspace layout: searches, folders, filters 12:38 Doc type filters: show all vs active 14:33 Filters vs folders and hybrid approach 18:05 Folder packs: setup and doc type mapping 28:48 Save searches to reduce doc types 36:35 Building saved searches in templates and wrap-up TO LEARN MORE: ============= Visit the Optiable website: https://optiable.com Register for future events: https://optiable.com/events/ Get tips about using NetDocuments: https://optiable.com/netdocs-tips/