Setup
Integration
Link Workspace
Create Workspace
Unlinking a Workspace
Switching Cabinets
Uninstalling the integration
What is NetDocuments
With NetDocuments, firms can quickly find the right document in seconds, eliminating the hassle of sifting through folders or dealing with outdated versions. NetDocuments offers features such as advanced search, smart tagging, and case-centric workspaces, including:
✅ AI-powered search and filtering
✅ Document version control and history
✅ Collaborate on documents in real-time
NetDocuments simplifies team collaboration, secure sharing, and client communication without compromising control for your firm.
✅ Document check-in/check-out & co-authoring
✅ Mobile access & Microsoft 365 integration
✅ Secure client sharing links
NetDocuments delivers enterprise-grade security and protection for every file, delivering enterprise-grade security and industry-compliant document governance, ensuring that client information is always protected and accessible only to the authorized individuals.
✅ SOC 2, HIPAA, GDPR, and ABA-compliant
✅ Role-based access controls & full audit trails
✅ Encryption in transit and at rest
How does NetDocuments work with MyCase?
NetDocuments is a one-way sync from MyCase to NetDocuments.
Firms can link NetDocuments workspaces to corresponding MyCase cases, allowing users to access, view, and manage their NetDocuments files from MyCase.
All storage and document management occurs in NetDocuments. Changes made to NetDocuments files in MyCase automatically sync back to NetDocuments.
How to Integrate NetDocuments with MyCase
To get started, contact NetDocuments here.
Setup
Click setup in NetDocuments card
Choose your data center location
Authenticate with NetDocuments credentials
Click Allow
Click Close Window
Choose cabinets
Restriction around only choosing cabinets with workspaces enabled
Success
Integration
New NetDocuments tab inside Case Details in MyCase
2 options to Link or Create workspaces
Linked workspace
Link Workspace
Click on Link Workspace
Search via Profile Attributes
Or Search via name and choose workspace
Click Link Workspace
Create Workspace
Click on Create Workspace
Enter Profile Attributes Keys
Click Create Workspace
Unlinking a workspace
To unlink a linked workspace, Click Unlink Workspace on top right
Click Unlink to confirm
Switching Cabinets
To change your current selected cabinets, click on the Settings button in your NetDocuments card on the integrations page
Select your desired cabinet, some restrictions apply.
Click Save
Uninstalling the integration
Click on uninstall in the NetDocuments card in Manage Integrations page
Click on Remove Integration to uninstall
FAQ
To change a cabinet associated with a case in MyCase: uninstall and reinstall the NetDocuments integration.
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