Mastering NetDocuments Workspaces: Best Practices and Expert Tips

Описание: 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:
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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:
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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/