What is NetDocuments?
NetDocuments is a leading cloud-based Document Management System (DMS) designed specifically for legal professionals. It allows firms to securely store, organize, search, and collaborate on documents without the need for on-premises servers. Key features include:
AI-Powered Search: Quickly find the right document in seconds.
Version Control: Track document history and maintain a single source of truth.
Real-Time Collaboration: Check-in/check-out capabilities and Microsoft 365 integration for co-authoring.
Enterprise-Grade Security: SOC 2, HIPAA, GDPR, and ABA-compliant with role-based access controls and encryption in transit and at rest.
How NetDocuments Works with MyCase
The integration creates a seamless bridge between MyCase and NetDocuments. While storage and primary management occur in NetDocuments, firms can link workspaces to corresponding MyCase cases to access and manage files directly within the MyCase interface.
Note: Changes made to NetDocuments files from within MyCase automatically sync back to NetDocuments.
How to Integrate NetDocuments with MyCase
To get started, you must first have an active NetDocuments subscription. If you do not have one, you can request a demo here.
Setup
Navigate to the Integrations & Apps page in MyCase.
Click Setup on the NetDocuments card.
Choose your data center location.
Authenticate using your NetDocuments credentials and click Allow.
Select the Cabinets you wish to use (Note: Cabinets must have workspaces enabled).
Sending Files to NetDocuments
You can now send documents directly from MyCase to NetDocuments without manual downloads.
How to Send a File
Open a case and navigate to the Documents tab.
Locate the file you wish to transfer and click the Actions (⋯) menu.
Select Send to NetDocuments.
The transfer will run in the background, allowing you to continue your work.
Understanding the NetDocs Status Column
A new NetDocs column in the Case Documents table provides real-time feedback on your file transfers:
Icon | Status | Meaning |
(Blank) | Not Sent | File has not been sent to NetDocuments. |
Circular Spinner | In Progress | Transfer is running in the background. |
Checkmark | Sent | Tooltip: "Sent on [date/time]". |
Error Icon | Failed | Transfer failed; you can retry via the Actions menu. |
Key Behaviors
Landing Location: Files land in a "Sent from MyCase" root folder in NetDocuments.
Version Awareness: If the file already exists in NetDocuments, a new version is created rather than a duplicate.
Renaming: If a file is renamed in MyCase after a previous upload, the new name is applied in NetDocuments.
Limits: Supports files up to 4GB.
Privacy: Each user only sees their own transfer statuses, not those of their colleagues.
Managing the Integration
Link/Create Workspaces: From the NetDocuments tab in Case Details, you can link an existing workspace by searching via name or Profile Attributes, or create a new one directly.
Unlinking: Click Unlink Workspace on the top right of the case Details page.
Switching Cabinets: Click Settings on the NetDocuments integration tile to select a new cabinet.
Uninstalling: Select Uninstall on the NetDocuments card in the Manage Integrations page.
FAQ
How do I change a cabinet associated with a case? You must uninstall and then reinstall the integration.
Why can't I see my workspaces? Ensure that third-party cookies are enabled in your browser settings.