Seamlessly open your workspace in NetDocuments through Xakia.
Once your NetDocuments integration has been set up, your integration will work in the following way:
- Create a matter and click 'Save'
- Once saved, click on the NetDocuments icon on the core matter form
- A slide-out will appear
- If using multi-cabinet, select cabinet
- If linking to an existing workspace, select workspace
- Click 'Create Workspace'
- NetDocuments will take 5-10 seconds to generate a new workspace, including the details of your matter (matter number, name, security settings etc)
- The slide-out will now display 'Open Workspace' which can be clicked on to take you directly to the NetDocuments screen
Click here if you need assistance setting up the NetDocuments integration.