Master Versioning in NetDocuments

Описание: Versioning in NetDocuments is a powerful tool to enhance your workflow, but mastering it requires the proper guidance. This practical webinar, led by Craig Bayer, an expert in document management solutions with years of experience helping users maximize NetDocuments’ features, covers essential versioning techniques—from creating new versions and converting documents to managing unofficial versions and using AutoVersion. Designed for legal professionals of all experience levels, you'll gain actionable tips to streamline workflows and avoid common pitfalls. Don’t miss this opportunity to boost your efficiency and confidently manage documents in NetDocuments.

AGENDA
00:00 – Introduction
03:02 – Cabinet-level versioning settings
05:46 – Editable versions & access rights
06:58 – Demonstration: creating versions & subversions in NetDocuments
09:37 – Version stamps, footers & the “remove version” Word macro
11:46 – Naming versions & using version descriptions effectively
13:14 – Viewing version history: official version, total versions, metadata columns
15:13 – When and why to revert an official version
17:02 – Demonstration: version origin tracking & why versioning is “flawless”
17:40 – Saving to PDF: what happens & why version numbers can disappear
19:03 – How to correctly save a PDF as a separate document (not a new version)
20:45 – Linking related documents to maintain version lineage
21:55 – ID stamps & how to turn them on in ND Office
23:36 – Best practice: “Check out as new version” before editing
25:10 – Versioning
29:20 – Uploading new versions (manual upload & drag-and-drop behavior)
31:00 – Email workflows: secure links, version behavior & link revocation
33:12 – Cabinet email settings: version numbers, IDs & naming patterns
35:08 – Q&A and closingremarks

To Learn More
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Visit Optiable website: https://optiable.com
Register for future events: https://optiable.com/events/
Get tips about using NetDocuments: https://optiable.com/netdocs-tips/