What is NetDocuments?
NetDocuments is a cloud-based document management and collaboration platform designed primarily for legal and professional services firms. It offers a secure and centralized repository for storing, managing, and sharing documents.
🔍Why is this integration useful?
NetDocuments connects document management with other tools such as Legatics and workflows, improving productivity and collaboration.
By integrating NetDocuments, users can easily store, access, and share documents directly within the platforms they already use, reducing the need for manual uploads or switching between systems.
This integration also ensures that all documents are securely managed, organized, and compliant with legal and industry standards. Overall, it simplifies document handling, improves efficiency, and provides a unified experience for managing critical information.
✅ By having NetDocuments you can:
⬇️ Download files from NetDocuments to Legatics | Effortlessly transfer all your documents from NetDocuments to your deals in Legatics with just a few clicks. |
⬆️Upload files from Legatics to NetDocuments | Quickly and easily upload your files from Legatics to NetDocuments. This process ensures that your documents are securely transferred and organized in NetDocuments, enhancing your workflow and keeping all your important files accessible and up-to-date. |
📤Upload a new version of a file | Upload a new version of a file with just a few clicks. This feature allows you to easily update your documents, ensuring that the latest version is securely saved and accessible. |
💾 Save a new file version to NetDocuments | Upload and save a new version of your file to NetDocuments from Legatics in a few simple steps. This functionality ensures that the latest iteration of your document is securely archived and available immediately. |
Export and import files and lists | This integration streamlines file transfers and ensures efficient document management. |
Useful information
🔑 What data can users access?
Only the data that they can access within their NetDocuments account natively! We check what user access permissions are in place for a user and then apply the exact same settings to ensure that users can’t view or edit things that they shouldn’t be allowed to.
🗂️ What file types are supported?
A full list of file types that are supported by NetDocuments can be found here: NetDocuments Supported file types.
A full list of file types that are supported by Legatics can be found here: Legatics Supported file types.
⚠️Limitations:
We impose the same limits that NetDocuments do natively to ensure that users of the integration don’t run into errors when trying to upload files.
NetDocuments limit | Description |
Document size | 2GB (Note: folder Import Utility maximum limit is 1 GB per document) |
Document name length | 1000 characters. (A document name cannot contain a TAB or any of these characters: \ / : *? " < > |) |
Number of versions a document can have | 32,000 |
Related articles
How to upload/save a new version of a file to Legatics from NetDocuments
Upload/Save a new version of a file to NetDocuments
Upload from NetDocuments to table importers (Word/Excel)
Export files/lists to NetDocuments
If you have any further questions please email us at support@legatics.com.