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Netdocuments Best Practices

Homepage Setup Show how to Pin ND Webpage Fav Workspaces (set to 15) Multiple Headings Drag matters from Favorites routinely How to favorite/ remove favorite Document to Review Favorite Collapsed View Show how to Default Description Demo (ATTY Search New Matter Setup Show how to profile new folders Show drag drop data to Administrative Show drag and drop folders to new matter Coversheet to description Matter Setup How to easily move New Matter data Show how to Customize Workspace Explain how Folders get created Explain how to add folders and subfolders properly ndOffice Settings Add Matter column so it flows to Recent Show how to adjust default Save and Open Microsoft Word Show how to use Profiler vs Drill Down Demo Recent Locations, and Home (show Home in ND Web also) Show save as PDF Show Go to Workspace for Open (Explain it can be used for Save too) Touch on Author and what it means. Briefly touch on Documents to Review Show the Notes Field Netdocuments Webpage Show how to recover a deleted Document Demo how to create a SharedSpace Show Mimecast Large File Send and Request Demo how to send a Secured Link (explain password) Show how to upload to External Links Customize Workspace to put EL at top right Show new link URL Show Drag Drop from within a matter and direct to Folder When profiling demo how to create a template and select from Word Netdocuments Add-ins Show how to default Adobe Show how to verify Add-ins are enabled for Excel, Word, and Outlook Mention that IE is the only supported Reminger browser for Netdocuments Separate Video Email *I am working on a major email upgrade. Once complete we will have specific training on this technology.